Relationship Banker

Company: Disability Solutions
Location: Wausau
Posted on: February 2, 2025

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.We invite you to view the opportunity below. Under direct supervision of Branch Management, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch. Must have the ability to use and demonstrate all customer channels including digital technology. Achieve individual and branch team goals. 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 GED or equivalent combination of education and experience. RequiredExperience
    • 2-4 years Customer facing sales and/or service experience. Required
    • 2-5 years Working in a sales and goals based environment with strong customer service focus. PreferredLicenses and Certifications
      • Other Banker Certification by start date. RequiredIn 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-focused Colleague Resource Groups.
        • Competitive salaries with professional development and advancement opportunities.
        • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
        • Personal banking, loan, investment and 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 on Facebook, LinkedIn and X.Compliance StatementAssociated 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 leavesandaccommodations@associatedbank.com 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 - $25.96

Keywords: Disability Solutions, Milwaukee , Relationship Banker, Other , Wausau, Wisconsin