RPSS Contribution Loan Payment Specialist

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.

As a Retirement Plan Support Services (RPSS) Contribution Loan Payment Specialist, you will provide technical support to Retirement Plan Services Administration. Responsible for accurately reconciling and processing contributions, loan payments, and setting up all new plan enrollees. Responsible for coordinating all incoming client contribution emails, files, checks and ACH/account charging requests to ensure timely processing.

This person will also:

• Technical Support: Provide technical support for Retirement Plan Services, ensuring accurate processing of contributions and loan payments.

• Data Reconciliation: Reconcile and process contributions and loan payments, coordinating with administration for participant setups and overpayments.

• Client Collaboration: Work with clients and administration to resolve discrepancies and answer questions related to contributions and loans.

• Workflow Management: Manage incoming emails and files, ensuring timely processing of contributions and loan payments.

• Record Maintenance: Maintain records for retirement plan compliance, and provide backup for enrolling new participants and managing their investment elections.

Review the qualifications listed below:

Education

• Associate’s Degree in Business, Accounting, or Finance required; Bachelor’s Degree preferred.

Experience

• Less than 2 years Business, Accounting or Finance. Required

• 2-4 years Retirement Plan Services. Preferred

Licenses and Certifications

• Must have access to reliable transportation and the ability to lawfully drive self, if applicable by start date. 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-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 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 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 [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. 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.