Customer Financial Specialist
3 weeks ago
About Disability Solutions:
We value diversity and inclusion and are committed to creating a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
Job Description:
This is an exciting opportunity for a skilled Branch Banker to join our team at Associated Bank. In this role, you will build relationships with existing customers and prospects, identify their financial needs, and provide tailored solutions to meet those needs.
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.
- 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.
- Committing to consistently exceeding customer expectations with each client interaction.
- Growing assets under management by developing new business through proactive sales efforts with both existing clients and new customers.
Qualifications:
- High School Diploma.
- 2-4 years Sales and goal-based environment or related.
- 1 year of experience within a Branch Banker role.
- 3-5 years Working in a sales and goals-based environment with strong customer service focus.
Certifications:
- Other Banker Certification within 6 months.
Compensation:
- Competitive salary ranging from $60,000 to $80,000 per year, depending on experience.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Retirement savings including both 401(k) and Pension plans.
- Paid holidays and vacation time.
Estimated Salary: $68,000 - $78,000 per year
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