Operations Technician - Decedents
Associated Bank
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.
Role SummaryIn this role, you will support key operational processes by managing work from start to finish while ensuring accuracy and timely completion. You’ll coordinate information across teams, resolve complex issues, and provide guidance to less experienced technicians. This position offers opportunities to build technical expertise, strengthen problem-solving skills, and grow within our operations team.
Key Accountabilities
Process operational tasks from receipt to completion, ensuring accuracy, timeliness, and full resolution.
Manage IRA-related activities, including preparing beneficiary documents and maintaining accounts until closure or re-titling.
Prepare attorney letters and other required documentation with precision and attention to detail.
Execute tasks such as returning Social Security payments, canceling automatic transactions, and delinking credit lines.
Research complex issues, determine root causes, and provide effective solutions.
Serve as an escalation point for less experienced technicians and provide training, support, and guidance.
Coordinate information with internal partners to ensure smooth operations and consistent customer support.
Education & Experience
Required:
High school diploma or equivalent
2+ years office experience
Preferred:
Associate’s degree or Technical Diploma
3+ years office or operations experience
Why You’ll Love Working Here
You’ll join a team that values collaboration, continuous learning, and a strong commitment to serving our customers with excellence. We create space for growth, encourage new ideas, and help you build a meaningful career in operations.
Apply today to make an impact and grow with Associated Bank.
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.
$17.00 - $25.73 per hour