Relationship Banker
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 role includes recommending relevant products and services, opening new accounts, and partnering with specialists in areas such as insurance and mortgage to provide comprehensive financial solutions. The Relationship Banker supports branch operations and compliance, completes the Banker Roadmap training and certification milestones, educates customers on digital banking, and promotes bank offerings through community and in-store outreach. The position requires a credit check under Truth in Lending, Regulation Z. Associated Bank provides training, hands-on experience, and mentorship to support professional growth.
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
- 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 the operational integrity and compliance of the branch, adhering to 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 enterprise policies, laws, and regulations, including the Bank Secrecy Act.
- Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.
Benefits
- 401(k) and pension 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.
- Training, hands-on experience, and mentorship.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
