Banker I - Madison Excelsior at Associated Bank
Posted in General Business 30+ days ago.
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Location: Madison, Wisconsin
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.
Under direct supervision of a Bank or Market Manager, the successful colleague will be responsible for assisting customers in a dual role focused on delivering exceptional service and quality with every transaction. The Banker will perform teller transactions, service customer needs and resolve issues, and when appropriate proactively sell Associated Bank products to existing customers and prospects. Banker's are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate products and services. Bankers will also be responsible for making customer referrals to the appropriate line of business to meet their financial needs. The colleague in this position will also provide exceptional customer service through efficient and accurate processing customer transactions and be able to efficiently demonstrate all customer channels including digital capabilities. All Banker colleagues will be responsible for completing curriculum and passing Banker Certification before they are eligible for promotion. The Banker will strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. This role will also support the operational integrity of the branch. The colleagues in this role may be asked to work multiple branch locations.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer’s best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
Acquire new and deepen existing customer relationships by initiating a thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the Bank’s sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Refer customers to other members of the branch team or select business partners including Private, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs.
Nurture and retain customer relationships by extending a courteous welcome and delivering accurate and timely customer service according to the established guidelines, including cashing checks, accepting deposits, and withdrawals, handling loan and credit card payments and dispensing monetary instruments and bonds. Look for opportunities to convert service activities into sales opportunities.
Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. Source new lending opportunities and support the process and closing requirements in line with banker duties. 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.
Support the day-to-day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed.
Protect the Bank's financial interests by complying with internal and external policies, procedures, and regulations. This includes satisfactorily completing all required training and banker certification.
Banker should perform reactive cross-sell activities such as campaign calls, e-refer follow-up and other related activities.
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.
Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.
Proactive aisle prospecting required for in-store bankers.
High School or equivalent combination of education and experience
Associate's Degree Business or related field
Less than 2 years Experience working in a sales and goals based environment, with strong customer service focus.
Less than 2 years Sales and/or financial industry experience
Less than 2 years Technology use including use of computer and systems.
Skill Sets Other Skills Proficiency
Verbal Communication Intermediate
Customer Relations Intermediate
Other: Digital technology aptitude and ability Intermediate
Operate Office Equipment Intermediate
Written Communication Intermediate