Relationship Banker

Associated Bank • Roosevelt, WI

26d

About The Position

Associated Bank is seeking a Relationship Banker to build customer relationships, provide exceptional service, process transactions, and help customers find financial solutions. The role includes opening new accounts, recommending products and services, educating customers about digital banking, and partnering with specialists across insurance, mortgage, and other teams. The banker supports branch operations and compliance while completing training milestones and certification requirements through the Banker Roadmap program. The position offers hands-on experience, training, and mentorship to support career 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 as required under 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
• Comply with applicable enterprise policies, procedures, laws, and regulations, including Bank Secrecy Act requirements.

Nice To Haves

• 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 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, customer complaints, procedure violations, and ethical concerns as required.

Benefits

• 401(k) and pension retirement savings 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.
• 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