Universal Banker

Associated Bank - Corp; Beloit (WI); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Universal Banker, where you will play a crucial role in enhancing customer relationships and driving sales. This dynamic position involves transaction processing, new account sales, and exceptional customer service. You'll be empowered to recommend products and resolve issues while ensuring compliance with banking regulations. With opportunities for growth and development in a supportive environment, this role is perfect for those looking to make a meaningful impact in a community-focused bank. Embrace the chance to thrive in a diverse workplace that values your contributions.

Benefits

Retirement Plans (401(k) and Pension)

Paid Community Volunteer Time

Diversity-Focused Resource Groups

Well-Being Programs

Parental Leave

Employee Stock Purchase

Military Benefits

Qualifications

• Strong customer service skills with experience in sales and goals-based environments.
• Ability to nurture and retain customer relationships effectively.

Responsibilities

• Acquire and deepen customer relationships through quality conversations.
• Provide courteous and timely service for transactions and account issues.

Skills

Customer Service

Sales Skills

Bilingual (Spanish)

Education

High School Diploma or Equivalent

Job description

At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Opportunity: Universal Banker

The Universal Banker is responsible for a broad range of activities in the branch, including transaction processing, new account sales, customer servicing, and referral generation. This role requires cross-training and the ability to focus on both teller and platform sales tasks.

Under the supervision of an Assistant Bank Manager, Bank Manager, or Market Manager, this position involves assisting customers with exceptional service and quality, learning and modeling sales behaviors to progress through the banker roadmap and certification. Responsibilities include performing teller transactions, resolving issues, proactively recommending products, and demonstrating digital alternatives. The role may require working at multiple branch locations to support flexibility and mobility.

This position requires a credit check in accordance with applicable regulations, and compliance with internal policies, laws, and regulations, including Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements.

Key Responsibilities:

1. Acquire and deepen customer relationships through quality conversations, identifying needs, and matching products or services. Ensure proper processing of new accounts and pursue cross-sell opportunities, referring customers to specialists as needed.
2. Nurture and retain customer relationships by providing courteous, accurate, and timely service, including cashing checks, deposits, withdrawals, and handling payments. Look for opportunities to convert service activities into sales.
3. Answer customer questions and resolve account issues to ensure satisfaction, including over the phone and in person. Perform onboarding calls and follow-ups.
4. Protect the bank's financial interests by complying with policies, procedures, and regulations, including completing required training and certifications.

Qualifications:

• Education: High School diploma or equivalent, or relevant experience.
• Experience: Less than 2 years in a sales and goals-based environment with strong customer service. Bilingual in Spanish preferred.

Benefits:

• Retirement plans (401(k) and Pension)
• Paid community volunteer time
• Diversity-focused resource groups
• Competitive salary with development opportunities
• Additional benefits: well-being programs, parental leave, employee stock purchase, military benefits, and more

Our Commitment:

Associated Bank is an equal opportunity employer committed to diversity. We support a respectful work environment and do not discriminate based on race, religion, gender, age, sexual orientation, disability, veteran status, or other protected factors. We comply with all legal and regulatory requirements, including E-Verify and the Bank Secrecy Act. For accommodations during the application process, contact [e-mail].