Universal Banker

Associated Bank - Corp; City of Rochester (MN, NY); On-site; USD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a motivated Universal Banker to enhance customer relationships and drive sales. This role offers the chance to work in a dynamic environment, where you'll engage with clients, provide exceptional service, and promote a range of banking products. As part of a supportive team, you'll receive training and opportunities for growth. Join a company that values diversity and offers competitive benefits, including retirement plans and professional development. If you're passionate about customer service and ready to advance your career, this position could be the perfect fit for you.

Benefits

401(k) Retirement Plan

Paid Volunteer Time Off

Diversity-Focused Resource Groups

Professional Development Opportunities

Well-Being Programs

Parental Leave

Employee Stock Purchase Plan

Military Benefits

Qualifications

• High School diploma or equivalent experience required.
• Less than 2 years in a sales and goals-based environment.

Responsibilities

• Develop customer relationships and match needs with Bank products.
• Provide accurate customer service including transactions.
• Address customer questions and resolve account issues.

Skills

Customer Service

Sales Skills

Problem Solving

Education

High School Diploma or GED

Job description

Job Description: Universal Banker

At Associated Bank, we strive to create an inclusive culture where diverse perspectives are valued as strengths. If you thrive in an environment that encourages growth and development, then Associated Bank may be the right place for you.

Note: Associated Bank requires you to represent yourself and your experiences honestly during the recruiting process.

Position Overview

The Universal Banker is responsible for a variety of branch activities, including transaction processing, new account sales, customer service, and referral generation. This role involves cross-training and focusing on both teller and platform sales tasks.

Under the supervision of an Assistant Bank Manager, Bank Manager, or Market Manager, you will assist customers by providing exceptional service, learning sales behaviors, and progressing through the banker roadmap and certification. Responsibilities include performing teller transactions, resolving customer issues, and proactively recommending Bank products to meet customer needs. You will also demonstrate digital banking options and complete required training and certification for promotion eligibility. Flexibility to work at multiple branch locations may be required.

Compliance and Regulatory Requirements

This role requires a credit check per 12 CFR Chapter X, Part 1026, and compliance with internal policies, laws, and regulations, including the Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. You must maintain registration and meet registry requirements as directed.

Key Responsibilities

1. Develop and deepen customer relationships through quality conversations and matching needs with appropriate Bank products and services. Identify sales opportunities and refer customers to specialists as needed.
2. Provide courteous, accurate, and timely customer service, including cashing checks, deposits, withdrawals, and handling loan and credit card payments. Look for opportunities to convert service activities into sales.
3. Address customer questions and resolve account issues to ensure satisfaction. Conduct onboarding calls and follow-up with customers.
4. Adhere to internal policies, procedures, and regulations, completing all required training and certifications.

Qualifications

Education: High School diploma, GED, or equivalent experience.

Experience: Less than 2 years in a sales and goals-based environment with strong customer service skills.

Benefits

• Retirement plans including 401(k) and Pension.
• Paid volunteer time off.
• Participation in diversity-focused Colleague Resource Groups.
• Competitive salary with professional development opportunities.
• Additional benefits including well-being programs, parental leave, employee stock purchase plan, military benefits, and more.

About Us

Associated Bank serves over 120 communities across Wisconsin, Illinois, and Minnesota. We are recognized as a great place to work and support a diverse, inclusive environment. Connect with us on Facebook, LinkedIn, and X.

Equal Opportunity and Compliance

We are an equal opportunity employer committed to diversity. We comply with all applicable laws, including the E-Verify program and pay transparency laws. For accommodations during the application process, contact [e-mail].