Operations Technician IV - Document Review

Associated Bank Green Bay, WI
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.

Under general supervision, performs a variety of operational tasks for the most complex processes or functions. Takes accountability for entire process from receipt of work to resolution and closure, researches issues as they may arise and analyzes information as needed. Tasks require coordination of information among various operational areas and customers. Exercises some judgment within guidelines. Considered a subject matter expert on operational issues related to process or function. Acts as escalation point for less senior technicians for complex issues or transactions and provides training as needed.


As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer's best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

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.


Delivering Service Consistent with Brand, Vision and Talent Philosophy

Regulation and Compliance



Customer Information Security


Process Improvement

Account Maintenance

Problem Solving

Documentation of processes and procedures


Operational/Procedural Activities



Decision Making

Logical Thinking


Receiving and reviewing incoming work and contacting appropriate resources as needed

Entering transactions into CRT/PC, verifying accuracy; and balancing general ledger accounts

Perform fast, effective, accurate, and courteous service to customers and banks

Resolving complex customer issues using multiple resources and records

Preparing, editing, analyzing, distributing, and/or correcting specialized and/or complex documents.

Provide regular reports on customer feedback and trends in problems or situations involving various product activities.

Assist in the development and presentation of training

Prepare and distribute unit activity and procedural change correspondence

Assist in the development and containment of budget and completion of goals and objectives