Private Banking Associate: Client Portfolio & Loan Support

Associated Bank - Corp; Minneapolis (MN); On-site; USD 44,000 - 75,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Employee stock purchase plan

Parental leave

Job summary

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

This role offers hands-on experience with complex financial solutions within a collaborative team. In this position you will interact with internal partners to resolve issues, participate in scheduling and reporting,

Qualifications

• Associate's degree or equivalent experience required.
• 2+ years of banking, financial services, or administrative experience.

Responsibilities

• Coordinate new loan requests and renewals, including submission, documentation review, and loan booking.
• 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

Customer service

Documentation processing

Regulatory compliance

Education

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

Job description

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

This role offers hands-on experience with complex financial solutions within a collaborative team. In this position you will interact with internal partners to resolve issues, participate in scheduling and reporting,