Private Banking Assistant (neenah - Onsite)

Associated Bank

Neenah, Wisconsin, US
Base: $21.17 - $36.29 ph; bonus/equity: not specif...
Loan and deposit documentation
Portfolio maintenance
Regulatory compliance
The Private Banking Associate supports Private Bankers and Specialists in delivering exceptional service to high net worth clients

Job 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.
  • At Associated Bank, you’ll be part of a collaborative team focused on delivering personalized financial solutions and exceptional service.

Matching Summary

The Private Banking Associate supports Private Bankers and Specialists in delivering exceptional service to high net worth clients.

Salary

Base: $21.17 - $36.29 per hour; Bonus/Equity: Not specified; Benefits: Core traditional benefits, retirement savings, PTO, well-being programs, parental leave, ESPP, military benefits, personal banking/loan/investment/insurance benefits

Skills & Requirements

Must-have

  • Loan and deposit documentation
  • Portfolio maintenance
  • Regulatory compliance
  • Client service requests
  • Partnership with internal teams

Nice-to-have

  • Inclusive culture
  • Growth and development encouraged
  • Collaborative team environment
  • Personalized financial solutions

Key Requirements

  • Associate’s degree or equivalent experience
  • 2+ years banking/financial services experience
  • Experience supporting high net worth clients
  • Experience with loan and deposit documentation

Work Rights

Not specified

Tailored Resume

Cover Letter