Private Banking Associate - Client Portfolios & Loans

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

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. This role coordinates loan and deposit documentation, manages portfolio maintenance, and ensures compliance with regulatory and internal standards.

You will gain hands-on experience with complex financial solutions while building strong partnerships across the bank.

Qualifications

• Associate’s degree in Business, Finance, Accounting, or related field.
• 2+ years of banking, financial services, or administrative experience.

Responsibilities

• Coordinate new loan requests and renewals, including documentation review and loan booking.
• Monitor loan portfolios by tracking renewals and reviewing financial statements.
• Process deposit and loan transactions and handle client service requests.

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. This role coordinates loan and deposit documentation, manages portfolio maintenance, and ensures compliance with regulatory and internal standards.

You will gain hands-on experience with complex financial solutions while building strong partnerships across the bank.