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.

Role Summary
Support Private Bankers and leadership by managing loan and deposit documentation while delivering a seamless experience for high net worth clients. This role plays a key part in ensuring compliance, accuracy, and timely execution of banking transactions. You’ll gain exposure to complex client relationships and develop expertise across lending, deposits, and private banking operations.

Key Accountabilities

• Coordinate and process new loan requests and renewals, ensuring accurate documentation, compliance, and timely booking

• Review loan and deposit documents for accuracy and adherence to regulatory and internal standards

• Manage client accounts by processing transactions such as wires, stop payments, account openings/closings, and maintenance requests

• Partner with Private Bankers and internal teams to resolve complex client issues and deliver high-touch service

• Monitor loan portfolios, track renewals, and review financials to maintain asset quality and prevent delinquencies

• Provide administrative and sales support, including scheduling, reporting, and preparing client presentation materials

• Act as a liaison with internal partners (credit, legal, customer care) to ensure smooth transaction execution

• Build strong relationships with high net worth clients by proactively addressing needs and delivering exceptional service

Education & Experience

Required:

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

• 2+ years of banking, financial services, or administrative experience

• Ability to meet S.A.F.E. Act registration and compliance requirements, including credit check

Preferred:

• Experience supporting private banking or wealth management teams

• Familiarity with loan documentation, deposit systems, and regulatory requirements

• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment

Why You’ll Love Working Here
You’ll be part of a collaborative team that values precision, client service, and professional growth. This role offers hands-on experience with complex financial products and direct exposure to high net worth client relationships. Grow your career while making a meaningful impact on client success.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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-focused Colleague Resource Groups.

• Competitive salaries with professional development and advancement opportunities.

• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.

• Personal banking, loan, investment and 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 Midwest. Join our community on Facebook , LinkedIn and X .

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 [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish . Know Your Right to Work English or Spanish .

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.

$21.17 - $36.29 per hour