Client Banking Advisor — Build Relationships & Solutions

associatedbank; Waunakee (WI); On-site; USD 48,712,000 - 82,982,000; Full time

Benefits offered by this job

401(k) and Pension

Volunteer time off

Colleague Resource Groups

Competitive salary & development

Well-being programs & bonuses

Personal banking benefits

Job summary

Associated Bank in Wisconsin is seeking a Banker to build customer relationships, process transactions, and guide clients toward financial solutions. This role offers training, certification, and opportunities to advance within the bank.

You will learn to open accounts, promote services, and work with specialists to deliver comprehensive financial plans while maintaining compliance and excellent service standards.

Qualifications

• High school diploma or equivalent required.
• Up to 2 years of customer-facing sales or service experience.
• Experience in banking, financial services, or retail sales preferred.

Responsibilities

• Deliver outstanding customer service by 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 to provide comprehensive financial solutions.
• Support branch operations and regulatory compliance.
• 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.

Skills

Customer service

Sales experience

Education

High school diploma or equivalent

Job description

Associated Bank in Wisconsin is seeking a Banker to build customer relationships, process transactions, and guide clients toward financial solutions. This role offers training, certification, and opportunities to advance within the bank.

You will learn to open accounts, promote services, and work with specialists to deliver comprehensive financial plans while maintaining compliance and excellent service standards.