Equal Opportunity Employer
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
Assist the Tax Manager and Trust Tax Administrator II to coordinate accurate and timely reporting of tax information to customers.
Primary responsibility is to assist Trust Tax team members in the filing of all federal and state income tax returns through the vendor, process tax balances due and tax refunds and coordinate federal and state estimated tax payments in a timely manner via the trust accounting system.
Provide superior service to internal and external customers.
The Trust Tax Administrator I accurately records dates tax returns are filed and tax information is sent to customers on tax registers in system.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements.
Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.
This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.
KEY RESULT AREAS:
Customer Service Monitoring to ensure Accurate and Timely Tax Reporting. Processing Payments
JOB RESPONSIBILITIES:
Promptly responds to requests for additional information from tax preparer.
Contacts Relationship Managers and Administrative staff to obtain missing documentation needed for tax return preparation.
Scans and sends 1099s, K-1s and supplemental tax information to tax preparer to be used for preparation of customer’s tax returns.
Provides tax preparer with supplemental information needed to complete tax returns for tax exempt entities, including reports of monthly and year end account asset values downloaded from trust accounting software.
Reviews opening of Trust Agency and Revocable Trust accounts to ensure proper set up and determine tax services required for account.
Verifies accuracy of EINs and/or social security numbers of account owners and beneficiaries using IRS TIN Matching website.
Scans and files account opening documents in trust tax files. Respond promptly to requests for tax information from colleagues.
Utilizes knowledge of trust accounting and trust tax preparation software to prepare summary report of account income, expenses and capital gains, as requested by Relationship Managers and Administrative staff.
Assembles and mails quarterly tax worksheets and summary of capital gains and losses to customers and customer’s tax advisers.
Assists Trust Tax Administrator II with payment of federal and state tax due, federal and state fiduciary estimated tax payments, and personal tax estimates.
Monitors and verifies that the tax due and estimated tax payments are processed in a timely manner using information downloaded from trust accounting and trust tax preparation software.
Assists Trust Tax Administrator II with verification and deposit of tax refunds to customer accounts.
Reviews opening of Trust Agency and Revocable Trust accounts to ensure proper set up and determine tax services required for account.
Verifies accuracy of EINs and/or social security numbers of account owners and beneficiaries using IRS TIN Matching website.
Scans and files account opening documents in trust tax files.
Reviews daily transaction reports of selected transactions to check accuracy.
Review and update tax codes used to process transactions, as required.
Contact Trust Operations, Relationship Managers or Administrative staff if additional information is needed.
Reviews daily transaction report to identify disbursements reported on IRS Form 1099-Misc. Contact Relationship Manager, Administrative Staff and/or payment recipient to obtain information required to accurately report disbursement on IRS Form 1099-Misc.
Verify recipient information and tax codes are set up correctly in trust accounting software.
Review and download report of carry value adjustments for wash sales and return of capital from trust to the tax software.
Verify and submit list of carry value adjustments to Trust Operations to process carry value adjustment for customer accounts.
Review Date of Death Carry Value Adjustment Forms prepared by Client Services. Notify tax preparer of carry value adjustments for sales occurring after date of death and prior to completion of carry value adjustments.
Prepares and submits request for Prompt Assessments to IRS for account closings. Prepares WI Form CC to request Wisconsin Closing Certificate for Fiduciary for account closings. Electronically transmits WI Form CC to Wisconsin Department of Revenue. Records receipt of Prompt Assessment and WI Closing Certificates in excel spreadsheet. Sends copies of documents to Client Services and Relationship Managers.
Educates and trains new hires, Relationship Managers and Administrative staff regarding use of trust tax software to check status and obtains copies of customer tax returns.
Assembles and mails tax returns, including required attachments, to federal and state taxing authorities. Mails IRS Form 1099s, schedule K-1s and misc. tax information to customers and beneficiaries of trusts and estates. Maintains accurate and complete records of date tax returns/tax information is mailed by updating status and milestones in trust tax software. Monitors and verifies timely filing of federal and state tax returns and update statuses and milestones.
Reviews accuracy of income postings by Trust Operations for Associated Common Trust Funds. Submits Associated Common Trust Fund factors to tax preparer. Review and verify accuracy of income postings for Associated Trust Common funds in selected customer accounts on a monthly basis.
EDUCATION:
Associate's Degree Business, Accounting, Finance Required Bachelor's Degree Business or Accounting Preferred EXPERIENCE: Experience Level Experience Details Required/Preferred 2-4 years Tax/Accounting Required 4-7 years Trust/Fiduciary Tax Experience Preferred
SKILLS:
Verbal Communication Advanced Written Communication Advanced Ability to Multi Task and Prioritize Intermediate Mathematical Intermediate Other: Attention to detail Advanced Operate Office Equipment Intermediate Microsoft Office Advanced
LICENSES & CERTIFICATIONS:
CTFA-Certified Trust and Financial Advisor within 2 years Preferred
Jun 20, 2018
Full time
Equal Opportunity Employer
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
Assist the Tax Manager and Trust Tax Administrator II to coordinate accurate and timely reporting of tax information to customers.
Primary responsibility is to assist Trust Tax team members in the filing of all federal and state income tax returns through the vendor, process tax balances due and tax refunds and coordinate federal and state estimated tax payments in a timely manner via the trust accounting system.
Provide superior service to internal and external customers.
The Trust Tax Administrator I accurately records dates tax returns are filed and tax information is sent to customers on tax registers in system.
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements.
Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.
This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.
KEY RESULT AREAS:
Customer Service Monitoring to ensure Accurate and Timely Tax Reporting. Processing Payments
JOB RESPONSIBILITIES:
Promptly responds to requests for additional information from tax preparer.
Contacts Relationship Managers and Administrative staff to obtain missing documentation needed for tax return preparation.
Scans and sends 1099s, K-1s and supplemental tax information to tax preparer to be used for preparation of customer’s tax returns.
Provides tax preparer with supplemental information needed to complete tax returns for tax exempt entities, including reports of monthly and year end account asset values downloaded from trust accounting software.
Reviews opening of Trust Agency and Revocable Trust accounts to ensure proper set up and determine tax services required for account.
Verifies accuracy of EINs and/or social security numbers of account owners and beneficiaries using IRS TIN Matching website.
Scans and files account opening documents in trust tax files. Respond promptly to requests for tax information from colleagues.
Utilizes knowledge of trust accounting and trust tax preparation software to prepare summary report of account income, expenses and capital gains, as requested by Relationship Managers and Administrative staff.
Assembles and mails quarterly tax worksheets and summary of capital gains and losses to customers and customer’s tax advisers.
Assists Trust Tax Administrator II with payment of federal and state tax due, federal and state fiduciary estimated tax payments, and personal tax estimates.
Monitors and verifies that the tax due and estimated tax payments are processed in a timely manner using information downloaded from trust accounting and trust tax preparation software.
Assists Trust Tax Administrator II with verification and deposit of tax refunds to customer accounts.
Reviews opening of Trust Agency and Revocable Trust accounts to ensure proper set up and determine tax services required for account.
Verifies accuracy of EINs and/or social security numbers of account owners and beneficiaries using IRS TIN Matching website.
Scans and files account opening documents in trust tax files.
Reviews daily transaction reports of selected transactions to check accuracy.
Review and update tax codes used to process transactions, as required.
Contact Trust Operations, Relationship Managers or Administrative staff if additional information is needed.
Reviews daily transaction report to identify disbursements reported on IRS Form 1099-Misc. Contact Relationship Manager, Administrative Staff and/or payment recipient to obtain information required to accurately report disbursement on IRS Form 1099-Misc.
Verify recipient information and tax codes are set up correctly in trust accounting software.
Review and download report of carry value adjustments for wash sales and return of capital from trust to the tax software.
Verify and submit list of carry value adjustments to Trust Operations to process carry value adjustment for customer accounts.
Review Date of Death Carry Value Adjustment Forms prepared by Client Services. Notify tax preparer of carry value adjustments for sales occurring after date of death and prior to completion of carry value adjustments.
Prepares and submits request for Prompt Assessments to IRS for account closings. Prepares WI Form CC to request Wisconsin Closing Certificate for Fiduciary for account closings. Electronically transmits WI Form CC to Wisconsin Department of Revenue. Records receipt of Prompt Assessment and WI Closing Certificates in excel spreadsheet. Sends copies of documents to Client Services and Relationship Managers.
Educates and trains new hires, Relationship Managers and Administrative staff regarding use of trust tax software to check status and obtains copies of customer tax returns.
Assembles and mails tax returns, including required attachments, to federal and state taxing authorities. Mails IRS Form 1099s, schedule K-1s and misc. tax information to customers and beneficiaries of trusts and estates. Maintains accurate and complete records of date tax returns/tax information is mailed by updating status and milestones in trust tax software. Monitors and verifies timely filing of federal and state tax returns and update statuses and milestones.
Reviews accuracy of income postings by Trust Operations for Associated Common Trust Funds. Submits Associated Common Trust Fund factors to tax preparer. Review and verify accuracy of income postings for Associated Trust Common funds in selected customer accounts on a monthly basis.
EDUCATION:
Associate's Degree Business, Accounting, Finance Required Bachelor's Degree Business or Accounting Preferred EXPERIENCE: Experience Level Experience Details Required/Preferred 2-4 years Tax/Accounting Required 4-7 years Trust/Fiduciary Tax Experience Preferred
SKILLS:
Verbal Communication Advanced Written Communication Advanced Ability to Multi Task and Prioritize Intermediate Mathematical Intermediate Other: Attention to detail Advanced Operate Office Equipment Intermediate Microsoft Office Advanced
LICENSES & CERTIFICATIONS:
CTFA-Certified Trust and Financial Advisor within 2 years Preferred
Associated Bank is looking to add a Supervisor to our Trust Operations Department to oversee the processes of the department along with providing direction and developmental guidance to the staff. We are looking for a positive leader that is adept in process improvement and staff development. If this sounds like you please read on!
At Associated Banc-Corp, we're proud of our long and rich tradition of providing superior financial services to our communities.Together, we create the products, services and experiences that differentiate us, fuel our growth and give each of us the opportunity to make a difference. Every day at Associated brings real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest.
Here are just some of the reasons why:
401K, Employee Stock Ownership Plan and Pension Plan
Comprehensive benefit package, banking benefits and wellness programs
Leading edge technology, comprehensive tools and resources to assist you
Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups
And many more –check out our careers page for more benefits!
What you’ll do as a Trust Operations Supervisor:
As the Supervisor you will oversee the processes within the Trust Operations department along with providing direction and developmental guidance to the staff. You will ensure that all items are completed in a timely and efficient manner and in accordance with industry, audit and OCC requirements. You will provide necessary day-to-day assistance to the business line regarding escalated items and/or processing exceptions and delays. You will actively participate in the determination and implementation of changes to process, procedures and systems that impact Trust Operations.
The details:
Provide supervisory direction and developmental guidance for the individuals that comprise the Trust Operations department. This includes meeting with each associate on a regular basis to maintain an understanding of the functions on their desk, setting and measuring expectations, providing guidance and training as unique or escalated situations arise and ensuring all work is performed within required guidelines.
Ensure adequate staffing of the Trust Operations department and have provisions in place to provide necessary cross training for backups at all times. Guarantee that separation of duties is in place where necessary and that work is processed in a timely and consistent manner by each individual and their backup(s).
Provide input and assistance with all process and system enhancements that impact Trust Operations. Attend all enhancement meetings and formulate suggestions for implementation and training. Coordinate procedural updates and training.
Provide necessary day-to-day assistance to all Personal Trust, Retirement Plan Services, Corporate Trust and Investment departments. Proactively communicate with the business line regarding errors or delays in processing.
Conduct weekly staff meetings with team members to discuss problems and train staff on procedural changes. Also conduct monthly meetings with individual team members in order to provide performance feedback as well as to monitor and manage team and individual morale.
Oversee the daily, weekly and monthly processing of the Mutual Fund team. Ensure that adequate policies, procedures and training are provided in order to handle the settlement and trading of mutual funds, monitor short term redemption fees, and post dividends and capital gains.
Maintain supervision over the individuals performing corporate trust work to ensure that adequate policies, procedures and training are provided in order to process incoming accounts, principal and income disbursements, maturity proceed payments, transfer agent duties and all necessary tax reporting for non-DTC holders. Monitor the review, research and development of daily, weekly and monthly required reconciliation reports.
Provide daily oversight of the individuals conducting posting of dividend, income, capital gains, etc. to ensure that adequate policies, procedures and training are provided. Provide guidance regarding automated MAPs, the researching of rates, and foreign withholding.
Maintain supervision over individuals conducting domestic and international wires to ensure that adequate policies, procedures and training are provided in order to execute packet posting, daily balancing, flex receivables posting and statement balancing. Review reconciliations for both security positions and internal accounts and monitor daily exception reports for out of balance issues.
Monitor the review of daily trade activity and settlement. Review failed trade reports and when necessary, contact outside managers to ensure trades are being affirmed in a timely and appropriate manner. Serve as a primary resource for securities lending, overseeing the securities lending workload and participating in calls with the securities lending vendor when necessary.
Collaborate with internal audit and compliance to provide all necessary material to meet audit requirements. Review processes and procedures within the Trust Operations department on a regular basis to ensure that they are up-to-date and in alignment with regulatory and business line requirements.
What it takes to be a Trust Operations Supervisor:
Education:
Bachelor's Degree or equivalent combination of education and experience Required
Bachelor's Degree Preferred
Experience:
4+ years of Supervisory experience required
4+ years Financial Industry required
Solid understanding of components of trust required. Trust experience preferred
Strong leadership experience
Solid communication, problem solving, and change management skills needed
Ability to hold yourself and others accountable
If this sounds like the opportunity you have been looking for please apply today and let’s start a conversation!
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
Jun 01, 2018
Full time
Associated Bank is looking to add a Supervisor to our Trust Operations Department to oversee the processes of the department along with providing direction and developmental guidance to the staff. We are looking for a positive leader that is adept in process improvement and staff development. If this sounds like you please read on!
At Associated Banc-Corp, we're proud of our long and rich tradition of providing superior financial services to our communities.Together, we create the products, services and experiences that differentiate us, fuel our growth and give each of us the opportunity to make a difference. Every day at Associated brings real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest.
Here are just some of the reasons why:
401K, Employee Stock Ownership Plan and Pension Plan
Comprehensive benefit package, banking benefits and wellness programs
Leading edge technology, comprehensive tools and resources to assist you
Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups
And many more –check out our careers page for more benefits!
What you’ll do as a Trust Operations Supervisor:
As the Supervisor you will oversee the processes within the Trust Operations department along with providing direction and developmental guidance to the staff. You will ensure that all items are completed in a timely and efficient manner and in accordance with industry, audit and OCC requirements. You will provide necessary day-to-day assistance to the business line regarding escalated items and/or processing exceptions and delays. You will actively participate in the determination and implementation of changes to process, procedures and systems that impact Trust Operations.
The details:
Provide supervisory direction and developmental guidance for the individuals that comprise the Trust Operations department. This includes meeting with each associate on a regular basis to maintain an understanding of the functions on their desk, setting and measuring expectations, providing guidance and training as unique or escalated situations arise and ensuring all work is performed within required guidelines.
Ensure adequate staffing of the Trust Operations department and have provisions in place to provide necessary cross training for backups at all times. Guarantee that separation of duties is in place where necessary and that work is processed in a timely and consistent manner by each individual and their backup(s).
Provide input and assistance with all process and system enhancements that impact Trust Operations. Attend all enhancement meetings and formulate suggestions for implementation and training. Coordinate procedural updates and training.
Provide necessary day-to-day assistance to all Personal Trust, Retirement Plan Services, Corporate Trust and Investment departments. Proactively communicate with the business line regarding errors or delays in processing.
Conduct weekly staff meetings with team members to discuss problems and train staff on procedural changes. Also conduct monthly meetings with individual team members in order to provide performance feedback as well as to monitor and manage team and individual morale.
Oversee the daily, weekly and monthly processing of the Mutual Fund team. Ensure that adequate policies, procedures and training are provided in order to handle the settlement and trading of mutual funds, monitor short term redemption fees, and post dividends and capital gains.
Maintain supervision over the individuals performing corporate trust work to ensure that adequate policies, procedures and training are provided in order to process incoming accounts, principal and income disbursements, maturity proceed payments, transfer agent duties and all necessary tax reporting for non-DTC holders. Monitor the review, research and development of daily, weekly and monthly required reconciliation reports.
Provide daily oversight of the individuals conducting posting of dividend, income, capital gains, etc. to ensure that adequate policies, procedures and training are provided. Provide guidance regarding automated MAPs, the researching of rates, and foreign withholding.
Maintain supervision over individuals conducting domestic and international wires to ensure that adequate policies, procedures and training are provided in order to execute packet posting, daily balancing, flex receivables posting and statement balancing. Review reconciliations for both security positions and internal accounts and monitor daily exception reports for out of balance issues.
Monitor the review of daily trade activity and settlement. Review failed trade reports and when necessary, contact outside managers to ensure trades are being affirmed in a timely and appropriate manner. Serve as a primary resource for securities lending, overseeing the securities lending workload and participating in calls with the securities lending vendor when necessary.
Collaborate with internal audit and compliance to provide all necessary material to meet audit requirements. Review processes and procedures within the Trust Operations department on a regular basis to ensure that they are up-to-date and in alignment with regulatory and business line requirements.
What it takes to be a Trust Operations Supervisor:
Education:
Bachelor's Degree or equivalent combination of education and experience Required
Bachelor's Degree Preferred
Experience:
4+ years of Supervisory experience required
4+ years Financial Industry required
Solid understanding of components of trust required. Trust experience preferred
Strong leadership experience
Solid communication, problem solving, and change management skills needed
Ability to hold yourself and others accountable
If this sounds like the opportunity you have been looking for please apply today and let’s start a conversation!
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282. JOB SUMMARY Responsible for leading, coaching, and developing facilitators for Associated Bank including in-person, telephone, virtual and other learning formats. Manage team resources to include scheduling, facilitator assignment, course format, and recommend changes to optimize organizational support. The supervisor also facilitates sessions including technical, product, sales, leadership, and/or other training. The supervisor plays a key role in advancing the organizational, unit, and team-level strategy. Responsibilities include supporting the Talent Development Consulting Manager with line of business consulting in select areas such as branches or other business unit level support as directed (i.e. meet with the business to understand needs, develop training recommendations, etc.). The supervisor will also lead and/or support special projects or ongoing program management in areas such as onboarding, learning curriculum transformation, etc. COMPLIANCE STATEMENT Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline. KEY RESULT AREAS • Supervision • Change Management • Program Management • Course Development • Facilitation JOB ACCOUNTABILITIES • Facilitate sessions including technical, product, sales, leadership, and/or other training. • Lead, manage and develop a strong group of professional trainers who can facilitate and delivery effective learning and development programs across Associated Bank • The supervisor will also lead and/or support special projects or ongoing program management in areas such as onboarding, learning curriculum transformation, etc. • Manage team resources to include scheduling, facilitator assignment, course format, and recommend changes to optimize organizational support. Assist with course updates to ensure content remains relevant and effective, and reporting as needed. Manage the facilitation calendar for both Talent Facilitators and line of business Sales Coaches. Work with Talent Acquisition Consultants and business line managers on the effective onboarding schedule for their colleagues. • Advance the organizational, business unit, and team-level strategy. Responsibilities include supporting the Talent Development Consulting Manager with line of business consulting in select areas such as branches or other business unit level support as directed (i.e. meet with the business to understand needs, develop training recommendations, etc.). Attends business line meetings and provides consultative solutions to meet the desired business unit outcome. • Stay abreast of new developments in the field of training and development to identify the best ways to meet the professional development needs of the field. • 50% of the training that would be conducted by this position will be in Milwaukee, WI
Qualifications
EDUCATION • Bachelor's Degree Required EXPERIENCE • 3-5 years Supervisory experience Required • 2-4 years Facilitation experience Required • 2-4 years Financial services experience Preferred • 5-7 years Organizational development or adult education Preferred
May 22, 2018
Full time
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282. JOB SUMMARY Responsible for leading, coaching, and developing facilitators for Associated Bank including in-person, telephone, virtual and other learning formats. Manage team resources to include scheduling, facilitator assignment, course format, and recommend changes to optimize organizational support. The supervisor also facilitates sessions including technical, product, sales, leadership, and/or other training. The supervisor plays a key role in advancing the organizational, unit, and team-level strategy. Responsibilities include supporting the Talent Development Consulting Manager with line of business consulting in select areas such as branches or other business unit level support as directed (i.e. meet with the business to understand needs, develop training recommendations, etc.). The supervisor will also lead and/or support special projects or ongoing program management in areas such as onboarding, learning curriculum transformation, etc. COMPLIANCE STATEMENT Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline. KEY RESULT AREAS • Supervision • Change Management • Program Management • Course Development • Facilitation JOB ACCOUNTABILITIES • Facilitate sessions including technical, product, sales, leadership, and/or other training. • Lead, manage and develop a strong group of professional trainers who can facilitate and delivery effective learning and development programs across Associated Bank • The supervisor will also lead and/or support special projects or ongoing program management in areas such as onboarding, learning curriculum transformation, etc. • Manage team resources to include scheduling, facilitator assignment, course format, and recommend changes to optimize organizational support. Assist with course updates to ensure content remains relevant and effective, and reporting as needed. Manage the facilitation calendar for both Talent Facilitators and line of business Sales Coaches. Work with Talent Acquisition Consultants and business line managers on the effective onboarding schedule for their colleagues. • Advance the organizational, business unit, and team-level strategy. Responsibilities include supporting the Talent Development Consulting Manager with line of business consulting in select areas such as branches or other business unit level support as directed (i.e. meet with the business to understand needs, develop training recommendations, etc.). Attends business line meetings and provides consultative solutions to meet the desired business unit outcome. • Stay abreast of new developments in the field of training and development to identify the best ways to meet the professional development needs of the field. • 50% of the training that would be conducted by this position will be in Milwaukee, WI
Qualifications
EDUCATION • Bachelor's Degree Required EXPERIENCE • 3-5 years Supervisory experience Required • 2-4 years Facilitation experience Required • 2-4 years Financial services experience Preferred • 5-7 years Organizational development or adult education Preferred
