Trust Operations Lead Specialist

remote type

On-Site

locations

Green Bay 433 Main

time type

Full time

posted on

Posted Yesterday

job requisition id

JR104370

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.

As the Trust Operations Lead, you will serve as the department's subject matter expert and primary operational contact. You'll guide daily workflow, strengthen team expertise through training, and enhance procedures to support accuracy, efficiency, and regulatory compliance. This role offers the opportunity to influence operational improvements and mentor colleagues across the Trust Operations team.

Key Accountabilities

Lead daily Trust Operations workflow, ensuring all tasks are completed accurately and on time.

Mentor colleagues through training, cross-training, and knowledge development to strengthen team expertise.

Analyze processes and recommend updates that enhance efficiency, compliance, and alignment with Trust Company goals.

Coordinate and oversee departmental projects, maintaining awareness of system updates and regulatory changes.

Research escalated or unique operational issues and partner with trust administration and management to resolve them.

Update and maintain procedures to support productivity, accountability, and audit / compliance requirements.

Review and address exception reporting, applying sound judgment to ensure proper resolution.

Support internal and external audits by providing expertise on Trust systems and operational processes.

Education & Experience

Required :

Associate degree in Business or Accounting (or equivalent experience).

3+ years of experience in trust, investments, finance, or accounting.

Preferred :

Bachelor's degree in Business or Accounting (or equivalent experience).

4+ years of experience specifically in trust or investments.

Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team committed to delivering exceptional service and operational excellence. We support your growth through continuous learning, mentorship, and opportunities to lead impactful projects.

Apply today to take the next step in your Trust Operations career.

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 leavesandaccommodations@associatedbank.com 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.

$20.29 - $34.79 per hour