Financial Services Associate

2 weeks ago


Lake Geneva, Wisconsin, United States Associated Banc-Corp Full time


Under the direct guidance of a Banking or Market Supervisor, this role is accountable for suggesting Associated Banc-Corp financial products to both current clients and potential customers.

The position involves recognizing, enhancing, and strengthening customer relationships through detailed profiling, subsequently recommending suitable deposit and lending solutions.

Deliver outstanding customer service by ensuring the efficient and precise handling of transactions and addressing service requests. Uphold the operational integrity of the branch. Candidates must demonstrate proficiency in utilizing all customer interaction channels, including digital platforms. Strive to meet both individual and team objectives.

Colleagues in this position may be required to operate across various branch locations, fostering a culture of adaptability and mobility to fulfill the needs of our branches and clientele.

Key Responsibilities:
- Engage in comprehensive training designed to equip you for success.
- Be encouraged to explore your interests, acquire new skills, and contribute positively each day.
- Deliver exceptional customer service through the efficient and accurate processing of transactions.
- Identify and address customer needs while resolving issues and nurturing relationships within the community.
- Facilitate the opening of new accounts and identify cross-selling opportunities that enhance customer financial health.

- Collaborate with and refer clients to internal departments such as insurance, mortgage, and other essential areas within the bank to address their financial requirements.

- Support the operational integrity of the branch.
- Actively engage in prospecting at our in-store locations.

Qualifications:
- Education: High School diploma or equivalent combination of education and experience is required.

- Experience: 2-4 years of customer-facing sales and/or service experience is required.

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