Sales & Support Specialist - Community Markets
Company: Disability Solutions
Location: Eau Claire
Posted on: May 5, 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, La Crosse , Sales & Support Specialist - Community Markets, Sales , Eau Claire, Wisconsin
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