Sales & Support Specialist - Community Markets

Company: Disability Solutions
Location: Eau Claire
Posted on: April 20, 2024

Job Description:

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.We invite you to view the opportunity below. Provide administrative, deposit, loan preparation/review/documentation/funding support to the team. The team may include a Segment Leader, Team Leader, Relationship Managers, Portfolio Managers, Lead/Supervisor and other Commercial Banking team members. Ensure adherence to standards and regulatory requirements. Work directly with business customers and associates to solve problems and provide superior customer service.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.This person will also:

• Coordinate all aspects of required loan documentation including but not limited to document requests, corresponding with title insurance companies to order appropriate title work, review loan documents for accuracy, closing the loan with the client, and working with Commercial Loan Services and outside counsel to ensure proper documentation. Perform ongoing maintenance while adhering to compliance guidelines. This may include complex documentation required for loan participation.
• Support clients and affiliates by solving problems and complex questions to ensure superior customer service. Function as liaison between operations/support departments, Commercial and Private Banking Sales Teams and customers. Act as central resource area for Commercial and Private Banking issues.
• Use on line deposit and loan systems to obtain vital customer information, open and close accounts, issue stop payments, process check orders and perform various other service requests. Provide customer service and process daily transactions for Commercial and Private Banking customers as requested. Contact customers to collect financials due and/or coming due. Once collected, send them to Credit Operations for processing.
• Provide general administrative and sales support to the team. Administrative may include meeting scheduling/coordination, travel planning, correspondence, expense reporting, supply ordering, maintaining up-to-date client, prospect and COI listings, reporting and other projects as needed. Sales support may include monitoring and updating internal systems, reporting and preparing sales presentation materials/collateral, as necessary, maintenance of new business pipeline reports. Also provide support in the loan preparation/review/documentation/funding and deposit processes.
• Work with Private Bankers, Relationship Managers and Portfolio Managers to ensure the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines.Review the qualifications listed below:Education
  • High School. RequiredExperience
    • 2-4 years Banking or office with knowledge of commercial banking products, services, procedures and practices, extensive loan documentation knowledge. RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
      • 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.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Eau Claire , Sales & Support Specialist - Community Markets, Sales , Eau Claire, Wisconsin