Relationship Banker Mass Affluent
Relationship Banker Mass Affluent
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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. Associated Bank conducts a thorough background check on all new hires.
We invite you to view the opportunity below.Under direct supervision of a Market Manager or other senior leader responsible for expanding and deepening customer relationships by identifying customers needs comprehensively and matching their needs with selections and resources within the colleagues assigned business line and across all business lines of Associated Bank. Provide financial expertise on bank products and services to Mass Affluent clients. Work closely with other business line partners to develop relationships and ensure retention of client assets and growth in relationships. Assist in growing loans deposits fee income overall asset growth and financial planning. This will be accomplished by acting as a resource across the bank bringing together the right partners providing convenience to clients and providing bank wide tailored solutions to clients. Achieve individual/branch team goals and business line referrals in line with Associated Banks Core Values. The colleagues in this role will be asked to support multiple branch locations to ensure flexibility and mobility to meet the expectations of our branch and customers.
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:
- 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.
- Demonstrate an understanding of sales products benefits account ownership forms and procedures. Ensure that new accounts are properly opened and cross-sell opportunities are identified and pursued.
- Develop financial expertise and familiarity with the banks products and services to identify client needs presenting solutions through product benefits answering questions completing the sale and nurturing relationships personally committing to consistently exceed customer expectations with each client interaction.
- Establish good working rapport and creditability with other coworkers. Provides guidance to other Banker colleagues to help develop proactive sales activities and act as a subject matter expert to help mentor and guide bankers to provide excellent customer service and identify sales opportunities. Attend bank level meetings to provide business sales updates and to identify and communicate sales opportunities.
- Initiate new opportunities for the bank by building and expanding internal and external referral sources.
- Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the environment and general banking trends through bank approved sources. Actively participate in community functions/groups to promote the image of the Bank as an integral member of the community committed to the goals and interests of the community. Establish referral contacts within the community.
Review the qualifications listed below:
Education
- High School Diploma. Required
Experience
- 3 years experience working in a sales or goals-based environment with strong customer service focus. Required
- 2 years Banker experience. Required
- 3-5 years working in a sales and goals-based environment with strong customer service focus. Preferred
Licenses and Certifications
- Associated Bank-Banker Certification within 6 months. Required
- Must have access to reliable transportation and the ability to lawfully drive self if applicable by start date. Required
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 leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.
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 Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
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.
$19.52 - $33.46 per hourEmployment Type
Full-Time
