Client Delivery Specialist Senior Officer
Chicago, IL 
Posted 26 days ago
Job Description

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.

We invite you to view the opportunity below.

Ensure smooth onboarding of products and services for new and existing clients. Collaborate with internal departments and clients' Finance, Legal, and IT teams. 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.

This person will also:

  • Facilitate new product and service implementation, ensuring proper delivery and use.

  • Resolve customer questions and operational errors regarding product setup.

  • Conduct online and in-person training sessions, establishing and communicating training materials.

  • Manage workflow for new and incremental implementations, meeting SLA targets.

  • 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.

  • Adhere to internal and external policies and regulations, providing account maintenance for complex or high-profile clients.

Review the qualifications listed below:


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


  • 4-7 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 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. 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-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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 to individuals with disabilities throughout the application & interview process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the interview process.

Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
4 to 7 years
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