Commercial Relationship Specialist

Associated Bank • Milwaukee, WI

3d • Onsite

About The Position

Associated Bank is seeking a Commercial Relationship Specialist to support commercial banking clients through the loan closing and portfolio management process. In this role, you will partner with Relationship Managers, Portfolio Managers, and internal teams to deliver accurate, timely, and high-quality client support. This is a great opportunity to build commercial banking expertise while contributing to a collaborative and fast-paced team environment. This position can also be hired as a Commercial Relationship Specialist or Senior Commercial Relationship Specialist. We will assess applicants based on their skills and years of relevant experience.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, or equivalent combination of education and experience.
• 2+ years of banking or office experience with knowledge of banking products, services, procedures, and loan documentation.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities while delivering high-quality customer service.

Nice To Haves

• Experience with commercial loan documentation, monitoring, and closing activities.
• Familiarity with systems such as Ambit Commercial Lending System, CoreBank, SalesPro, and Stucky.
• Experience supporting commercial banking portfolios or complex client relationships.

Responsibilities

• Coordinate loan closing activities, including due diligence, documentation review, funding support, and ongoing maintenance.
• Analyze customer financial and collateral reports to support portfolio monitoring and risk management activities.
• Process daily banking transactions and maintain accurate client and portfolio information within internal systems.
• Partner with Relationship Managers, Portfolio Managers, operations teams, and outside counsel to resolve issues and support client needs.
• Deliver responsive customer service by addressing client inquiries and assisting with fraud, overdraft, and wire-related requests.
• Monitor compliance with internal policies, legal documentation requirements, and commercial banking procedures.
• Support reporting, tracking, and portfolio administration activities to ensure accurate and timely documentation.
• Contribute to team projects, process improvements, and ongoing learning and development initiatives.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level