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Banker
Associated Bank
Plover, WI, United States
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Description
JOB ACCOUNTABILITIES
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. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.
JOB SUMMARY
Under direct supervision of a Bank or Market Manager, the successful colleague will be responsible for selling Associated Bank products to existing customers and prospects. Bankers are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. The colleague in this position may also provide exceptional customer service through efficient and accurate processing of customer transactions. This person will strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. The role will 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. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
JOB ACCOUNTABILITIES
Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Sell bank products to new and existing customers, using the established company sales process while maintaining sales and procedural proficiency in all services offered at the bank.
Opens deposit and loan accounts, verifies and processes changes to existing accounts, answers customer questions and resolves related account problems. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued.
Ensures positive public perception by extending a warm welcome to existing or potential customers, and identifying their needs, presenting solutions through product benefits, overcoming resistance, completing the sale, and nurturing relationships, personally committing to consistently exceed customer expectations, every time, everywhere.
Prepare all documents and paper work, assist customers with signing documents necessary to complete transactions, receive initial deposits and/or transfer funds from existing accounts or prepares sight draft to obtain funds.
Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions including inquiries and new account posting while exceeding customer expectations.
Assists the Bank Manager as needed and acts as a mentor and trainer for other Bankers within an office or region. May perform some sales coaching activities and helps prepare reports and sales aids. Participates in community and business functions/group to ensure a positive image for the bank within their market place.
Opening or closing of retail bank, performing routine functions in preparation of the start or end of day’s activities including ATM balancing and/or servicing.
In the absence of the Manager, mentor and guide Banker I's to provide excellent customer service and identify sales opportunities while maintaining operations activities at the branch.
OTHER DUTIES AND RESPONSIBILITIES
Proactive aisle prospecting required for in-store branches.
Qualifications
EDUCATION:
REQUIRED
High School or equivalent combination of education and experience
PREFERRED
Associate's Degree Business or related field
Bachelor's Degree Business or related field
EXPERIENCE:
REQUIRED
2-5 years experience working in a sales and goals based environment with strong customer service focus.
Preferred
Less than 2 years
Demonstrated proficiency in Business Banking
Less than 2 years
Sales and/or financial industry experience including deposit and consumer lending.