Relationship Banking Specialist

Associated Bank; Hudson (WI); On-site; USD 48,712,000 - 82,982,000; Full time

Job summary

Associated Bank in Hudson, Wisconsin is looking for a Relationship Banker to deliver outstanding service, process transactions, open new accounts, and help customers achieve their financial goals.

You will collaborate with specialists across insurance, mortgage, and other teams to provide comprehensive solutions while upholding branch efficiency and regulatory standards.

The role offers hands-on training, potential for certification, and opportunities to grow within the organization.

Qualifications

• High school diploma or equivalent.
• 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.
• 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

Education

High school diploma

Job description

Associated Bank in Hudson, Wisconsin is looking for a Relationship Banker to deliver outstanding service, process transactions, open new accounts, and help customers achieve their financial goals.

You will collaborate with specialists across insurance, mortgage, and other teams to provide comprehensive solutions while upholding branch efficiency and regulatory standards.

The role offers hands-on training, potential for certification, and opportunities to grow within the organization.