Universal Banker

Associated Bank; Beloit (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking banking institution as a Universal Banker, where you will play a vital role in enhancing customer experiences through exceptional service and sales. This entry-level position offers a unique opportunity to develop skills in transaction processing and customer relationship management while working in a supportive environment. You will be empowered to recommend banking products that meet customer needs and contribute to a culture of flexibility and mobility. If you are passionate about finance and eager to grow your career, this role is perfect for you.

Benefits

401(k) and Pension Plans

Paid Time Off for Volunteering

Diversity-Focused Colleague Resource Groups

Professional Development Opportunities

Well-Being Programs and Incentives

Parental Leave

Employee Stock Purchase Plan

Military Benefits

Qualifications

• Requires less than 2 years in a sales environment with a customer service focus.
• Spanish bilingual preferred for better customer interaction.

Responsibilities

• Process transactions and assist customers with account needs.
• Acquire and deepen customer relationships through quality conversations.

Skills

Customer Service

Sales Skills

Bilingual (Spanish)

Education

High School Diploma or Equivalent

Job description

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This range is provided by Associated Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$17.00/hr - $24.70/hr

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.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.

We invite you to view the opportunity below.

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. Requires cross-training, and the ability to focus on both teller and platform sales tasks.

Under direct supervision of an Assistant Bank Manager, Bank Manager or Market manager, responsible for assisting customers focused on delivering exceptional service and quality with every transaction, while also learning and modeling sales behaviors to progress through banker roadmap and certification. Perform teller transactions, service customer needs, resolve issues and, when appropriate, proactively recommend Associated Bank products to existing customers and prospects. Provide exceptional customer service by accurately processing customer transactions and demonstrate digital alternatives as appropriate. While learning and modeling behaviors through roadmap progression, responsible to complete curriculum, meet performance milestones, and pass Banker certification for promotion eligibility. The colleagues in this role may be asked to work multiple branch locations to support a culture of flexibility and mobility to meet the expectations of our branch and customers.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

This Person Will Also

• Acquire new and deepen existing customer relationships by initiating thorough, quality conversations to identify customer needs and matching those needs with the appropriate Bank product or service. Uncovering sales opportunities requires strong understanding and execution of the Bank’s sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued. Refer customers to other members of the branch team or select business partners including private, Mortgage, Investment Services and Business Banking, as appropriate to meet the customer needs.
• Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits and withdrawals, handling loan and credit card payments and dispensing monetary instruments. Look for opportunities to convert service activities into sales activities.
• Answer customer questions and resolve related account issues to ensure customer satisfaction, including over the phone and in-person. Perform service-related activities such as on-boarding calls and appropriate follow-up with customers.
• Protect the Bank’s financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification.
  
  

Review The Qualifications Listed Below

Education

• High School or equivalent combination of education and experience. Required
  
  

Experience

• Less than 2 years working in a sales and goals-based environment, with strong customer service focus. Required
• Spanish Bilingual. Preferred
  
  

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
• Personal banking, loan, investmentand insurance benefits.
  
  

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [e-mail] if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

$17.00 - $24.70 per hour

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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