Relationship Banker

Associated Bank • Germantown, WI

10d

About The Position

Associated Bank is seeking a Relationship Banker to build customer relationships, provide exceptional service, process transactions, and help customers address their financial needs. The banker recommends relevant products and services, opens accounts, and works with specialists in insurance, mortgage, and other areas to offer comprehensive financial solutions. The role also supports branch operations and compliance, educates customers about digital banking, and engages prospective customers through community and in-store outreach. The position includes the Banker Roadmap program, with training milestones and certification requirements, and offers hands-on experience and development toward advancement within the organization. A credit check is required under 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Requirements

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

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 branch operational integrity and compliance by following 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.
• Comply with applicable laws and regulations, including Bank Secrecy Act requirements.
• Report suspicious activity, customer complaints, procedure violations, and ethical concerns as prescribed.

Benefits

• Retirement savings plans, including a 401(k) and pension.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED