Relationship Banker

Associated Bank•Rochester, WI

18d

About The Position

Associated Bank is seeking a Relationship Banker to build customer relationships, provide service, process transactions, assist with financial needs, and recommend solutions that support customers’ goals. The role offers hands-on banking experience, comprehensive training, mentorship, completion of banker certification, and opportunities for career advancement. The position requires a credit check under Regulation Z and compliance with applicable laws, regulations, and internal policies, including Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. The employee must submit required information, obtain a unique identifier, and maintain registration as directed by the S.A.F.E. Act. The role also supports branch operations and compliance, educates customers about digital banking, and promotes bank offerings through community and in-store outreach. Associated Bank uses AI or automated technologies to assist with organizing and analyzing applicant information, but employment decisions are made by personnel and are not based solely on AI output.

Requirements

High school diploma or an equivalent combination of education and experience.
Up to 2 years of customer-facing sales and/or service experience.
Must complete a credit check as required for the role.
Must submit required information to meet S.A.F.E. Act registry requirements, obtain a unique identifier, and maintain registration requirements.

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 in insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support the operational integrity and compliance of the branch and follow 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 tools that enhance their banking experience.
Promote bank offerings and engage prospective customers through community and in-store outreach.
Comply with applicable enterprise policies, laws, and regulations, including Bank Secrecy Act requirements.
Report suspicious activity to Financial Intelligence; report customer complaints and procedure violations to management or HR; and report ethical concerns through the Ethics Hotline.

Benefits

401(k) and pension retirement savings plans.
Paid time off to volunteer in the community.
Diversity-focused Colleague Resource Groups.
Competitive salaries and 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.