Financial Wellness Banking Advisor

Associated Banc‑Corp; Rockford (IL); On-site; USD 23,000 - 40,000; Full time

Job summary

Associated Bank in Rockford, IL is seeking a Relationship Banker to deliver outstanding service, process transactions, and open new accounts while building lasting customer relationships. This role emphasizes personalized service, regulatory compliance, and growing the branch’s customer base.

You will collaborate with insurance, mortgage, and specialist teams to provide comprehensive financial solutions, promote digital banking tools, and support customers’ financial wellness through proactive

Qualifications

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

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.
• Educate customers on digital banking options and demonstrate tools that enhance their banking experience.

Skills

Customer service

Sales experience

Education

High school diploma

Job description

Associated Bank in Rockford, IL is seeking a Relationship Banker to deliver outstanding service, process transactions, and open new accounts while building lasting customer relationships. This role emphasizes personalized service, regulatory compliance, and growing the branch’s customer base.

You will collaborate with insurance, mortgage, and specialist teams to provide comprehensive financial solutions, promote digital banking tools, and support customers’ financial wellness through proactive