Commercial Relationship Specialist

🕒 September 21

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $17 - $30 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Associated Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1874

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

Associated Bank is a Midwestern bank offering a wide array of banking services, including personal, business, and commercial banking. It provides features like digital banking, retirement plans, brokerage accounts, and wealth management services. The bank emphasizes community involvement and sustainability, investing significantly in initiatives such as affordable housing and economic development. Known for its Midwest-based customer care, Associated Bank operates hundreds of branches in Illinois, Minnesota, and Wisconsin, and provides various online and mobile banking solutions.

📋 Description

• Provide administrative and relationship support to the Commercial Banking team through the loan closing and relationship management process • Complete loan preparation, review, documentation and funding, and provide deposit support • Assist Relationship Managers and Portfolio Managers with monitoring and managing the ongoing life of loan portfolios • Handle clients' financial reporting and review reporting for proper entries in bank systems • Work with team members to resolve potential issues • Ensure adherence to standards and regulatory requirements • Work directly with business customers, outside counsel and business partners to address needs, solve problems and provide customer service • Coordinate all aspects of required loan documentation and due diligence for loan closings • Review loan documents for accuracy, close loans with clients and coordinate with Commercial Loan Services and outside counsel • Maintain client portfolios and process daily transactions based on customer requests • Analyze collateral and financial reports and validate discrepancies with clients • Collect past-due financial and legal documentation and maintain accurate portfolio reporting • Provide customer support for fraud, overdrafts, wire issues and other service requests • Liaise between operations/support departments, Commercial Banking teams and customers • Provide backup support to team members and contribute to projects, training and process improvements

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience in Business • Bachelor's Degree or equivalent combination of education and experience in Finance • Bachelor's Degree or equivalent combination of education and experience in Accounting • 2-4 years of banking or office experience with knowledge of banking products, services, procedures and practices, along with loan documentation knowledge • Knowledge of loan documentation, monitoring and closing related to Commercial Banking preferred • Experience with Ambit Commercial Lending System, CoreBank, SalesPro and Stucky preferred • Must directly represent yourself and your own experiences during the recruiting and hiring process • Must undergo a thorough background check • Must comply with applicable enterprise policies, procedures, laws and regulations, including the Bank Secrecy Act • Responsible for reporting suspicious activity, customer complaints, procedure violations and ethical concerns as required

🏖️ Benefits

• Retirement savings including both 401(k) and Pension plans • Paid time off to volunteer in your community • Opportunities to connect with others through diversity-focused Colleague Resource Groups • Competitive salaries • 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