Private Banking Assistant

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.

We invite you to view the opportunity below.

Provide support to Private Bankers Specialists and management. This support includes preparing opening and reviewing loan and deposit documentation while working with Private Bankers to ensure adherence to standards and regulatory requirements. Work directly with high net worth customers and internal partners to solve problems and provide superior customer service. This position requires a credit check per 12 CFR Chapter X Part 1026 Truth in Lending Regulation Z.

This person will also:

• Coordinate all aspects of new loan requests and renewals by submitting the application ordering appropriate documentation reviewing completed documents for accuracy and booking the loan. This may include corresponding with title insurance companies and attorneys to order required documentation or title work. May participate in the closing of the loan with the client and Private Banker. Proactively maintain asset quality of loan portfolio through managing loan renewals and monitoring financial statements to ensure they do not become delinquent. Perform ongoing maintenance while adhering to compliance guidelines.

• Use online deposit and loan systems to obtain vital customer information to include but not limited to: opening and closing accounts issuing stop payments processing check orders and wire transfers as well as performing various other service requests. Provide customer service and process daily transactions for Private Banking customers as requested.

• Provide general administrative and sales support to Private Bankers and management. Administrative support may include scheduling correspondence proactively reaching out to clients when additional information is needed reporting and other projects as assigned. Sales support may include monitoring and updating internal systems reporting and preparing sales presentation materials as necessary. Act as a liaison with internal partners such as customer care legal credit etc. to address and resolve complicated transactions and issues.

• Work directly with high net worth customers in partnership with Private Bankers and internal business partners to answer complex questions and solve operational issues while providing superior customer service.

• Work with Private Bankers and management to ensure all account activity and administration such as loan and deposit documentation is in order in regard to compliance and risk management with established Associated Bank policy procedure and business strategy as well as applicable regulatory guidelines.

Review the qualifications listed below:

Education

Associates Degree or equivalent combination of education and experience Business Finance Accounting or related field. Required

Experience

2-4 years Banking or office/administrative experience. Required

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-focusedColleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.

• Personal banking loan investmentand 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 our community onFacebookLinkedInandX.

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 Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

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.