Private Banking Assistant

Associated Banc-Corp
Minneapolis
Workplace: HybridFull timeUSD 21.17 - 36.29 hourlyFunction: Administration & Executive AssistanceExperience: 2+ yearsEducation: associatesSkills: ["Client service","Attention to detail","Partnership","Compliance"]

Support Private Bankers and Specialists in delivering service to high net worth clients by coordinating loan and deposit documentation, maintaining portfolios, and ensuring transactions meet compliance and regulatory standards. Handle activities such as loan requests and renewals, account openings, wire transfers, stop payments, and client service requests while partnering with credit, legal, and customer care to resolve complex issues.

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Associated Banc-Corp
Associated Banc-Corp
11 hours ago

Private Banking Assistant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Support Private Bankers and Specialists in delivering service to high net worth clients by coordinating loan and deposit documentation, maintaining portfolios, and ensuring transactions meet compliance and regulatory standards. Handle activities such as loan requests and renewals, account openings, wire transfers, stop payments, and client service requests while partnering with credit, legal, and customer care to resolve complex issues.
Location: Minneapolis
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking.
  • •Monitor loan portfolios by tracking renewals, reviewing financial statements, and supporting asset quality management.
  • •Process deposit and loan transactions (account openings, wire transfers, stop payments, and client service requests).
  • •Partner with internal teams (credit, legal, customer care) to resolve complex transactions and client issues.
  • •Support Private Bankers with scheduling, reporting, client outreach, and preparation of presentation materials while ensuring compliance standards are met.

Pay and Benefits

Salary: USD 21.17 - 36.29 hourly
Perks:401kPensionPaid LeaveParental LeaveEquityWell-being Programs

Key Requirements

  • •Associate’s degree in Business, Finance, Accounting, or related field (or equivalent experience).
  • •2+ years of banking, financial services, or administrative experience.
  • •Experience supporting high net worth clients.
  • •Experience with loan and deposit documentation processes.
  • •Operate in full compliance with internal policies, procedures, and applicable regulations.
Experience:2+ yearsBankingFinancial services
Education:Associate's in Business, Finance, Accounting
Skills:Client serviceAttention to detailPartnershipCompliance

Company Brief

Associated Banc-Corp
Associated Banc-Corp is a bank holding company providing retail, commercial, and wealth management services across the Midwest. It offers checking, lending, treasury, mortgage, and investment solutions for consumers, businesses, and institutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Green Bay, United States
Founded: 1964
WebsiteLinkedIn