Relationship Banker: Grow Clients' Financial Lives

Associated Bank; Wisconsin; In loco; USD 23.000 - 40.000; Tempo pieno

Descrizione del lavoro

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and identify financial solutions that meet clients’ needs. You will collaborate with specialists and participate in training milestones under the Banker Roadmap.

The role emphasizes service excellence, knowledge of digital banking tools, and proactive outreach to customers within the branch and community. Prior banking or retail sales experience is preferred.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Customer-facing sales

Customer service

Formazione

High school diploma or equivalent

Descrizione del lavoro

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and identify financial solutions that meet clients’ needs. You will collaborate with specialists and participate in training milestones under the Banker Roadmap.

The role emphasizes service excellence, knowledge of digital banking tools, and proactive outreach to customers within the branch and community. Prior banking or retail sales experience is preferred.