Commercial Relationship Specialist

Reposted 4 Days Ago
Be an Early Applicant
Kilbourntown, WI, USA
In-Office
18-30 Hourly
Junior
Fintech
The Role
The Commercial Relationship Specialist supports commercial banking clients, coordinating loan closings, analyzing financial reports, and processing transactions while ensuring compliance and delivering high-quality customer service.
Summary Generated by Built In

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary
Associated Bank is seeking a Commercial Relationship Specialist to support commercial banking clients through the loan closing and portfolio management process. In this role, you will partner with Relationship Managers, Portfolio Managers, and internal teams to deliver accurate, timely, and high-quality client support. This is a great opportunity to build commercial banking expertise while contributing to a collaborative and fast-paced team environment.
Please Note: This position can also be hired as a Commercial Relationship Specialist or Senior Commercial Relationship Specialist. We will assess applicants based on their skills and years of relevant experience.Key Accountabilities
  • Coordinate loan closing activities, including due diligence, documentation review, funding support, and ongoing maintenance.
  • Analyze customer financial and collateral reports to support portfolio monitoring and risk management activities.
  • Process daily banking transactions and maintain accurate client and portfolio information within internal systems.
  • Partner with Relationship Managers, Portfolio Managers, operations teams, and outside counsel to resolve issues and support client needs.
  • Deliver responsive customer service by addressing client inquiries and assisting with fraud, overdraft, and wire-related requests.
  • Monitor compliance with internal policies, legal documentation requirements, and commercial banking procedures.
  • Support reporting, tracking, and portfolio administration activities to ensure accurate and timely documentation.
  • Contribute to team projects, process improvements, and ongoing learning and development initiatives.
Education & Experience

Required

  • Bachelor’s degree in Business, Finance, Accounting, or equivalent combination of education and experience.
  • 2+ years of banking or office experience with knowledge of banking products, services, procedures, and loan documentation.
  • Strong organizational, communication, and problem-solving skills.
  • Ability to manage multiple priorities while delivering high-quality customer service.

Preferred

  • Experience with commercial loan documentation, monitoring, and closing activities.
  • Familiarity with systems such as Ambit Commercial Lending System, CoreBank, SalesPro, and Stucky.
  • Experience supporting commercial banking portfolios or complex client relationships.
Why You’ll Love Working Here

At Associated Bank, you’ll join a collaborative team that values relationship building, continuous learning, and professional growth. You’ll have opportunities to expand your commercial banking knowledge, contribute to impactful projects, and work alongside experienced professionals who support your development.

Apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

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, an employee stock purchase plan, military benefits and much more.  

  • Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

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.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$17.70 - $30.35 per hour

Skills Required

  • Bachelor's degree in Business, Finance, Accounting, or equivalent experience
  • 2+ years of banking or office experience
  • Knowledge of banking products, services, procedures, and loan documentation
  • Strong organizational, communication, and problem-solving skills
  • Ability to manage multiple priorities
  • Experience with commercial loan documentation
  • Familiarity with Ambit Commercial Lending System, CoreBank, SalesPro, and Stucky
  • Experience supporting commercial banking portfolios or complex relationships

Associated Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Associated Bank and has not been reviewed or approved by Associated Bank.

  • Retirement Support The package includes a company‑paid pension alongside a 401(k) match and an employee stock purchase plan with a company match. This combination meaningfully strengthens long‑term wealth building.
  • Healthcare Strength Coverage spans medical, dental, vision, mental‑health resources, and HSA options with a company contribution, plus domestic‑partner eligibility and free 1:1 health coaching. The breadth of offerings is a notable advantage even when other elements of pay feel average.
  • Leave & Time Off Breadth Competitive PTO, a robust paid‑holiday schedule, paid volunteer time, and options such as purchasing additional PTO reflect depth in time‑off programs. These policies are widely viewed as positives.

Associated Bank Insights

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The Company
HQ: Green Bay, WI
4,448 Employees

What We Do

Associated Banc-Corp (NYSE: ASB) has total assets of $34 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 220 banking locations serving more than 120 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.

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