Associated Bank

Product Manager

• Develop and manage the digital product roadmap for the Private Wealth area
• Prioritize initiatives that deliver customer and business value
• Drive product strategy by evaluating customer needs, market trends, and business objectives
• Partner with engineering, delivery, and channel teams to bring new features and enhancements to market
• Build business cases and recommendations for product investments and strategic decisions
• Analyze product performance, adoption, and customer feedback to identify improvement opportunities
• Collaborate with marketing, operations, customer experience, risk, legal, and compliance teams
• Represent the platform in strategic planning and vendor roadmap discussions
• Monitor product outcomes and financial performance to support growth, utilization, and long-term success

Digital Product Manager – Private Wealth

Loan Officer

• Originate regulatory-compliant residential loan applications
• Develop client referral relationships with realtors, builders, attorneys, and other centers of influence
• Expand and deepen customer relationships by identifying needs and matching them with products and resources
• Monitor expedited processing of loan applications through regular contact with loan processors
• Conduct regular pipeline management
• Follow up on leads from personal efforts, industry contacts, inquiries, advertising, and direct mail
• Conduct regulatory-compliant loan pre-qualification interviews
• Explain and recommend appropriate loan programs based on pre-qualification interviews
• Maintain and follow up on loan leads until resolution
• Accept and review residential mortgage loan applications for compliance with Bank, industry, and agency guidelines
• Notify applicants who do not qualify and begin processing qualified applications promptly
• Solicit and originate mortgage loan programs, including for low-to-moderate areas and low-to-moderate income individuals
• Liaise with local, state, and federal government agencies and nonprofit community development groups
• Identify customer needs and cross-sell Bank products and services or refer customers to business partners
• Promote the Bank's loan programs in the community
• Prepare records and reports regarding loan solicitation, origination, and closing activities

Residential Loan Officer

Operations

• Lead daily operations across one or more teams.
• Set priorities, assign work, and manage workflows to meet service and productivity goals.
• Coach and develop employees through feedback, mentoring, training, and performance conversations.
• Support hiring, onboarding, recognition, development, and employee engagement.
• Monitor processes and performance to identify issues and maintain service standards.
• Ensure operational procedures, controls, security requirements, and audit standards are followed.
• Identify opportunities to simplify processes, improve efficiency, and strengthen customer and employee experience.
• Partner with teams across the organization to improve workflows and implement effective solutions.
• Stay current on industry practices and technology to support continuous improvement and team development.
• Report suspicious activity to Financial Intelligence.
• Report customer complaints and procedure violations to management or HR.
• Report ethical concerns to Associated Bank’s anonymous Ethics Hotline.

Operations Supervisor – ACH

Vice President

• Underwrite and analyze new loan originations, renewals, modifications, and annual reviews
• Monitor loan performance, borrower financials, and market conditions
• Assess portfolio health and maintain accurate risk ratings
• Partner with Relationship Managers and Credit teams to structure deals
• Conduct due diligence and ensure compliance with credit policies and regulations
• Participate in loan approval discussions and present credit recommendations
• Contribute to portfolio management strategies to enhance profitability and mitigate risk
• Mentor junior portfolio managers and support their professional development
• Represent Associated Bank at community and industry events

Commercial Real Estate Portfolio Manager – VP

General

• Coach Relationship Bankers through one-on-one and group sessions to improve sales and relationship-building skills
• Conduct in-branch observations and deliver real-time, actionable feedback to drive performance
• Analyze sales metrics to identify trends and create targeted development plans
• Partner with branch leaders to improve team effectiveness and achieve business goals
• Facilitate training sessions on sales techniques, products, and customer engagement
• Support consistent execution of sales processes and tools across branches
• Collaborate with cross-functional teams to align training with business strategies
• Strengthen sales performance across the branch network and improve customer engagement
• Help teams build deeper relationships, grow business results, and develop professionally

Retail Banking Development Officer, Western WI

Accountant

• Prepare journal entries, account reconciliations, balance sheet schedules, and supporting documentation
• Manage assigned general ledger accounts, investigate discrepancies, and resolve exceptions
• Support monthly, quarterly, and year-end close activities, including financial analysis and closing entries
• Provide accounting guidance, research results, code invoices, and resolve general ledger questions
• Prepare and review financial information and supporting schedules for SEC filings, management reports, investor materials, and regulatory reporting
• Coordinate with internal, external, and regulatory auditors by gathering documentation and responding to inquiries
• Research GAAP, FASB, SEC, and banking regulations
• Assist with implementing new accounting standards and reporting requirements
• Maintain accurate accounting records, processes, procedures, and internal financial controls
• Comply with applicable enterprise policies, laws, regulations, and Bank Secrecy Act requirements
• Report suspicious activity to Financial Intelligence
• Report customer complaints and procedure violations to management or HR
• Report ethical concerns through Associated Bank’s anonymous Ethics Hotline

Manager

• Manage and monitor a portfolio of private banking, commercial, and commercial real estate relationships
• Analyze financial statements, cash flow, collateral, and repayment sources to evaluate loan requests and recommend credit structures
• Prepare credit presentations and underwriting recommendations for new and existing borrowing relationships
• Develop financial analyses, profitability assessments, and lending recommendations for prospective and current client opportunities
• Oversee portfolio monitoring, including annual reviews, risk rating assessments, loan renewals, and covenant compliance
• Partner with relationship managers, credit teams, and business partners to address portfolio needs and resolve credit issues
• Track and report portfolio metrics, including loan maturities, documentation exceptions, financial reporting requirements, and past due accounts
• Identify opportunities to deepen client relationships through additional banking and financial services
• Maintain a strong presence within the community and marketplace

Private Bank Portfolio Manager II

• Provide administrative and relationship support to the Commercial Banking team through the loan closing and relationship management process
• Complete loan preparation, review, documentation and funding, and provide deposit support
• Assist Relationship Managers and Portfolio Managers with monitoring and managing the ongoing life of loan portfolios
• Handle clients' financial reporting and review reporting for proper entries in bank systems
• Work with team members to resolve potential issues
• Ensure adherence to standards and regulatory requirements
• Work directly with business customers, outside counsel and business partners to address needs, solve problems and provide customer service
• Coordinate all aspects of required loan documentation and due diligence for loan closings
• Review loan documents for accuracy, close loans with clients and coordinate with Commercial Loan Services and outside counsel
• Maintain client portfolios and process daily transactions based on customer requests
• Analyze collateral and financial reports and validate discrepancies with clients
• Collect past-due financial and legal documentation and maintain accurate portfolio reporting
• Provide customer support for fraud, overdrafts, wire issues and other service requests
• Liaise between operations/support departments, Commercial Banking teams and customers
• Provide backup support to team members and contribute to projects, training and process improvements

Commercial Relationship Specialist

Business Analyst

• Connect business needs with data and technology solutions supporting reporting, analytics, and decision-making
• Lead stakeholder discussions and discovery sessions to define objectives, priorities, and data and system requirements
• Analyze business processes, data flows, integrations, and dependencies to support solution design
• Document requirements, process flows, data mappings, user stories, acceptance criteria, and data definitions
• Investigate data issues using SQL and analytical methods, identify root causes, and recommend remediation
• Partner with business, Data Management, Data Engineering, IT, analytics, reporting, and technology teams on end-to-end solution delivery
• Support test planning, user acceptance testing, defect resolution, implementation readiness, and post-delivery validation
• Identify opportunities to improve processes, strengthen controls, automate manual work, and enhance data quality and reporting
• Validate data and reporting solutions for accuracy, completeness, reliability, and alignment with business needs
• Report suspicious activity to Financial Intelligence and customer complaints or procedure violations to management or HR
• Report ethical concerns through Associated Bank’s anonymous Ethics Hotline as needed

Senior Data Business Analyst

Threat Intelligence Specialist

• Investigate fraud alerts, suspicious account activity, and customer transactions to identify potential fraud and minimize risk
• Analyze fraud trends, transaction patterns, and risk indicators to support fraud detection and prevention strategies
• Monitor fraud detection systems and recommend rule and alert tuning enhancements
• Partner with internal business partners, law enforcement, and external vendors on fraud investigations and case resolution
• Document investigative findings and maintain accurate case records
• Ensure compliance with regulatory and internal reporting requirements
• Identify process improvements and recommend enhancements to fraud controls and monitoring practices
• Maintain knowledge of emerging fraud schemes, industry trends, and applicable regulations
• Report suspicious activity to Financial Intelligence
• Report customer complaints and procedure violations to management or HR
• Report ethical concerns through Associated Bank’s anonymous Ethics Hotline

Financial Intelligence Analyst – BSA

Team Leader

• Lead and develop a team of lending professionals through coaching, performance management, hiring support, and professional development.
• Oversee portfolio administration and credit risk management for policy, strategy, and regulatory compliance.
• Analyze and guide credit decisions, account management strategies, and risk mitigation plans.
• Coordinate due diligence with internal and external stakeholders from initial review through closing.
• Monitor portfolio performance, loan repayment activity, and client financial health.
• Manage renewals, portfolio reviews, and credit solution delivery.
• Collaborate with relationship teams and business partners to deepen client relationships and identify additional banking solutions.
• Serve as a client-facing leader on complex transactions, amendments, and challenged credits.
• Support strategic business objectives, credit excellence, client retention, relationship growth, and portfolio quality.

Asset Based Lending Team Leader

Account Manager

• Manage a portfolio of complex asset-based lending relationships while ensuring strong client retention and relationship growth
• Lead the closing of approved lending opportunities, including negotiating loan documentation and coordinating with internal and external stakeholders
• Monitor portfolio performance by analyzing financial statements, evaluating covenant compliance, and calculating key financial metrics
• Recommend account strategies and risk mitigation solutions based on changes in client performance, industry conditions, and credit quality
• Ensure portfolio administration and risk management activities align with established credit policies, business objectives, and regulatory requirements
• Partner with colleagues across the organization to identify opportunities and connect clients with banking, treasury, wealth management, and capital markets solutions
• Support the lending approval process through participation in credit and lender discussions and meetings
• Build and maintain professional networks through industry events, community involvement, and relationship-building activities
• Comply with applicable enterprise policies, laws, regulations, and Bank Secrecy Act requirements
• Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required

Asset Based Lending Relationship Manager – SVP

Supervisor

• Lead, coach, and supervise a team of client delivery specialists
• Provide ongoing guidance, performance feedback, and professional development support
• Oversee daily client delivery activities
• Triage service-related issues and help ensure timely, accurate resolution of requests
• Support implementation and communication of policies, procedures, and operational strategies
• Promote adherence to policies and procedures across the team
• Maintain and update operational procedures for consistent and efficient service delivery
• Manage a select portfolio of high-profile client and internal department accounts
• Perform account setup and maintenance activities
• Develop expertise in treasury management products and services
• Collaborate with internal stakeholders to coordinate implementation and servicing of treasury management solutions
• Support system upgrades, conversions, migrations, and acquisition-related activities impacting client delivery operations
• Report suspicious activity to Financial Intelligence
• Report customer complaints and procedure violations to management or HR
• Report ethical concerns to Associated Bank’s anonymous Ethics Hotline

Client Delivery Supervisor – Commercial Deposits

Artificial Intelligence

• Lead the enterprise AI portfolio, including use-case intake, evaluation, prioritization, and investment governance
• Drive executive-level portfolio reviews, decision-making forums, and strategic planning discussions
• Develop and enhance AI governance frameworks, operating models, policies, and accountability processes
• Partner with business, technology, finance, risk, legal, compliance, and security teams to align AI initiatives with enterprise priorities
• Establish methods to measure AI adoption, business value, ROI, and benefits realization
• Lead enterprise AI literacy, training, communications, and change enablement programs
• Build and support the AI Champion network to accelerate responsible AI adoption across the organization
• Deliver executive reporting and insights on portfolio performance, investments, adoption, and business outcomes
• Directly represent yourself and your own experiences during the recruiting and hiring process
• Fully comply with applicable enterprise policies and procedures and report required issues to management, HR, Financial Intelligence, or the Ethics Hotline

Senior Principal, AI Portfolio, Adoption & Governance

• Lead and develop a team of credit professionals through coaching, talent development, and performance management
• Evaluate and approve commercial lending requests in alignment with credit policies, risk tolerances, and regulatory requirements
• Partner with Commercial Banking leaders to structure credit solutions supporting client needs and business growth
• Monitor portfolio quality, asset quality ratings, and concentration trends to proactively identify and manage risk
• Provide guidance on loan policy, underwriting standards, and credit risk management
• Collaborate with relationship managers and portfolio managers to strengthen credit analysis and lending practices
• Support executive reporting, loan loss forecasting, and portfolio reviews through accurate risk assessments
• Contribute to strategic initiatives, including portfolio acquisitions, integrations, and continuous improvement efforts
• Provide credit leadership, risk oversight, and approval support for Commercial Lending teams
• Develop a team of experienced credit professionals and support profitable growth