Relationship Banking Specialist

Associated Bank; Sister Bay (WI); On-site; USD 23,000 - 40,000; Full time

Benefits offered by this job

401(k) and Pension plans

Volunteer time off

Well-being programs

Parental leave

Employee stock purchase plan

Job summary

Associated Bank is hiring a Relationship Banker to build customer relationships, process transactions, and identify financial solutions for clients. You will gain hands-on experience, complete banker certification, and advance within the organization while delivering exceptional service.

This role involves opening new accounts, partnering with specialists across insurance, mortgage, and other teams, and promoting digital banking tools in a compliant branch environment.

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 (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.

Education

High school diploma or equivalent

Job description

Associated Bank is hiring a Relationship Banker to build customer relationships, process transactions, and identify financial solutions for clients. You will gain hands-on experience, complete banker certification, and advance within the organization while delivering exceptional service.

This role involves opening new accounts, partnering with specialists across insurance, mortgage, and other teams, and promoting digital banking tools in a compliant branch environment.