Financial Services Representative
3 weeks ago
At Associated Bank, we value diverse perspectives and recognize their significance in our success. We strive to create an inclusive culture where your growth and development are encouraged and supported.
Role OverviewWe invite you to explore this opportunity below, which may be the right fit for you if you thrive in a collaborative environment with opportunities for advancement.
This position involves recommending Associated Bank products to existing customers and prospects under direct supervision of a Bank or Market Manager. The primary responsibility is to expand and deepen customer relationships by comprehensively identifying their needs and matching them with suitable deposit, lending, digital, and other services offered by the bank.
You will work closely with other business line partners to develop relationships and ensure retention of client assets and growth in relationships. Your role will also involve assisting in growing loans, deposits, and fee income by acting as a resource across the bank, bringing together the right partners, providing convenience to clients, and offering tailored solutions.
The successful candidate will achieve individual/branch team goals and business line referrals in line with Associated Bank's Core Values. This position requires exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests.
A key aspect of this role is operating 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. You will be responsible for submitting required information to meet registry requirements, obtaining a unique identifier, and maintaining registration requirements as directed by the S.A.F.E Act.
The salary for this role is estimated to be between $15.82 - $27.12 per hour, depending on location and experience.
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