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Private Banking Assistant
Private Banking Assistant-March 2024
Green Bay
Mar 24, 2025
About Private Banking Assistant

  JOB REQUIREMENTS: Guided by our relentless focus on people and desire toactively listen, we strive to create an inclusive culture and upholdequitable practices for our colleagues and community members. We seek tohire people who share our winning spirit and recognize diversebackgrounds perspectives, and representation as strengths critical tosuccess. If you thrive in an environment where your growth anddevelopment are supported and achieving together is valued, thenAssociated Bank may be the right place for you. Provide support toPrivate Bankers, Specialists, and management. This support includespreparing, opening and reviewing loan and deposit documentation whileworking with Private Bankers to ensure adherence to standards andregulatory requirements. Work directly with high net worth customers andinternal partners to solve problems and provide superior customerservice. This position requires a credit check per 12 CFR Chapter X,Part 1026, Truth in Lending, Regulation Z. Operates in full compliancewith internal policies and procedures as well as applicable regulationsand laws, including but not limited to Bank Secrecy Act/Anti-MoneyLaundering and S.A.F.E. Act requirements. Must submit requiredinformation to meet registry requirements, obtain a unique identifier,and maintain the registration requirements as directed by the S.A.F.EAct.Job Accountabilities * Coordinate all aspects of new loan requestsand renewals by submitting the application, ordering appropriatedocumentation, reviewing completed documents for accuracy and bookingthe loan. This may include corresponding with title insurance companiesand attorneys to order required documentation or title work. Mayparticipate in the closing of the loan with the client and PrivateBanker. Proactively maintain asset quality of loan portfolio throughmanaging loan renewals and monitoring financial statements to ensurethey do not become delinquent. Perform ongoing maintenance whileadhering to compliance guidelines. * Use online deposit and loansystems to obtain vital customer information to include but not limitedto: opening and closing accounts, issuing stop payments, processingcheck orders and wire transfers as well as performing various otherservice requests. Provide customer service and process dailytransactions for Private Banking customers as requested. * Providegeneral administrative and sales support to Private Bankers andmanagement.... For full info follow application link. The employmentpolicy of Associated Banc-Corp, and its subsidiaries and affiliates(\"Associated\") provides equal opportunity to all persons. We support adiverse and inclusive work environment where colleagues are respected,treated fairly, and given equal opportunities to perform to theirfullest potential. We believe it is only with a diverse and inclusiveworkplace that the organization can truly perform at its best, carry outits vision, and make a difference for the communities we serve.***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/4D2249AE4E79407E

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