Relationship Banker

Associated Bank•Franklin, WI

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 involves recommending solutions to support customers’ financial wellness, opening accounts, and partnering with specialists in insurance, mortgage, and other areas to provide comprehensive financial services. The Relationship Banker also supports branch operations and compliance, completes training milestones and certification through the Banker Roadmap program, demonstrates digital banking tools, and promotes the bank through community and in-store outreach. The position requires a credit check under Truth in Lending, Regulation Z.

Requirements

  • High school diploma or an equivalent combination of education and experience.
  • Up to 2 years of customer-facing sales and/or service experience.
  • Ability to complete a credit check required for the position.

Nice To Haves

  • Experience in banking, financial services, or retail sales.

Responsibilities

  • Process transactions efficiently and address customer needs while delivering outstanding service.
  • Identify and recommend products and services that support customers’ financial wellness.
  • Open new accounts and build lasting customer relationships through personalized service.
  • Partner with insurance, mortgage, and other specialists to provide comprehensive financial solutions.
  • Support branch operational integrity and comply with applicable policies and regulations.
  • Participate in the Banker Roadmap program and complete training milestones and certification requirements.
  • Educate customers about digital banking options and demonstrate relevant tools.
  • Promote bank offerings and engage prospective customers through community and in-store outreach.
  • Comply with applicable laws and enterprise policies, including Bank Secrecy Act requirements.
  • Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.

Benefits

  • 401(k) and pension retirement savings 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.
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