Relationship Banking Specialist

associatedbank; De Pere (WI); On-site; USD 48,712,000 - 83,071,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Colleague Resource Groups

Professional development and careeradv

Well-being programs and incentives

Parental leave

Employee stock purchase plan

Military benefits

Personal banking, loans, investments,/

Job summary

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and help clients meet their financial goals. You will learn banking certifications and advance within the organization while delivering exceptional service.

Responsibilities include opening new accounts, advising on products, and collaborating with specialists to provide comprehensive financial solutions, all while maintaining compliance and strong community outreach.

Qualifications

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

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 service

Sales experience

Communication skills

Problem solving

Education

High school diploma

Job description

Associated Bank is seeking a Relationship Banker to build strong customer relationships, process transactions, and help clients meet their financial goals. You will learn banking certifications and advance within the organization while delivering exceptional service.

Responsibilities include opening new accounts, advising on products, and collaborating with specialists to provide comprehensive financial solutions, all while maintaining compliance and strong community outreach.