Full-Time

Personal Banker

Mass Affluent Portfolio

Posted on 1/17/2025

Associated Bank

Associated Bank

1,001-5,000 employees

Fintech
Financial Services

Compensation Overview

$17.9 - $30.7Hourly

Mid

Elgin, IL, USA + 1 more

More locations: United States

May require working in multiple branch locations.

Category
Sales & Trading
Finance & Banking
Required Skills
Sales
Customer Service
Requirements
  • High School Diploma. **Required**
  • 2-4 years Sales and goal based environment or related. **Required**
  • 1 year of experience within a Branch Banker role. **Required**
  • Other Banker Certification within 6 months. **Required**
Responsibilities
  • Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures. Banker may be assigned a customer book of business where they are responsible for growth and retention.
  • Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
  • Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued.
  • Committing to consistently exceeding customer expectations with each client interaction.
  • Grow assets under management by developing new business through proactive sales efforts with both existing clients and new customers. Participates in joint appointments to further develop relationships.
Desired Qualifications
  • 3-5 years Working in a sales and goals based environment with strong customer service focus. **Preferred**

Company Stage

IPO

Total Funding

N/A

Headquarters

Green Bay, Wisconsin

Founded

1861

Simplify Jobs

Simplify's Take

What believers are saying

  • Recent balance sheet repositioning supports organic growth and improves profitability.
  • Decreased prime rate may attract more borrowers, increasing loan origination.
  • Expansion in commercial banking with new relationship managers enhances growth potential.

What critics are saying

  • Increased competition in Midwest banking sector may pressure market share.
  • Decreased prime rate could reduce interest income if not offset by loan volume.
  • New executive appointments may lead to strategic misalignments during transition.

What makes Associated Bank unique

  • Largest bank holding company based in Wisconsin with $42 billion in assets.
  • Focus on organic growth strategy, enhancing earnings and boosting capital.
  • Strong presence in Midwest with nearly 200 banking locations.

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Benefits

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Professional Development Budget

Wellness Program

Employee Stock Purchase Plan