Relationship Banker
About The Position
Associated Bank is hiring a Relationship Banker to build customer relationships, provide exceptional service, process transactions, and help customers address their financial needs. The role includes identifying and introducing products and services that support customers’ financial wellness, opening new accounts, and connecting customers with specialists in areas such as insurance and mortgages. The banker will also educate customers about digital banking options and demonstrate tools that enhance their banking experience. The Relationship Banker supports branch operations and compliance, participates in the Banker Roadmap program to complete training milestones and certification requirements, and promotes bank offerings through community and in-store outreach. The position is located at 7900 W Brown Deer Rd., Milwaukee, Wisconsin 53223. A credit check is required under Regulation Z. Associated Bank conducts background checks on new hires.
Requirements
- High school diploma or equivalent combination of education and experience.
- Up to 2 years of customer-facing sales and/or service experience.
- Represent oneself and one's own experiences directly during the recruiting and hiring process.
- Pass a background check and required credit check.
Nice To Haves
- Experience in banking, financial services, or retail sales.
Responsibilities
- Deliver outstanding customer service by efficiently processing transactions and addressing customer needs.
- Identify opportunities to recommend products and services that support customers’ financial wellness.
- Open new accounts and build lasting relationships through personalized service.
- Partner with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions.
- Support the operational integrity and compliance of the branch, adhering to policies and regulations.
- Participate in the Banker Roadmap program and complete training milestones and certification requirements.
- Educate customers on digital banking options and demonstrate tools that enhance their banking experience.
- Promote bank offerings and engage prospective customers through community and in-store outreach.
- Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.
Benefits
- 401(k) and pension plans
- Paid time off to volunteer in the community
- Diversity-focused Colleague Resource Groups
- Professional development and advancement opportunities
- Well-being programs and incentives
- Parental leave
- Employee stock purchase plan
- Military benefits
- Personal banking, loan, investment, and insurance benefits
- Comprehensive training, hands-on experience, and mentorship
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
