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Centralized Sales Assistant at Associated Bank, NA - ApplyBlast

Centralized Sales Assistant

Associated Bank, NA

5 months ago

Madison, WI

Onsite

Full Time

Junior

0 applicants

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About this role

A member of Associated Bank's AIS Centralized Sales Support team drives operational efficiency and client satisfaction by facilitating investment and insurance transactions, managing account workflows, and ensuring strict regulatory compliance. The role involves interactive support for financial advisors, accurate data entry within CRM systems, and coordination with operations to handle onboarding and audit documentation.

Responsibilities

Support investment and insurance sales activities by opening new client accounts and maintaining records.
Provide responsive service to advisors and clients by answering questions and resolving issues.
Manage transaction workflows by submitting documentation and ensuring timely completion.
Maintain compliance with BSA and KYC standards while processing financial account administration.
Enter and maintain financial planning data, CRM updates, and client activity records accurately.

Skills

Qualifications

Associate's degree in Finance, Business, or related field

About Associated Bank, NA

associatedbank.com

Headquarters

Green Bay, Wisconsin, United States

Company Size

1001-5000 employees

Founded

1861

View Profile

Associated Bank is a leading financial institution that offers a comprehensive range of banking products and services, including checking and savings accounts, personal loans, mortgages, and wealth management solutions. The bank emphasizes customer convenience with features like online banking, mobile banking, and 24/7 customer support. Known for its dedication to customer service and community involvement, Associated Bank aims to provide tailored financial solutions to meet the diverse needs of its clients.