BDO - Workplace Financial Solutions
Indexed description
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
As a Business Development Officer – Workplace Financial Solutions, you will drive growth by building and expanding relationships across your assigned territory. You’ll generate new business, strengthen internal partnerships, and deliver financial education to employers and employees. This role offers strong visibility, relationship-building opportunities, and a clear path for sales and leadership growth.
Key Accountabilities
- Drive new business by generating leads through cold outreach, networking, and community engagement.
- Build and manage referral pipelines from internal partners across Retirement Plan Services, Treasury Management, and Corporate Banking & Wealth Management.
- Partner with branch teams to deliver compelling employer and employee presentations that convert opportunities into new relationships.
- Develop and maintain Centers of Influence to expand market presence and achieve checking production goals.
- Coach and support frontline teams through training, observation, and skill development to strengthen program execution.
- Collaborate with district leadership to plan and execute events that drive household growth and brand awareness.
- Manage and nurture existing client relationships to deepen engagement and identify new opportunities.
- Bachelor’s degree in Business, Finance, or equivalent experience
- 2+ years of business-to-business development experience
- 5+ years of experience in a sales-driven environment
- Valid driver’s license and reliable transportation
- Experience in financial services or workplace banking solutions
- Proven track record of meeting or exceeding sales targets
Apply today to make an impact.
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
- 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.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$61,880.00 - $106,080.00 per year
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search