Trust Operations Lead Specialist

Associated Bank•Green Bay, WI

2d•$20 - $35

About The Position

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. As the Trust Operations Lead, you will serve as the department’s subject matter expert and primary operational contact. You’ll guide daily workflow, strengthen team expertise through training, and enhance procedures to support accuracy, efficiency, and regulatory compliance. This role offers the opportunity to influence operational improvements and mentor colleagues across the Trust Operations team.

Requirements

Associate degree in Business or Accounting (or equivalent experience).
3+ years of experience in trust, investments, finance, or accounting.

Nice To Haves

Bachelor’s degree in Business or Accounting (or equivalent experience).
4+ years of experience specifically in trust or investments.

Responsibilities

Lead daily Trust Operations workflow, ensuring all tasks are completed accurately and on time.
Mentor colleagues through training, cross-training, and knowledge development to strengthen team expertise.
Analyze processes and recommend updates that enhance efficiency, compliance, and alignment with Trust Company goals.
Coordinate and oversee departmental projects, maintaining awareness of system updates and regulatory changes.
Research escalated or unique operational issues and partner with trust administration and management to resolve them.
Update and maintain procedures to support productivity, accountability, and audit/compliance requirements.
Review and address exception reporting, applying sound judgment to ensure proper resolution.
Support internal and external audits by providing expertise on Trust systems and operational processes.

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.

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