Client Relationship Banker & Financial Solutions

associatedbank; Greenfield (WI); On-site; USD 23,000 - 40,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Diversity-focused Colleague Resource G

Professional development opportunities

Job summary

Associated Bank in Wisconsin is seeking a Relationship Banker to build relationships, deliver exceptional service, and help customers meet financial goals. In this role you’ll process transactions, open accounts, and introduce solutions that support customers’ objectives.

You will work with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions, while growing your banking career through training and certifications.

Qualifications

• High school diploma or equivalent.
• 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-facing sales

Retail banking

Education

High school diploma

Job description

Associated Bank in Wisconsin is seeking a Relationship Banker to build relationships, deliver exceptional service, and help customers meet financial goals. In this role you’ll process transactions, open accounts, and introduce solutions that support customers’ objectives.

You will work with specialists across insurance, mortgage, and other teams to provide comprehensive financial solutions, while growing your banking career through training and certifications.