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Senior Client Delivery Officer

2 months ago

Milwaukee, Wisconsin, United States Associated Banc-Corp Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Delivery Officer to join our team at Associated Banc-Corp. As a key member of our Client Delivery team, you will be responsible for ensuring smooth onboarding of products and services for new and existing clients.

Key Responsibilities
  • Collaborate with internal departments and clients' Finance, Legal, and IT teams to ensure seamless implementation of products and services.
  • Manage multiple implementation projects, including client interaction, training, action item tracking, deposit account opening, and new product roll-outs.
  • Conduct training sessions, both in-person and online, for existing customers on new or existing products and services.
  • Facilitate new product and service implementation, ensuring proper delivery and use.
  • Resolve customer questions and operational errors regarding product setup.
  • Mentor and train other Client Delivery Specialists, aligning clients' needs with bank capabilities.
  • Organize and execute multiple projects, maintaining knowledge of Treasury Management products and services.
  • Partner with the CDTM Implementation Team to ensure compliance with Bank standards.
Requirements
  • Bachelor's Degree or equivalent combination of education and experience in Business, Finance, Accounting or related field.
  • 4-7 years Banking, project management or business development experience, with knowledge of CDTM products and other non-borrowing and bank products and services.
  • AAP - Accredited ACH Professional within 2 years (Preferred).
  • CTP - Certified Treasury Professional within 2 years (Preferred).
  • CAMS-Certified Anti-Money Laundering Specialist within 2 years (Preferred).
  • CAPM - Certified Associate in Project Management within 2 years (Preferred).
  • Must have access to reliable transportation and the ability to lawfully drive self, if applicable.
What We Offer
  • Competitive salaries with professional development and advancement opportunities.
  • 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.
  • Personal banking, loan, investment and insurance benefits.
Compliance Statement

Associated Banc-Corp 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.