Deposit Services Representative II - CRE-1810800

Description

Equal Opportunity Employer
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282. 

JOB SUMMARY
Support the Commercial Real Estate Relationship Managers (RM) by providing quality client service as it relates to all deposit related wire transfers, account inquiries, and overdraft reporting. Responsible for opening accounts, verifying and processing changes to existing accounts, answering client questions, and resolving related account problems to ensure customer satisfaction. Additionally, responsible for preparing all associated documents, assisting customers with signing documents necessary to complete transactions, receiving initial deposits and/or transferring funds from existing accounts or prepare sight draft to obtain funds.

As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

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 requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.

KEY RESULT AREAS
Problem Solving
Deposit support & administration
Customer Service
Sales Support
Asset Quality
Research
Other Ensures compliance with bank policies and procedures

JOB ACCOUNTABILITIES

• 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. 

• Opens accounts, verifies and processes changes to existing accounts, answers client questions, and resolves related account problems to ensure customer satisfaction. Prepare all documents and paper work, assist customers with signing documents necessary to complete transactions, receive initial deposits and/or transfer funds from existing accounts or prepare sight draft to obtain funds. 

• Ensures positive public perception by extending a courteous greeting and welcome to existing or potential clients and providing quality client service in servicing their needs by adapting to differences in customers, identifying needs, presenting solutions through product benefits. 

• Develop and monitor escrow accounts. 

• Develops and maintains client relationships and recognizes referral opportunities throughout Trust, Business Banking, Private Banking, and Retail Departments.

• Enroll customers to enable their usage of all technologies central to maximizing convenience and accessibility. 

• Process all TellerCapture transactions for Commercial Real Estate Department 

• Review account analysis reports and take appropriate action if necessary. 

• Place and maintain all collateral holds. 
 

Qualifications

 

QUALIFICATIONS:
Required Education: Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting, or related discipline

Required Experience: 2-4 years Years of experience in CRE or commercial/retail banking.

Required Experience: Working knowledge of loan documentation, loan structuring and collateral procedures

Required Experience: Working knowledge of CRE lending policies and procedures

Required Experience: Knowledge of DDA products in commercial and retail banking

Special Skill Requirements:
Customer Relations
Ability to Multi Task and Prioritize
Organizational
Other: Excellent verbal, written and interpersonal skills
Other: Computer literate in Microsoft Office products, and the ability to quickly learn new software/systems
Other: Thorough knowledge of bank products, services and systems
Other: Proven analytical and accounting skills

Other Duties and Responsibilities
Performs other duties as assigned.

Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, "fax" machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Maintain credit exception approval percentages within corporate approved guidelines

 

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