Relationship Banking Specialist

Associated Bank - Corp; Muskego (WI); On-site; USD 23,000 - 39,000; Full time

Benefits offered by this job

401(k) and Pension

Volunteer time off

Diversity-focused Colleague Resource-G

Career development

Employee stock purchase plan

Military benefits

Personal banking benefits

Job summary

Associated Bank is seeking a Banker to build relationships with customers, process transactions, and promote financial solutions. You will gain hands-on experience, pursue banker certification, and grow within the organization.

In this role you will open new accounts, support digital banking education, and collaborate with specialists across banking lines to meet customers' needs while adhering to compliance and safety standards.

Qualifications

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

Banking knowledge

Education

High school diploma

Job description

Associated Bank is seeking a Banker to build relationships with customers, process transactions, and promote financial solutions. You will gain hands-on experience, pursue banker certification, and grow within the organization.

In this role you will open new accounts, support digital banking education, and collaborate with specialists across banking lines to meet customers' needs while adhering to compliance and safety standards.