Associated Bank
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The Regional Sales Manager at Associated Bank oversees the licensed sales team, focusing on achieving sales targets. Responsibilities include coaching sales associates, ensuring compliance with regulations, and collaborating with banking management to optimize sales efforts. The role emphasizes building partnerships for collective success and managing a sales pipeline.
The Product Analyst at Associated Bank will conduct detailed analysis of product offerings, manage data gathering processes, perform competitive analysis, support product managers, and ensure adherence to documentation and procedures for CDTM products. The role requires strong coordination across operations and sales teams to enhance product offerings and improve processes.
The Senior Wealth Planner at Associated Bank is responsible for fostering client relationships, providing comprehensive wealth planning services to high net worth individuals, and facilitating sales through goal-based strategies. The role requires expertise in financial planning, investment management, and the ability to collaborate with various banking departments to enhance client services and cross-sell opportunities.
The SOX Analyst will assist the Controller group in compliance with Sarbanes-Oxley Act requirements. Responsibilities include risk assessments, documenting financial processes, testing controls, and collaborating with internal and external stakeholders on SOX testing and remediation efforts.
The Senior Data Scientist at Associated Bank leads a team in solving complex business issues via data analysis, predictive modeling, and machine learning. This role involves overseeing model development, managing cloud-based data processes, and ensuring effective communication with business leaders. Continuous learning and mentorship are also key aspects of this position.
The Financial Intelligence Analyst conducts investigations involving financial documents and transactions to detect fraud, prepares detailed reports including Suspicious Activity Reports (SAR), assists in managing customer interactions, and collaborates with law enforcement on financial crimes. The role includes adherence to regulatory compliance and ongoing professional development.
The Operations Research Lead provides legal direction for a research team regarding levies, garnishments, subpoenas, and more. This role includes managing daily tasks, mentoring staff, maintaining compliance, analyzing complex legal situations, and ensuring timely resolutions while meeting performance goals.
The Financial Advisor at Associated Bank is responsible for providing investment and insurance products to clients, utilizing a holistic financial planning approach to meet their needs. The role involves building and maintaining strong client relationships, achieving sales objectives, and collaborating with team members to deliver comprehensive financial services. Compliance with regulations and internal procedures is essential.
The Portfolio Manager, AVP at Associated Bank manages Commercial Real Estate relationships through underwriting, credit monitoring, and portfolio management. Responsibilities include analyzing financial data for loan requests, preparing credit presentations, monitoring loan performance, and collaborating with Relationship Managers. The role also involves ensuring compliance with lending policies and participating in special projects.
The Relationship Manager will develop and manage a portfolio of commercial and commercial real estate relationships, ensuring client retention and asset growth while adhering to risk management policies. Responsibilities include collaborating with internal partners for business development, cross-selling products, analyzing financial data, and providing financial advice to clients. Community engagement and building positive relationships are also key aspects of this role.
The Senior Wealth Planner will engage with client advisers to implement goal-based financial planning, enhance closing rates for complex prospects, and deepen existing client relationships. This role involves providing expert guidance on financial planning, collaborating with colleagues, developing financial materials, and staying updated on industry trends to drive business opportunities.
The Financial Advisor at Associated Bank provides essential financial services and advice regarding investment and insurance products. The role involves building client relationships, adhering to compliance regulations, achieving sales objectives, and maintaining an extensive knowledge of market trends and financial needs for high net worth clients.
The HR Operational Risk Oversight Manager at Associated Bank will oversee operational risk mitigation within the HR department, assess and manage human capital risks, and ensure compliance with regulations. The role involves developing risk management processes, providing guidance to business lines, reporting deficiencies, and tracking regulatory changes.
As a Financial Intelligence Lead, oversee a team conducting quality assessments of fraud alerts and investigations, enhance departmental efficiencies, ensure compliance with regulations, act as a technical resource, and prepare Suspicious Activity Reports.
Manage compliance and operational risk management programs, providing oversight and ensuring adherence to regulatory requirements. This role involves developing performance standards, maintaining efficiency in risk programs, and conducting reporting and analytics to enhance processes. Collaborate with management to ensure corporate policies comply with laws and regulations, while also tracking deficiencies and staff performance.
The Capital Stress Testing Manager develops and monitors the capital stress testing program, analyzes testing results, and ensures compliance with regulations. Responsibilities include leading model development, managing data sources, reviewing assumptions, maintaining documentation, coordinating management oversight, and supporting quantitative deliverables related to capital stress testing and interest rate risk analysis.
The Digital Product Owner is responsible for managing application features and functionalities, defining user experiences, maintaining project backlogs, and engaging with stakeholders to ensure successful product delivery. They lead agile ceremonies, guide development teams, and ensure product goals align with business objectives.
The Portfolio Manager will manage complex investment portfolios for agency and fiduciary accounts, developing investment strategies based on client needs and objectives. Responsibilities include overseeing compliance, conducting research, and communicating portfolio strategies to clients. A strong focus on financial analysis and relationship management with multi-generational clients is essential.
Manage the investment and insurance sales team, coaching and training for success, overseeing compliance, setting sales targets, and fostering partnerships to achieve overall sales and profitability goals.
The Commercial Relationship Specialist supports the Commercial Banking team by providing administrative and relationship support through loan preparation, documentation, and funding processes. Responsibilities include monitoring loan portfolios, reviewing financial reporting, and ensuring compliance with regulations while maintaining superior customer service.