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Trust Operations Lead Specialist
Trust Operations Lead SpecialistAssociated Bank • Green Bay, Wisconsin, USA
Trust Operations Lead Specialist

Trust Operations Lead Specialist

Associated Bank • Green Bay, Wisconsin, USA
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.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.

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 departments subject matter expert and primary operational contact. Youll 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 :

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

4 years of experience specifically in trust or investments.

Why Youll Love Working Here

At Associated Bank youll 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-focusedColleague Resource Groups.

Competitive salaries with professional development and advancement opportunities.

Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.

Personal banking loan investmentand 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 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 Banks anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application interview and hiring process. Please contact 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 isPay 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

Required Experience :

IC

Key Skills

Financial Services,Information Technology,Cost Control,Corporate Risk Management,Law

Employment Type : Full-Time

Experience : years

Vacancy : 1

Hourly Salary Salary : 20 - 34

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Operation Specialist • Green Bay, Wisconsin, USA

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