Private Banking Assistant: Client Portfolio Support

Associated Banc‑Corp; Minneapolis (MN); On-site; USD 29,000 - 50,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off

Employee stock purchase plan

Parental leave

Job summary

Associated Bank is seeking a Private Banking Associate to support Private Bankers and Specialists in delivering exceptional service to high net worth clients. You will coordinate loan and deposit documentation, manage portfolio maintenance, and ensure compliance with regulatory and internal standards.

This role offers hands-on experience with complex financial solutions and requires collaboration with internal teams such as credit, legal, and customer care to resolve client issues and deliver

Qualifications

• Associate’s degree in Business, Finance, Accounting, or related field (or equivalent experience).
• 2+ years of banking, financial services, or administrative experience.
• Experience supporting high net worth clients is preferred.
• Experience with loan and deposit documentation processes is preferred.

Responsibilities

• Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking to ensure accuracy and timeliness.
• Monitor loan portfolios by tracking renewals, reviewing financial statements, and supporting asset quality management.
• Process deposit and loan transactions, including account openings, wire transfers, stop payments, and other client service requests.
• Partner with internal teams such as credit, legal, and customer care to resolve complex transactions and client issues.
• Support Private Bankers with scheduling, reporting, client outreach, and preparation of presentation materials.
• Ensure all documentation and account activity meet compliance, risk management, and regulatory standards.

Skills

High net worth client experience

Loan and deposit documentation

Education

Associate’s degree in Business, Finance, Accounting, or related field

Job description

Associated Bank is seeking a Private Banking Associate to support Private Bankers and Specialists in delivering exceptional service to high net worth clients. You will coordinate loan and deposit documentation, manage portfolio maintenance, and ensure compliance with regulatory and internal standards.

This role offers hands-on experience with complex financial solutions and requires collaboration with internal teams such as credit, legal, and customer care to resolve client issues and deliver