Store Manager responsible for managing service and operational goals at Grainger branch. Leading talent excellence and ensuring customer satisfaction at the location.
About the role
- Personal Trust Manager leading and growing the Personal Trust business at Associated Bank. Responsible for driving client relationships, team performance, and strategic initiatives in Wausau.
Responsibilities
- 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.
- Oversee administration of high-value Personal Trust accounts, ensuring exceptional client service and compliance.
- 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.
- Represent the Personal Trust line of business in leadership committees and strategic initiatives.
- Build and maintain relationships with key internal partners and external centers of influence.
Requirements
- 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
- Preferred: Juris Doctor (JD), CFP (Certified Financial Planner) designation, CTFA (Certified Trust and Financial Advisor) designation.
Benefits
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- 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.
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