Relationship Banker (Bilingual Spanish Preferred)

Associated Bank•Waunakee, WI

1d•$17 - $29

About The Position

Associated Bank is seeking a Relationship Banker to build customer relationships, provide exceptional service, process transactions, assist customers with financial needs, and introduce solutions that support their goals. The role offers hands-on banking experience, comprehensive training, mentorship, and participation in the Banker Roadmap program, including training milestones and certification requirements. Bilingual Spanish is preferred. The position operates in compliance with internal policies, applicable laws, and regulations, including Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. The banker must submit required information, obtain a unique identifier, and maintain registration requirements as directed by the S.A.F.E. Act. A credit check is required under 12 CFR Chapter X, Part 1026, 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.
Must complete required S.A.F.E. Act registry information, obtain a unique identifier, and maintain registration requirements as directed.
Must undergo a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Nice To Haves

Bilingual Spanish.
Experience in banking, financial services, or retail sales.

Responsibilities

Efficiently process transactions and address customer needs while delivering outstanding customer service.
Identify opportunities to recommend products and services that support customers’ financial wellness.
Open new accounts and build lasting customer relationships through personalized service.
Partner with specialists in insurance, mortgage, and other teams to provide comprehensive financial solutions.
Support branch operational integrity and compliance with policies and regulations.
Participate in the Banker Roadmap program and complete its 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.
Report suspicious activity to Financial Intelligence, customer complaints and procedure violations to management or HR, and ethical concerns through the Ethics Hotline as needed.