Personal Banker - Mass Affluent Portfolio

at ASSOCIATED BANK NATIONAL ASSOC in Elgin, Illinois, United States

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 assisting customers in a transitional role focused on delivering exceptional service and quality with every transaction, while also learning and modeling sales behaviors to progress through banker roadmap and certification. Perform teller transactions, service customer needs, resolve issues and, when appropriate, proactively recommend Associated Bank products to existing customers and prospects. Provide exceptional customer service by accurately processing customer transactions and demonstrate digital alternatives as appropriate. While learning and modeling behaviors through roadmap progression, responsible to complete curriculum, meet performance milestones, and pass Banker certification for promotion eligibility. 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. Required

Experience
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. Preferred

Licenses and Certifications
Other Banker Certification within 6 months. 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 leave,anemployee stock purchase plan, military benefits and much more.

Personal banking, loan, investmentand 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 onFacebook,LinkedInandX.

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... For full info follow application link.

The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.