Private Banking Assistant (neenah - Onsite)

Associated Bank

Neenah, Wisconsin, US
$21.17 - $36.29 ph
On-site
Loan and deposit documentation
Portfolio maintenance
Regulatory compliance
Associated Bank is seeking a Private Banking Assistant in Neenah, Wisconsin, to support Private Bankers and Specialists in providing exceptional service to high net worth clients. The role requires coordination of loan and deposit documentation and compliance with regulatory standards

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 we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.

Matching Summary

Match Score: 85

Associated Bank is seeking a Private Banking Assistant in Neenah, Wisconsin, to support Private Bankers and Specialists in providing exceptional service to high net worth clients. The role requires coordination of loan and deposit documentation and compliance with regulatory standards.

Salary

$21.17 - $36.29 per hour

Skills & Requirements

Must-have

  • Loan and deposit documentation
  • Portfolio maintenance
  • Regulatory compliance

Nice-to-have

  • High net worth client support
  • Complex financial solutions

Key Requirements

  • Associate’s degree or equivalent experience
  • 2+ years banking/financial services/admin experience

Work Rights

Not specified

Tailored Resume

Cover Letter