Relationship Banker: Grow Customer Relationships & Solutions

Associated Bank - Corp

Madison (WI)

On-site

USD 23,419 - 39,895

Full time

14 days+

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Job summary

Associated Bank is hiring a Relationship Banker in Madison, WI. You will build strong customer relationships, process everyday banking transactions, and identify opportunities to introduce financial solutions that meet customer goals.

The role emphasizes service excellence, teamwork, and ongoing training to advance within the bank. A credit check is required as part of the recruiting process, with compliance to regulations and internal policies guiding daily duties.

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

  • Process transactions and assist customers with financial 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 branch's operational integrity and compliance with policies and regulations.
  • Participate in the Banker Roadmap program and complete training milestones.
  • Educate customers on digital banking options and demonstrate tools to enhance their banking experience.
  • Promote bank offerings and engage prospective customers through community and in-store outreach.

Skills

Customer service
Sales experience
Communication skills

Education

High school diploma or equivalent

Job description

Associated Bank is hiring a Relationship Banker in Madison, WI. You will build strong customer relationships, process everyday banking transactions, and identify opportunities to introduce financial solutions that meet customer goals.

The role emphasizes service excellence, teamwork, and ongoing training to advance within the bank. A credit check is required as part of the recruiting process, with compliance to regulations and internal policies guiding daily duties.

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