Relationship Banker
$35,360–$60,237 year
On-site · Madison, Wisconsin, United States
Job Summary
Relationship Banker at Associated Bank delivers outstanding customer service by efficiently processing transactions, assisting customers with financial needs, and opening new accounts to build lasting relationships. The role involves identifying opportunities to recommend products and services that support customers’ financial wellness, partnering with specialists across insurance, mortgage, and other teams, educating customers on digital banking options, promoting bank offerings, and participating in the Banker Roadmap program with training milestones and certification requirements. The position requires a credit check, background check, and adherence to policies and regulations, with a focus on community outreach and compliant operational integrity. The organization emphasizes growth, mentorship, and a supportive, diverse workplace, offering comprehensive benefits and opportunities for advancement.
Required Qualifications
- High school diploma or equivalent
- Up to 2 years of customer-facing sales and/or service experience
- Background check
- Credit check per 12 CFR 1026 (Truth in Lending)
- Banker certification training/certification
- Ability to process transactions and open accounts
- Knowledge of digital banking options
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