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

The Private Banking Associate supports 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.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

Key Accountabilities

• Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking to ensure accuracy and timeliness.

• 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.

Education & Experience

Required:

• Associate’s degree in Business, Finance, Accounting, or related field (or equivalent experience)

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

Preferred:

• Experience supporting high net worth clients

• Experience with loan and deposit documentation processes

Why You’ll Love Working Here

At Associated Bank, you’ll be part of a collaborative team focused on delivering personalized financial solutions and exceptional service. We invest in professional development and provide opportunities to expand your expertise within Private Banking. Your work will have a direct impact on client relationships and portfolio performance.

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 eq