Relationship Banker: Build Trust, Grow Your Banking Career

Associated Bank, NA

Whitewater (WI)

On-site

USD 42,000 - 64,000

Full time

2 days ago
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Job summary

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and guide clients toward suitable financial solutions. You will work with teams across insurance, mortgage, and banking products, delivering personalized service and facilitating account openings.

The role emphasizes growth through training, certification, and hands-on experience in a collaborative branch environment, with a focus on customer-centric outcomes.

Qualifications

  • High school diploma or equivalent combination of education and experience.
  • 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.
  • 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 oriented

Education

High school diploma

Job description

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and guide clients toward suitable financial solutions. You will work with teams across insurance, mortgage, and banking products, delivering personalized service and facilitating account openings.

The role emphasizes growth through training, certification, and hands-on experience in a collaborative branch environment, with a focus on customer-centric outcomes.

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