Community Banker II
About the role
Under direct supervision of Branch Management, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch.
Responsibilities
- Recommend Associated Bank products to new and existing customers, following the company sales process while accurately following established bank procedures.
- Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
- Open deposit and loan accounts, verify and process changes to existing accounts, answer customer questions and resolve related account problems.
- Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions while exceeding customer expectations.
- Absorb and apply knowledge of sales, products, benefits, account ownership, forms, and procedures.
- Maintain and identify new account opportunities and cross-sell opportunities.
- Assist the Bank Manager as needed and act as a mentor and trainer for other Bankers within an office or region.
- Perform some sales coaching activities and help prepare reports and sales aids.
- Participate 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.
Requirements
Must have the ability to use and demonstrate all customer channels including digital technology. Achieve individual and branch team goals. The colleagues in this role may be asked to work multiple branch locations 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.
Qualifications
- Education: High School or equivalent combination of education and experience.
- Experience: 2-4 years Customer facing sales and/or service experience. Required 2-5 years Working in a sales and goals based environment with strong customer service focus.
Skills
Requires understanding of sales, products, benefits, account ownership, forms, and procedures. 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.
Benefits
Includes 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.
Pay
$17.00 - $28.96 per hour