ZipRecruiter

Log In

1

Senior Relationship Banker Jobs in Appleton, WI (NOW HIRING)

Nicolet National Bank

Commercial Banker

Grand Chute, WI · On-site

They will also develop new loan relationships through referral and individual efforts in sales. As ... Make decisions on loans and terms within lending limits or makes recommendations to the Senior ...

New

Capital Credit Union

SVP Operations

Green Bay, WI · On-site

Drive the development and enhancement of digital channels, including online banking, mobile apps ... Excellent communication, negotiation, and relationship-building abilities with a focus on ...

Capital Credit Union

SVP Operations

Green Bay, WI · On-site

Drive the development and enhancement of digital channels, including online banking, mobile apps ... Excellent communication, negotiation, and relationship-building abilities with a focus on ...

next page

Showing results 1-20

All JobsRelationship Banker JobsSenior Relationship Banker JobsSenior Relationship Banker Jobs in Appleton, WI

Senior Relationship Banker information

See Appleton, WI salary details

$43.9K

$100.3K

$118.5K

How much do senior relationship banker jobs pay per year?

As of Sep 3, 2026, the average yearly pay for senior relationship banker in Appleton, WI is $100,290.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $113,600.00 per year, depending on experience, location, and employer.

What is a senior relationship banker?

Senior Relationship Bankers are experienced professionals in the banking industry who manage and build relationships with clients, both individuals and businesses. They provide personalized financial advice, help clients select appropriate banking products, and assist with complex transactions. Senior Relationship Bankers often have deeper expertise than entry-level bankers and are responsible for retaining high-value clients and identifying opportunities for new business. Their goal is to ensure customer satisfaction while supporting the bank's growth objectives.

How does a senior relationship banker typically collaborate with other departments to serve clients effectively?

Senior Relationship Bankers often work closely with colleagues from lending, investment, and compliance departments to deliver comprehensive financial solutions. Collaboration is essential for tailoring products and services to meet individual client needs, ensuring regulatory requirements are met, and addressing complex financial scenarios. Regular communication and joint meetings help coordinate efforts, resolve issues quickly, and build lasting client relationships. This cross-functional teamwork not only enhances client satisfaction but also facilitates professional growth by exposing bankers to various aspects of the banking business.

What are the key skills and qualifications needed to thrive as a senior relationship banker, and why are they important?

To thrive as a Senior Relationship Banker, you need a strong background in financial services, sales, and customer relationship management, often supported by a degree in finance or business and relevant banking experience. Familiarity with CRM software, banking platforms, and industry certifications like Series 6 or 63 are commonly required. Exceptional communication, problem-solving, and interpersonal skills set top performers apart in building trust and rapport with clients. These skills are crucial for driving business growth, retaining clients, and ensuring compliance in a competitive financial environment.

What is the difference between Senior Relationship Banker vs Relationship Banker?

AspectSenior Relationship BankerRelationship Banker
CredentialsTypically requires 3+ years of banking experience, relevant certifications (e.g., Series 6/7), and sometimes a bachelor's degreeRequires similar experience and certifications, often entry to mid-level
Work EnvironmentWorks in retail banking branches, managing high-net-worth clients, and handling complex financial needsWorks in branches, focusing on basic banking services and client relationship building
Employer & Industry UsageCommonly employed by retail banks, credit unions, and financial institutionsSame as Senior Relationship Banker, with overlapping roles

The main difference between a Senior Relationship Banker and a Relationship Banker lies in experience, responsibilities, and client complexity handled. Senior Relationship Bankers typically manage more complex client portfolios and have more experience, while Relationship Bankers focus on basic banking services and client interactions. Both roles are vital in retail banking environments and often require similar credentials.

Do senior relationship bankers make good money?

Senior relationship bankers typically earn a competitive salary that includes base pay, bonuses, and commissions based on client portfolio performance. Their compensation can vary depending on experience, location, and the size of the bank or financial institution, with many earning above average for banking roles. Strong relationship management skills and industry certifications can also influence earning potential.

What are the most commonly searched types of Relationship Banker jobs in Appleton, WI?

The most popular types of Relationship Banker jobs in Appleton, WI are:

What are popular job titles related to Senior Relationship Banker jobs in Appleton, WI?

For Senior Relationship Banker jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Senior Relationship Banker jobs in Appleton, WI look for?

The top searched job categories for Senior Relationship Banker jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Senior Relationship Banker jobs?

Cities near Appleton, WI with the most Senior Relationship Banker job openings:

Senior Relationship Banker jobs near you
Infographic showing various Senior Relationship Banker job openings in Appleton, WI as of July 2026, with employment types broken down into 1% Locum Tenens, 86% Full Time, 11% Part Time, and 2% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $97,865 per year, or $47.1 per hour.

Senior Sales Relationship Manager - Personal Trust

Associated Bank

Neenah, WI • On-site

Full-time

Retirement, PTO

Re-posted 27 days ago

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

66th of 174 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. 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 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.
Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will help high-net-worth clients navigate complex wealth planning and fiduciary solutions. This role combines relationship management, strategic business development, and financial planning expertise to grow client assets and deepen long-term partnerships. You'll work closely with internal specialists and community partners while building a meaningful impact within Wealth Management.
Key Accountabilities
  • Develop and execute tailored sales strategies to generate new trust and wealth management business.
  • Build and strengthen relationships with high-net-worth clients, referral partners, and centers of influence.
  • Advise clients on sophisticated financial planning topics including estate, retirement, investment, and charitable planning.
  • Identify cross-selling opportunities and collaborate with internal partners to deliver comprehensive financial solutions.
  • Manage assigned trust and fiduciary accounts, including account reviews, cash flow coordination, and client documentation.
  • Review estate planning documents and trust agreements to ensure accurate administration and compliance.
  • Maintain an active sales pipeline and track business development activity through Salesforce.
  • Represent the bank in community and professional organizations to enhance visibility and generate referrals.

Education & Experience
Required
  • Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience.
  • 10+ years of experience managing high-level client relationships within financial services or investment management.
  • 10+ years of experience in personal trust, fiduciary administration, estate planning and wealth management sales.
  • Strong understanding of estate planning, financial planning, taxes, and discretionary asset management.
  • Proven success developing new business and achieving sales goals within a team-oriented environment.
  • Ability to travel locally with reliable transportation and a valid driver's license, if applicable.

Preferred
  • CFP, CPA, CFA, or CTFA designation.
  • FINRA Series 6, 7, and 63 licenses.
  • Experience partnering across banking and wealth management business lines to deliver integrated client solutions.

Why You'll Love Working Here
At Associated Bank, you'll join a collaborative team focused on delivering personalized financial guidance and exceptional client experiences. The organization supports professional growth through ongoing development opportunities, strong internal partnerships, and meaningful community engagement. 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.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
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 leavesandaccommodations@associatedbank.com 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.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$116,690.00 - $200,040.00 per year

What Associated Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply