Private Banking Assistant Senior

Associated Bank • Milwaukee, WI

10h

About The Position

The Private Banking Assistant Senior provides administrative, operational, and client service support to Private Bankers and management. The role works closely with high-net-worth clients and internal business partners to coordinate banking activities, support loan and deposit processes, and deliver an exceptional client experience while ensuring compliance with regulatory and organizational requirements.

The position supports loan requests and renewals, ongoing loan portfolio management, client deposit and loan service requests, and administrative and sales-support activities. It also serves as a liaison between clients and internal partners to resolve operational issues and helps maintain accurate documentation and compliant account administration.

Requirements

• Associate’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
• At least 2 years of banking experience or office/administrative experience.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Strong customer service and relationship management skills.

Responsibilities

• Coordinate new loan requests and renewals by preparing applications, ordering documentation, reviewing documents for accuracy, and assisting with loan booking and closing activities.
• Monitor loan renewals, financial statements, and account maintenance activities to support timely servicing and compliance.
• Process client deposit and loan service requests, including account openings and closures, stop payments, check orders, wire transfers, and other banking transactions.
• Provide administrative support to Private Bankers, including scheduling, correspondence, reporting, and client follow-up.
• Prepare and maintain sales support materials and reports, and update internal systems to support business development efforts.
• Liaise between clients and internal business partners to resolve complex operational issues and support a seamless client experience.
• Respond to high-net-worth clients’ inquiries, address concerns, and provide customer service while building strong relationships.
• Help ensure loan and deposit documentation, account administration, and client activities comply with established policies, procedures, and regulatory requirements.
• Comply with applicable enterprise policies, laws, and regulations, including Bank Secrecy Act requirements; report suspicious activity, customer complaints, procedure violations, and ethical concerns as directed.

Benefits

• Retirement savings plans, including 401(k) and pension plans.
• Paid time off to volunteer in the community.
• Diversity-focused Colleague Resource Groups.
• Competitive salaries and professional development and advancement opportunities.
• Well-being programs and incentives.
• Parental leave.
• Employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree