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Personal Banker - Mass Affluent Portfolio

Company: Disability Solutions
Location: Grafton
Posted on: July 1, 2024

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 a Bank or Market Manager, 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:

  • Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures. Banker may be assigned a customer book of business where they are responsible for growth and retention.
  • Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
  • Requires understanding of sales, products, benefits, account ownership, forms, and procedures.
  • Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued.
  • Committing to consistently exceeding customer expectations with each client interaction.
  • Grow assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Participates in joint appointments to further develop relationships.Review the qualifications listed below:Education:
    • High School Diploma. RequiredExperience:
      • 2-4 years Sales and goal based environment or related. Required
      • 1 year of experience within a Branch Banker role. Required
      • 3-5 years Working in a sales and goals based environment with strong customer service focus. PreferredLicenses and Certifications:
        • Other Banker Certification within 6 months. 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 to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview 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.

Keywords: Disability Solutions, Wauwatosa , Personal Banker - Mass Affluent Portfolio, Other , Grafton, Wisconsin

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