Client-Centric Banking Advisor

Associated Bank; Madison (WI); On-site; USD 23,000 - 40,000; Full time

Job summary

Associated Bank’s Madison branch is seeking a Relationship Banker to build relationships with customers, process transactions, and help clients meet their financial goals. You will learn to deliver exceptional service and explore solutions that fit each customer’s needs.

You’ll have the chance to gain hands-on experience, pursue banker certification, and advance within the organization. The role emphasizes customer focus, teamwork, and compliance with banking regulations.

Qualifications

• High school diploma or equivalent combination of education and experience.
• Up to 2 years of customer-facing sales and/or service experience.
• Preferred: 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 all policies and regulations.
• Participate in the Banker Roadmap program, completing 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.

Skills

Customer service

Sales experience

Education

High school diploma

2 years customer-facing experience

Job description

Associated Bank’s Madison branch is seeking a Relationship Banker to build relationships with customers, process transactions, and help clients meet their financial goals. You will learn to deliver exceptional service and explore solutions that fit each customer’s needs.

You’ll have the chance to gain hands-on experience, pursue banker certification, and advance within the organization. The role emphasizes customer focus, teamwork, and compliance with banking regulations.