Client Delivery Specialist Senior Officer

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.

We invite you to view the opportunity below.

The Client Delivery Specialist ensures seamless onboarding of banking products and services for new and existing clients. This role collaborates with internal teams (Sales, Product, Legal, Risk, Compliance, Operations, and Technology) and client departments (Finance, Legal, IT) to implement solutions. Responsibilities include managing multiple implementation projects, client interactions, training (in-person and virtual), action item tracking, deposit account setup, and new product rollouts. Specialists are measured by Time to Revenue and the ability to deliver a best-in-class client experience.

This person will also:

• Facilitate implementation and billing of new products and services for clients, ensuring proper setup and customer satisfaction. Address and resolve client inquiries and operational issues.

• Manage daily workflows related to new and incremental implementations.

• Conduct client training sessions—virtually or onsite—developing materials, tailoring content, and ensuring training objectives are met.

• Lead group sessions to boost product usage across clients.

• Oversee pre- and post-implementation processes to ensure quality delivery aligned with SLAs.

• Open and maintain deposit accounts, including for high-profile clients with complex structures.

• Match client needs with bank capabilities, owning tasks related to onboarding, troubleshooting, and solution delivery. Manage multiple projects, such as service upgrades and reporting.

• Maintain deep knowledge of Treasury Management products and industry trends. Collaborate with the CDTM Implementation Team to ensure compliance with documentation standards.

• Adhere to all policies and regulations, and mentor junior specialists to ensure consistency and quality. 

Education

• Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting. Required

Experience

• 2-4 years Banking, project management or business development. Knowledge of CDTM products, and other non-borrowing and bank products and services. Required

Licenses and Certifications

• AAP - Accredited ACH Professional. Preferred

• CTP - Certified Treasury Professional. Preferred

• CAMS-Certified Anti-Money Laundering Specialist. Preferred

• CAPM - Certified Associate in Project Management. Preferred

• Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

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 and Minnesota 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 is an Affirmative Action and Equal Opportunity Employer. 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.