Personal Trust Manager

Associated Bank

Milwaukee, WI, United States
Base: $167,930.00 - $287,880.00 py; bonus/equity: ...
Client relationship management
Team performance coaching
Business development
Lead and manage the Personal Trust team, setting goals, coaching performance, and developing talent

Job Summary

  • 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.
  • At Associated Bank, you'll be part of a collaborative team that values growth, leadership, and community impact.

Matching Summary

Lead and manage the Personal Trust team, setting goals, coaching performance, and developing talent.

Salary

Base: $167,930.00 - $287,880.00 per year; Bonus/Equity: Not specified; Benefits: Core traditional benefits, retirement savings (401(k) and Pension), paid time off to volunteer, well-being programs, parental leave, employee stock purchase plan, military benefits, personal banking/loan/investment/insurance benefits

Skills & Requirements

Must-have

  • Client relationship management
  • Team performance coaching
  • Business development
  • Trust account administration
  • Financial solution delivery
  • Policy and procedure development

Nice-to-have

  • Inclusive culture
  • Growth and development encouragement
  • Community impact focus
  • Collaborative team environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter