Relationship Banker: Grow Clients’ Financial Wellness

Associated Banc‑Corp; Appleton (WI); Hybrid; USD 23,000 - 40,000; Full time

Job summary

Associated Bank in Appleton, WI is seeking a Relationship Banker to deliver outstanding customer service and help customers meet their financial goals. You will process transactions, open accounts, and partner with specialists to provide comprehensive solutions in a busy branch environment.

The role emphasizes educating customers on digital banking tools, teamwork with colleagues, and meeting training milestones while supporting community outreach and a strong local presence.

Qualifications

• High school diploma or equivalent required.
• 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.
• 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

Banking knowledge

Education

High school diploma or equivalent

Job description

Associated Bank in Appleton, WI is seeking a Relationship Banker to deliver outstanding customer service and help customers meet their financial goals. You will process transactions, open accounts, and partner with specialists to provide comprehensive solutions in a busy branch environment.

The role emphasizes educating customers on digital banking tools, teamwork with colleagues, and meeting training milestones while supporting community outreach and a strong local presence.