Private Banking Assistant
Company: Disability Solutions
Location: Appleton
Posted on: October 3, 2024
Job Description:
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.We invite you to
view the opportunity below.Provide support to Private Bankers,
Specialists, and management. This support includes preparing,
opening and reviewing loan and deposit documentation while working
with Private Bankers to ensure adherence to standards and
regulatory requirements. Work directly with high net worth
customers and internal partners to solve problems and provide
superior customer service. This position requires a credit check
per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation
Z.This person will also:
- Coordinate all aspects of new loan requests and renewals by
submitting the application, ordering appropriate documentation,
reviewing completed documents for accuracy and booking the loan.
This may include corresponding with title insurance companies and
attorneys to order required documentation or title work. May
participate in the closing of the loan with the client and Private
Banker. Proactively maintain asset quality of loan portfolio
through managing loan renewals and monitoring financial statements
to ensure they do not become delinquent. Perform ongoing
maintenance while adhering to compliance guidelines.
- Use online deposit and loan systems to obtain vital customer
information to include but not limited to: opening and closing
accounts, issuing stop payments, processing check orders and wire
transfers as well as performing various other service requests.
Provide customer service and process daily transactions for Private
Banking customers as requested.
- Provide general administrative and sales support to Private
Bankers and management. Administrative support may include
scheduling, correspondence, proactively reaching out to clients
when additional information is needed, reporting and other projects
as assigned. Sales support may include monitoring and updating
internal systems, reporting and preparing sales presentation
materials as necessary. Act as a liaison with internal partners
such as customer care, legal, credit, etc. to address and resolve
complicated transactions and issues.
- Work directly with high net worth customers in partnership with
Private Bankers and internal business partners to answer complex
questions and solve operational issues while providing superior
customer service.
- Work with Private Bankers and management to ensure all account
activity and administration such as loan and deposit documentation
is in order in regard to compliance and risk management with
established Associated Bank policy, procedure and business strategy
as well as applicable regulatory guidelines.Review the
qualifications listed below:Education--- Associate's Degree or
equivalent combination of education and experience Business,
Finance, Accounting or related field. RequiredExperience--- 2-4
years Banking or office/administrative experience. RequiredIn
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 and Minnesota 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
StatementAssociated 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 to
individuals with disabilities throughout the application &
interview process. Please contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the interview process.Associated
Banc-Corp is an Affirmative Action and Equal Opportunity Employer.
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.
Keywords: Disability Solutions, West Allis , Private Banking Assistant, Accounting, Auditing , Appleton, Wisconsin
Didn't find what you're looking for? Search again!
Loading more jobs...