Relationship Banker: Grow Client Relationships & Solutions

Associated Bank - Corp; Town of Oconomowoc (WI); On-site; USD 23,000 - 39,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Employee resource groups

Competitive salary with development

Employee stock purchase plan

Job summary

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and guide clients toward financial solutions. You will participate in bank certification and advance within our organization.

This role emphasizes delivering outstanding service, opening new accounts, and educating customers about digital banking, with a focus on growth and community involvement within Wisconsin.

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

Relationship building

Education

High school diploma or equivalent

Job description

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and guide clients toward financial solutions. You will participate in bank certification and advance within our organization.

This role emphasizes delivering outstanding service, opening new accounts, and educating customers about digital banking, with a focus on growth and community involvement within Wisconsin.