Sales & Support Specialist - Community Markets

Associated Bank • La Crosse, WI

3d • Onsite

About The Position

Support a dynamic Commercial/Private Banking team by providing administrative, deposit, and loan documentation support across the full client lifecycle. This role plays a key part in delivering accurate, compliant solutions while ensuring an exceptional client experience. You’ll gain exposure to complex commercial relationships and opportunities to grow your banking expertise. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

Requirements

• High School Diploma or equivalent
• 2+ years experience in banking or an office environment with knowledge of commercial/business banking products and loan documentation

Nice To Haves

• Supporting Commercial or Private Banking teams
• Strong understanding of regulatory and compliance requirements

Responsibilities

• Coordinate and manage commercial loan documentation, closings, and ongoing maintenance to ensure accuracy and regulatory compliance.
• Partner with Relationship Managers, Portfolio Managers, and Private Bankers to support portfolio administration and risk management.
• Serve as a primary liaison between clients, sales teams, operations, and external partners to resolve complex inquiries.
• Process deposit and loan account activities, including account openings, maintenance, and service requests using internal systems.
• Collect required financial documentation from clients and coordinate timely submission to Credit Operations.
• Provide administrative and sales support, including reporting, scheduling, pipeline tracking, and preparation of client materials.

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
• Education Level: High school or GED