Relationship Banker: Grow Relationships & Financial Wellness

Milwaukee Succeeds

Milwaukee (WI)

On-site

USD 23,000 - 40,000

Full time

2 days ago
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Benefits offered by this job

Retirement savings (401(k) & Pension)
Paid time off
Diversity-focused Colleague Resource G
Competitive salaries
Bonus programs
Employee banking, loans, investments,

Job summary

Associated Bank in Milwaukee, WI, is seeking a Relationship Banker to build relationships with customers, provide exceptional service, and grow a banking career. You will process transactions, assist customers with financial needs, and introduce solutions to help them reach goals.

This role offers hands-on experience, banker certification, and advancement within the organization. The position requires a credit check and is located at 829 W Mitchell St., Milwaukee, WI 53204.

Qualifications

  • High school diploma or equivalent required.
  • Up to 2 years of customer-facing sales and/or service experience preferred.

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-facing sales

Education

High school diploma

Job description

Associated Bank in Milwaukee, WI, is seeking a Relationship Banker to build relationships with customers, provide exceptional service, and grow a banking career. You will process transactions, assist customers with financial needs, and introduce solutions to help them reach goals.

This role offers hands-on experience, banker certification, and advancement within the organization. The position requires a credit check and is located at 829 W Mitchell St., Milwaukee, WI 53204.

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