Private Banking Assistant

Associated Bank • Chicago, IL

22h • $21 - $36

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. Role Summary Support Private Bankers and leadership by managing loan and deposit documentation while delivering a seamless experience for high net worth clients. This role plays a key part in ensuring compliance, accuracy, and timely execution of banking transactions. You’ll gain exposure to complex client relationships and develop expertise across lending, deposits, and private banking operations.

Requirements

• Associate’s degree in Business, Finance, Accounting, or equivalent combination of education and experience
• 2+ years of banking, financial services, or administrative experience
• Ability to meet S.A.F.E. Act registration and compliance requirements, including credit check

Nice To Haves

• Experience supporting private banking or wealth management teams
• Familiarity with loan documentation, deposit systems, and regulatory requirements
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment

Responsibilities

• Coordinate and process new loan requests and renewals, ensuring accurate documentation, compliance, and timely booking
• Review loan and deposit documents for accuracy and adherence to regulatory and internal standards
• Manage client accounts by processing transactions such as wires, stop payments, account openings/closings, and maintenance requests
• Partner with Private Bankers and internal teams to resolve complex client issues and deliver high-touch service
• Monitor loan portfolios, track renewals, and review financials to maintain asset quality and prevent delinquencies
• Provide administrative and sales support, including scheduling, reporting, and preparing client presentation materials
• Act as a liaison with internal partners (credit, legal, customer care) to ensure smooth transaction execution
• Build strong relationships with high net worth clients by proactively addressing needs and delivering exceptional service

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: Entry Level
• Education Level: Associate degree