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Relationship Banker - Wausau Wisconsin
Company: Disability Solutions Location: Wausau, Wisconsin
Posted On: 01/23/2025
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.
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