Associated Bank
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.
The Universal Banker is responsible for a broad range of activities in the branch, including transaction processing, new account sales, customer servicing, and referral generation. Requires cross-training, and the ability to focus on both teller and platform sales tasks.
Under direct supervision of an Assistant Bank Manager, Bank Manager or Market manager, responsible for assisting customers 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.
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.
Key Responsibilities
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. Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines. Answer customer questions and resolve related account issues to ensure customer satisfaction, including over the phone and in-person. Protect the Bank’s financial interests by complying with internal and external policies, procedures, and regulations. Qualifications
High School or equivalent combination of education and experience. Required Less than 2 years working in a sales and goals-based environment, with strong customer service focus. Required Benefits
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 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.
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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. Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines. Answer customer questions and resolve related account issues to ensure customer satisfaction, including over the phone and in-person. Protect the Bank’s financial interests by complying with internal and external policies, procedures, and regulations. Qualifications
High School or equivalent combination of education and experience. Required Less than 2 years working in a sales and goals-based environment, with strong customer service focus. Required Benefits
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 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.
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