Financial Wellness Banking Advisor

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

Benefits offered by this job

401(k) & Pension

Paid time off

Diversity-focused groups

Competitive salary

Bonuses and incentives

Job summary

Associated Bank is seeking a Relationship Banker to build relationships with customers, provide exceptional service, and grow a banking career. The role involves processing transactions, assisting customers with financial needs, and introducing solutions to help them achieve their goals.

This position emphasizes hands-on experience, banker certification, and advancement within the organization, with a credit check required per regulatory standards.

Qualifications

• High school diploma or equivalent required.
• Up to 2 years of customer-facing sales/ service experience preferred.

Responsibilities

• Deliver outstanding customer service by processing transactions and addressing customer needs.
• Identify opportunities to recommend products and services to support customers’ financial wellness.
• Open new accounts and build lasting relationships through personalized service.
• Partner with specialists to provide comprehensive financial solutions.
• Educate customers on digital banking options and demonstrate tools.

Skills

Customer service

Sales

Relationship building

Education

High school diploma or equivalent

Tools

Banking software

Job description

Associated Bank is seeking a Relationship Banker to build relationships with customers, provide exceptional service, and grow a banking career. The role involves processing transactions, assisting customers with financial needs, and introducing solutions to help them achieve their goals.

This position emphasizes hands-on experience, banker certification, and advancement within the organization, with a credit check required per regulatory standards.