Universal Banker

We invite you to view the opportunity below.

The Universal Banker is responsible for a broad range of activities in the branch, including transaction processing, new account sales, customer servicing, and referral generation. Requires cross-training, and the ability to focus on both teller and platform sales tasks.

Under direct supervision of an Assistant Bank Manager, Bank Manager or Market manager, responsible for assisting customers focused on delivering exceptional service and quality with every transaction, while also learning and modeling sales behaviors to progress through banker roadmap and certification. Perform teller transactions, service customer needs, resolve issues and, when appropriate, proactively recommend Associated Bank products to existing customers and prospects. Provide exceptional customer service by accurately processing customer transactions and demonstrate digital alternatives as appropriate. While learning and modeling behaviors through roadmap progression, responsible to complete curriculum, meet performance milestones, and pass Banker certification for promotion eligibility. 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. 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.

• Acquire new and deepen existing customer relationships by initiating thorough, quality conversations to identify customer needs and matching those needs with the appropriate Bank product or service. Uncovering sales opportunities requires strong understanding and execution of the Bank’s sales objectives, processes, tools and campaigns and must effectively demonstrate and sell all customer channels. Ensure that new accounts are properly processed, and cross-sell opportunities are identified and pursued. Refer customers to other members of the branch team or select business partners including private, Mortgage, Investment Services 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. Look for opportunities to convert service activities into sales activities.
• Answer customer questions and resolve related account issues to ensure customer satisfaction, including over the phone and in-person. Perform service-related activities such as on-boarding calls and appropriate follow-up with customers.
• 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.

• High School or equivalent combination of education and experience. Required

• Less than 2 years working in a sales and goals-based environment, with strong customer service focus. Required

• 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.

$17.00 - $24.70