Relationship Banker: Grow Customers' Financial Wellness

Associated Banc‑Corp; Green Bay (WI); On-site; USD 23,000 - 40,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off

Professional development

Diversity groups

Employee stock purchase plan

Job summary

Associated Bank in Green Bay, WI is seeking a Relationship Banker to build customer relationships, process transactions, and promote financial solutions. The role involves assisting customers with their financial needs, opening new accounts, and guiding clients through digital banking tools.

Applicants will complete training and certification milestones, with a credit check as part of the process. A strong emphasis on community outreach and personalized service is emphasized in this role.

Qualifications

• High school diploma or equivalent; up to 2 years of customer-facing sales/service experience.
• Preferred banking, financial services, or retail sales experience.

Responsibilities

• Deliver outstanding customer service by processing transactions and assisting customers.
• 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

Communication

Relationship building

Education

High school diploma

Job description

Associated Bank in Green Bay, WI is seeking a Relationship Banker to build customer relationships, process transactions, and promote financial solutions. The role involves assisting customers with their financial needs, opening new accounts, and guiding clients through digital banking tools.

Applicants will complete training and certification milestones, with a credit check as part of the process. A strong emphasis on community outreach and personalized service is emphasized in this role.