Associated Bank

Personal Trust Manager

WI Wausau, USA

Sponsorship not specified$168k-$288kDetected 61 days ago

Business DevelopmentAccountingLeadershipMentoring

About the role

If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank conducts a thorough background check on all new hires.
This role plays a critical part in expanding market share, enhancing client retention, and ensuring compliance excellence.

Lead and manage the Personal Trust team, setting goals, coaching performance, and developing talent.
Drive business development by cultivating client relationships and expanding new business opportunities.
Partner across business lines to identify client needs and deliver comprehensive financial solutions.
Develop and implement policies, procedures, and strategies to improve profitability and operational effectiveness.
Manage departmental budget, monitor performance, and optimize resource allocation.
Build and maintain relationships with key internal partners and external centers of influence.

Bachelor's degree in Business, Finance, Accounting, or related field (or equivalent experience)
8+ years of Personal Trust, Estate & Probate experience
5+ years of leadership experience in financial services or investment management
8+ years of personal financial planning experience
Ability to travel locally and reliable transportation

Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.

This listing is sourced directly from Associated Bank's careers page and normalized into a canonical job model.