Monica Davies

Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients.

Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients’ needs and goals in order to recommend product and service solutions.

Partners with internal branch, mortgage, business and other employees to provide holistic financial services and solutions for our clients.

Leverages our financial planning software to make the recommendation to meet with my wealth advisor.

Responsible for maintaining and growing a book of business, partnered with my financial advisor, we had a successful close rate for onboarding new clients over 90%. Consistently out performed the goals and metrics set for our group and excelled in our market as leaders in growth.

I overaw the day to day operations in the Menomonee Falls branch, inducing vault management, employee scheduling, hiring interviews and employee documentation.

I largely used my lending experience to assist in the lending boom we had following COVID. I was the point person for home equity lending.

Lending champion of my branch, consistent top performer in my years as a branch banker. I was selected for and completed the Premier Banker Development Program. Opened accounts, protectively called clients and introduced banking products.