Private Banking Assistant Senior

Associated Bank; Milwaukee (WI); On-site; USD 29,000 - 50,000; Full time

Benefits offered by this job

401(k) and Pension

Volunteer time off

Employee stock purchase plan

Parental leave

Diversity-focused ERGs

Job summary

Associated Bank is hiring for a role in Milwaukee focused on coordinating loan requests and renewals, supporting loan portfolio management, and handling client banking services. The position requires an associate degree and 2+ years in banking or admin work, with strong customer service and multitasking abilities.

You will partner with Private Bankers to support high-net-worth clients, maintain documentation accuracy, and ensure compliance with policies.

Qualifications

• Associate’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• 2+ years of banking experience or office/administrative experience.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Strong customer service and relationship management skills.

Responsibilities

• Coordinate new loan requests and renewals by preparing applications, ordering documentation, reviewing documents for accuracy, and assisting with loan booking and closing activities.
• Support ongoing loan portfolio management by monitoring renewals, financial statements, and account maintenance activities to help ensure timely servicing and compliance.
• Process client deposit and loan service requests, including account openings and closures, stop payments, check orders, wire transfers, and other banking transactions.
• Partner with Private Bankers to provide administrative support, including scheduling, correspondence, reporting, and client follow-up activities.
• Prepare and maintain sales support materials, reports, and internal system updates to support business development efforts.
• Serve as a liaison between clients and internal business partners to resolve complex operational issues and ensure a seamless client experience.
• Build strong relationships with high-net-worth clients by responding to inquiries, addressing concerns, and delivering exceptional customer service.
• Help ensure loan and deposit documentation, account administration, and client activities comply with established policies, procedures, and regulatory requirements.

Skills

Customer service

Relationship management

Attention to detail

Multitasking

Education

Associate’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience

Job description

About the Role

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.

Responsibilities

• Coordinate new loan requests and renewals by preparing applications, ordering documentation, reviewing documents for accuracy, and assisting with loan booking and closing activities.
• Support ongoing loan portfolio management by monitoring renewals, financial statements, and account maintenance activities to help ensure timely servicing and compliance.
• Process client deposit and loan service requests, including account openings and closures, stop payments, check orders, wire transfers, and other banking transactions.
• Partner with Private Bankers to provide administrative support, including scheduling, correspondence, reporting, and client follow-up activities.
• Prepare and maintain sales support materials, reports, and internal system updates to support business development efforts.
• Serve as a liaison between clients and internal business partners to resolve complex operational issues and ensure a seamless client experience.
• Build strong relationships with high-net-worth clients by responding to inquiries, addressing concerns, and delivering exceptional customer service.
• Help ensure loan and deposit documentation, account administration, and client activities comply with established policies, procedures, and regulatory requirements.

Education & Experience

• Associate’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience
• 2+ years of banking experience or office/administrative experience
• Ability to manage multiple priorities while maintaining accuracy and attention to detail
• Strong customer service and relationship management skills

Why You'll Love Working Here

Join a team dedicated to delivering personalized banking experiences for high-net-worth clients. You'll have the opportunity to work closely with experienced banking professionals, build meaningful client relationships, and play a key role in supporting complex financial solutions. Your contributions will directly impact client satisfaction and the success of the Private Banking team.

Benefits

• 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 leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand insurance benefits.

Location & Community

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success.

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Artificial Intelligence Statement

To support our recruiting process, we may use artificial intelligence ("AI") or automated technologies to collect, organize, sort, and analyze information submitted by applicants. These tools may assist our Talent Acquisition professionals in identifying applicants who appear to satisfy the minimum qualifications for a position. AI is not used to make employment decisions on behalf of Associated Bank. No applicant will be selected or rejected solely based on the output of an AI tool. Hiring decisions are made by Associated Bank personnel who review applicant information and exercise independent judgment in accordance with applicable law and company policies.

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 [e-mail] if you need an accommodation at any time during the process.

Pay Transparency

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. $21.17 - $36.29 per hour