Private Banking Assistant

Associated Bank

Private Banking Associate supporting high-net-worth clients with loans, deposits, portfolios, and compliance. Partnering across Associated Bank to deliver personalized financial solutions and service.

Posted 8/12/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan processing, compliance with regulatory standards, and client service management, particularly for high net worth clients. Proficient in coordinating documentation and transactions while ensuring adherence to the Bank Secrecy Act and S.A.F.E. Act requirements.

Highest-signal resume keywords

Loan ProcessingCompliance ManagementClient Service ManagementFinancial Statement ReviewDocumentation Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan DocumentationDeposit TransactionsFinancial ServicesApplication SubmissionAsset Quality ManagementAccount OpeningsWire TransfersStop PaymentsClient OutreachReporting

Soft Skills

Problem SolvingCollaborationCommunication

Certifications & Qualifications

S.A.F.E. Act Registration

Industry Keywords

Bank Secrecy ActAnti-Money LaunderingRegulatory ComplianceHigh Net Worth ClientsFinancial Statements

About the role

Key responsibilities & impact

Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking
Monitor loan portfolios by tracking renewals, reviewing financial statements, and supporting asset quality management
Process deposit and loan transactions, including account openings, wire transfers, stop payments, and other client service requests
Partner with credit, legal, and customer care teams to resolve complex transactions and client issues
Support Private Bankers with scheduling, reporting, client outreach, and presentation materials
Ensure documentation and account activity meet compliance, risk management, and regulatory standards
Operate in compliance with internal policies, applicable regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements
Submit required information to meet registry requirements, obtain a unique identifier, and maintain S.A.F.E. Act registration requirements

Requirements

What you’ll need

Associate’s degree in Business, Finance, Accounting, or related field, or equivalent experience
2+ years of banking, financial services, or administrative experience
Experience supporting high net worth clients preferred
Experience with loan and deposit documentation processes preferred
Must submit required information to meet registry requirements
Must obtain a unique identifier and maintain registration requirements as directed by the S.A.F.E. Act
Thorough background check required for all new hires
Compliance with internal policies, applicable laws, regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements
Ability to directly represent own identity and experiences during recruiting and hiring

Benefits

Comp & perks

Retirement savings including both 401(k) and Pension plans
Paid time off to volunteer in your community
Diversity-focused Colleague Resource Groups
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
Opportunities to expand expertise within Private Banking
Accommodation assistance throughout the application, interview and hiring process