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Personal Banker Mass Affluent Portfolio

Personal Banker Mass Affluent Portfolio

USA JobsMenomonee Falls, WI, US
2 hours ago
Job type
  • Full-time
Job description

Bank Representative

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 conducts a thorough background check on all new hires. Under direct supervision of a Bank or Market Manager, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying customers' needs comprehensively and matching their needs recommending appropriate deposit, lending, digital and other services. 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, and fee income 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 Bank's Core Values. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch. A colleague in this role may be asked to work in more than one branch location 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.

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Personal Banker • Menomonee Falls, WI, US