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Personal Banker - Mass Affluent Portfolio

Personal Banker - Mass Affluent Portfolio

Associated Banc-CorpEau Claire, WI, United States
10 hours ago
Job type
  • Full-time
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.

Role Summary

As a Personal Banker for the Mass Affluent Portfolio, you will build and deepen client relationships by understanding financial needs and recommending tailored banking solutions. You will support client growth by partnering across business lines to deliver deposit, lending, digital, and investment services. This role offers an opportunity to manage a book of business, contribute to branch goals, and advance your career in a client-focused environment.

Key Accountabilities

  • Build and grow customer relationships by proactively identifying financial needs and recommending appropriate products and services.
  • Manage a book of business, focused on asset retention, growth, and customer satisfaction.
  • Open new accounts, process transactions, and ensure accurate documentation and regulatory compliance.
  • Partner with mortgage, investment, business banking, and other teams to deliver comprehensive financial solutions.
  • Grow deposits, loans, and fee income through proactive outreach and referrals.
  • Provide exceptional service during every client interaction, ensuring a seamless and positive experience.
  • Support branch operations including service requests, transaction processing, and operational integrity.

Education & Experience

Required :

  • High school diploma.
  • 2+ years in a sales and goals-based environment.
  • 1+ year of experience in a branch banker or similar role.
  • Banker certification within 6 months of hire.
  • Preferred :

  • 3+ years of experience in sales with a strong customer service focus.
  • Financial services or banking experience working with mass affluent clients.
  • Why You'll Love Working Here

    At Associated Bank, you'll be part of a supportive team that values customer relationships, career development, and community impact. We offer training, professional growth opportunities, and the ability to make a meaningful difference in clients' financial lives. Apply today to make an impact and grow your career with us.

    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, 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 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 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 Bank's anonymous Ethics Hotline.

    Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

    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.

    $17.91 - $30.70 per hour

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    Personal Banker • Eau Claire, WI, United States

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