Universal Banker

Associated Bank, NA; Rockford (IL); On-site; USD 10,000 - 60,000; Full time

Job summary

A leading community bank is seeking a Universal Banker to manage transactions and customer relationships. This role requires strong customer service and sales skills, and opportunities for professional growth are available along with competitive benefits. The position includes responsibilities such as processing account transactions, resolving issues, and recommending bank products.

Benefits

401(k) and Pension plans

Paid community volunteer time

Diversity-focused Colleague Resource Groups

Well-being programs

Parental leave

Employee stock purchase plans

Military benefits

Personal banking, loan, investment, and insurance benefits

Qualifications

• Less than 2 years in a sales and goals-based environment.
• Strong customer service focus.

Responsibilities

• Process customer transactions and provide exceptional service.
• Acquire new customer relationships and nurture existing ones.
• Answer customer questions and resolve account issues.

Skills

Customer service

Sales

Communication

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.

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.

Position: 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. 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 with a focus on delivering exceptional service and quality with every transaction, while also learning and modeling sales behaviors to progress through the banker roadmap and certification. Perform teller transactions, service customer needs, resolve issues, and proactively recommend Associated Bank products to existing customers and prospects. Provide exceptional customer service by accurately processing customer transactions and demonstrating digital alternatives as appropriate. Responsible for completing curriculum, meeting performance milestones, and passing Banker certification for promotion eligibility. Employees may be asked to work at multiple branch locations to support flexibility and meet customer expectations.

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, including the 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 registration as directed by the S.A.F.E. Act.

This role also involves:

• Acquiring new and deepening existing customer relationships by initiating thorough, quality conversations to identify customer needs and matching those needs with appropriate Bank products or services. Uncovering sales opportunities requires strong understanding and execution of the Bank’s sales objectives, processes, tools, and campaigns. Effectively demonstrate and sell all customer channels. Ensure proper processing of new accounts and pursue cross-sell opportunities. Refer customers to other branch team members or business partners such as private banking, mortgage, investment services, and business banking, as appropriate.

• Nurturing and retaining customer relationships by extending courteous welcomes and delivering accurate, timely customer service, 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.

• Answering customer questions and resolving account issues to ensure satisfaction, including over the phone and in person. Performing onboarding calls and follow-up with customers as needed.

• Protecting the Bank’s financial interests by complying with policies, procedures, and regulations, including completing all required training and certification.

Qualifications:

Education: High School diploma or equivalent, or a combination of education and experience. Required

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

We offer benefits for every stage of life, including:

• Retirement plans (401(k) and Pension)
• Paid community volunteer time
• Diversity-focused Colleague Resource Groups
• Competitive salaries with opportunities for professional growth
• Bonus benefits like well-being programs, parental leave, employee stock purchase plans, military benefits, and more
• Personal banking, loan, investment, and insurance benefits

Associated Bank serves over 120 communities across Wisconsin, Illinois, and Minnesota. We are proud to be recognized as a great place to work in the Midwest. Join our community on Facebook, LinkedIn, and X.

Compliance and Equal Opportunity Statement:

We are an equal opportunity employer committed to diversity and inclusion. We support a respectful work environment and consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other factors. We comply with all applicable laws and policies, including the Bank Secrecy Act and E-Verify requirements. For accommodations during the application process, contact [e-mail].

Pay range: $17.00 - $24.70 per hour.