Sales & Support Specialist Community Markets
Associated Bank, Rockford, Illinois, United States, 61103
Role Summary
Support a dynamic Commercial/Private Banking team by providing administrative deposit and loan documentation support across the full client lifecycle. This role plays a key part in delivering accurate compliant solutions while ensuring an exceptional client experience. You’ll gain exposure to complex commercial relationships and opportunities to grow your banking expertise.
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.
Key Accountabilities
Coordinate and manage commercial loan documentation closings and ongoing maintenance to ensure accuracy and regulatory compliance.
Partner with Relationship Managers, Portfolio Managers and Private Bankers to support portfolio administration and risk management.
Serve as a primary liaison between clients, sales teams, operations and external partners to resolve complex inquiries.
Process deposit and loan account activities including account openings, maintenance and service requests using internal systems.
Collect required financial documentation from clients and coordinate timely submission to Credit Operations.
Provide administrative and sales support including reporting, scheduling, pipeline tracking and preparation of client materials.
Education & Experience Required
High School Diploma or equivalent.
2 years experience in banking or an office environment with knowledge of commercial/business banking products and loan documentation.
Preferred
Experience supporting Commercial or Private Banking teams.
Strong understanding of regulatory and compliance requirements.
Why You’ll Love Working Here At Associated Bank you’ll join a collaborative client‑focused culture that values integrity, development and teamwork. We offer meaningful career growth, ongoing learning and the opportunity to support businesses in your community.
In 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, employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Compliance Statement Associated 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.
Pay Range $19.08 – $32.71 per hour
Key Skills Data Entry, Customer Service, Account Executives, Email, Product Knowledge, Account Management, Communication, CRM, Salesforce, Phone Calls, RFP, Sales Goals, Powerpoint, Technical Support, Sales Support
Employment Type Full‑Time
Experience Years
Vacancy 1
Hourly Salary 19 – 32
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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.
Key Accountabilities
Coordinate and manage commercial loan documentation closings and ongoing maintenance to ensure accuracy and regulatory compliance.
Partner with Relationship Managers, Portfolio Managers and Private Bankers to support portfolio administration and risk management.
Serve as a primary liaison between clients, sales teams, operations and external partners to resolve complex inquiries.
Process deposit and loan account activities including account openings, maintenance and service requests using internal systems.
Collect required financial documentation from clients and coordinate timely submission to Credit Operations.
Provide administrative and sales support including reporting, scheduling, pipeline tracking and preparation of client materials.
Education & Experience Required
High School Diploma or equivalent.
2 years experience in banking or an office environment with knowledge of commercial/business banking products and loan documentation.
Preferred
Experience supporting Commercial or Private Banking teams.
Strong understanding of regulatory and compliance requirements.
Why You’ll Love Working Here At Associated Bank you’ll join a collaborative client‑focused culture that values integrity, development and teamwork. We offer meaningful career growth, ongoing learning and the opportunity to support businesses in your community.
In 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, employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Compliance Statement Associated 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.
Pay Range $19.08 – $32.71 per hour
Key Skills Data Entry, Customer Service, Account Executives, Email, Product Knowledge, Account Management, Communication, CRM, Salesforce, Phone Calls, RFP, Sales Goals, Powerpoint, Technical Support, Sales Support
Employment Type Full‑Time
Experience Years
Vacancy 1
Hourly Salary 19 – 32
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