Relationship Banker

Associated Bank•Mukwonago, WI

20d•$17 - $29

About The Position

Join Associated Bank as a Relationship Banker to build customer relationships, provide service, and develop skills for a banking career. The role involves processing transactions, assisting customers with financial needs, introducing relevant solutions, and completing banker certification. The position requires compliance with internal policies and applicable laws and regulations, 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 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. Associated Bank provides training, hands-on experience, and mentorship to support professional growth. The role is part of a supportive, team-driven culture and offers opportunities for career advancement.

Requirements

High school diploma or 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.
Must pass a credit check required under Regulation Z.

Nice To Haves

Experience in banking, financial services, or retail sales.

Responsibilities

Deliver outstanding customer service by processing transactions efficiently and addressing customer needs.
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 across 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 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 enterprise policies, laws, and regulations, including Bank Secrecy Act requirements.
Report suspicious activity to Financial Intelligence and report customer complaints and procedure violations to management or HR.
Report ethical concerns through Associated Bank’s anonymous Ethics Hotline as needed.