Universal Banker

Associated Bank - Corp; Courtenay; On-site; CAD 30,000 - 60,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen Universal Banker, der für eine breite Palette von Aktivitäten im Filialbetrieb verantwortlich ist. In dieser Rolle werden Sie die Kundenbetreuung und den Verkauf neuer Konten übernehmen, während Sie gleichzeitig eine herausragende Servicequalität bieten. Sie werden die Möglichkeit haben, Ihre Fähigkeiten in einem unterstützenden Umfeld weiterzuentwickeln und sich durch Schulungen und Zertifizierungen zu qualifizieren. Diese Position bietet eine spannende Gelegenheit, in einem dynamischen Team zu arbeiten und einen positiven Einfluss auf die Kundenbeziehungen zu haben.

Benefits

Rentenpläne einschließlich 401(k) und Pension

Bezahlte Freistellung für gemeinnützige Arbeit

Möglichkeiten durch kollegialen Ressourcengruppen

Wettbewerbsfähige Gehälter mit beruflicher Entwicklung

Zusätzliche Vorteile wie Wohlfühlprogramme

Elternzeit

Mitarbeiteraktienkauf

Militärische Vorteile

Qualifications

• Weniger als 2 Jahre Erfahrung in einem zielorientierten Verkaufsumfeld.
• Starke Kundenservice-Fähigkeiten erforderlich.

Responsibilities

• Bearbeitung von Transaktionen und Verkauf neuer Konten.
• Kundenbeziehungen aufbauen und pflegen.
• Fragen der Kunden beantworten und Probleme lösen.

Skills

Kundenservice

Verkauf

Kommunikationsfähigkeiten

Problemlösung

Education

High School Diplom oder gleichwertig

Job description

At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment that encourages and supports your growth and development, then Associated Bank may be the right place for you.

Associated Bank requires you to represent yourself and your experiences honestly during the recruiting and hiring process.

We invite you to view the opportunity below.

The Universal Banker is responsible for a broad range of activities in the branch, including transaction processing, new account sales, customer service, and referral generation. This role requires cross-training and the ability to focus on both teller and platform sales tasks.

Under the supervision of an Assistant Bank Manager, Bank Manager, or Market Manager, the Universal Banker assists customers by delivering exceptional service and quality with every transaction. The role involves learning and modeling sales behaviors to progress through the banker roadmap and certification. Responsibilities include performing teller transactions, addressing customer needs, resolving issues, and proactively recommending Associated Bank products to existing customers and prospects. Providing excellent customer service, accurately processing transactions, and demonstrating digital banking alternatives are key aspects. The role involves completing curriculum, meeting performance milestones, and passing banker certification for promotion eligibility. Flexibility to work at multiple branch locations may be required to support a culture of mobility and meet customer expectations.

This position requires a credit check in accordance with 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

The Universal Banker must operate in full compliance with internal policies, procedures, and applicable regulations, including the Bank Secrecy Act/Anti-Money Laundering and the S.A.F.E. Act. This includes submitting necessary information to meet registry requirements, obtaining a unique identifier, and maintaining registration as required.

This person will also:

• Acquire new and deepen existing customer relationships through thorough, quality conversations to identify needs and match them with appropriate bank products or services. Uncovering sales opportunities requires understanding and executing the bank's sales objectives, processes, tools, and campaigns, and effectively demonstrating and selling across all customer channels. Ensure proper processing of new accounts and pursue cross-sell opportunities. Refer customers to other branch team members or business partners such as private banking, mortgage, investment services, and business banking as appropriate.

• Nurture and retain customer relationships by providing courteous, accurate, and timely service, including activities like cashing checks, accepting deposits and withdrawals, handling loan and credit card payments, and dispensing monetary instruments. Look for opportunities to convert service activities into sales opportunities.

• Answer customer questions and resolve account issues to ensure satisfaction, both over the phone and in person. Perform onboarding calls and follow-up with customers as needed.

• Protect the bank's financial interests by complying with internal and external policies, procedures, and regulations, including completing required training and certifications.

Review the qualifications below:

Education

• High School diploma or equivalent, or a combination of education and experience. Required

Experience

• Less than 2 years of experience in a goals-based sales environment with a strong customer service focus. Required

In addition to traditional benefits, we offer:

• Retirement plans including 401(k) and Pension.
• Paid community volunteer time off.
• Opportunities through diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement.
• Bonus benefits such as well-being programs, parental leave, employee stock purchase, military benefits, and more.
• Personal banking, loan, investment, and insurance benefits.

Associated Bank serves over 120 communities across Wisconsin, Illinois, and Minnesota. We value our colleagues and have been recognized as a top place to work in the Midwest. Join our community on Facebook, LinkedIn, and X.

Compliance Statement

We are an equal opportunity employer committed to diversity and inclusion. We support a respectful work environment and consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

We comply with all applicable policies, laws, and regulations, including the Bank Secrecy Act. Responsibilities include reporting suspicious activities, customer complaints, and ethical concerns as appropriate. For accommodations during the application process, contact [e-mail].

We participate in E-Verify and are committed to pay transparency. The listed pay range is an estimate; actual pay may vary based on location, skills, experience, and qualifications.

Pay Range: $17.00 - $24.70 per hour