Senior Banker - Oconomowoc
Company Name:
Associated Bank
Title: Senior Banker - Oconomowoc Location: Wisconsin-Oconomowoc
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (Associated) provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
JOB SUMMARY
Under direct supervision of the Bank Manager, the Senior Banker is responsible for the development of new households and small businesses for the purpose of selling Associated Bank products and services. Responsible for expanding and deepening existing customer relationships through referrals to other Retail business lines to include Business Banking, Mortgage, Associated Investment Services and Retail Payments. The Senior Personal Banker will also provide referrals to other Associated Bank business lines as opportunities exist.
Strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. Support the operational integrity of the branch.
Achieve individual and branch team goals.
Customer Service, Cross Sell and Safe Act Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer's best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
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.
Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated's anonymous Ethics Hotline.
KEY RESULT AREAS
New business development
Cross-Sell
Customer Retention
Deposit growth
Loan growth
Community Involvement
Fee Income Growth
Sales
Results Driven
JOB ACCOUNTABILITIES
Enter Responsibilities/
Essential Functions:
o Prospect new relationships through proactive calling efforts, while retaining and deepening existing relationships. Initiate Bank at Work and Business Banking opportunities through the development of new prospects, centers of influence and excellent service of existing client relationships. Actively call on businesses and centers of influence.
o Ensures positive public perception by extending a warm welcome to existing or potential customers, identifying their needs, presenting solutions through product benefits, overcoming resistance, completing the sale, and nurturing relationships, personally committing to consistently exceed customer expectations, every time, everywhere.
o Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Sell bank products to new and existing customers, using the established company sales process while maintaining sales and procedural proficiency in all services offered at the bank. Participates in joint calls to further develop relationships.
o Opens deposit and loan accounts, verifies and processes changes to existing accounts, answers customer questions and resolves related account problems. Prepares documents and paperwork, assists customers with signing necessary documents, receives initial deposits and/or transfers funds from existing accounts or prepares sight draft to obtain funds. 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.
o Provides financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends through bank approved sources, while providing an enhanced client experience.
o Assists the Bank Manager in developing and implementing plans for achieving branch sales, fee income and service goals.
o Provides guidance to other Consumer Banking sales colleagues to help develop proactive sales activites and act as a subject matter expert to help mentor and guide bankers to provide excellent customer service and identify sales opportunities.
o Participates in community and business functions/group to ensure a positive image for the bank within their market place.
OTHER DUTIES AND RESPONSIBILITIES
Senior Bankers will be required to spend 50% of their time actively pursuing opportunities outside the branch.
Qualifications:
Required Education: High School or equivalent combination of education and experience
Preferred Education: Associate's Degree Business or related field
Preferred Education: Bachelor's Degree Business or related field
Required
Experience: 2-4 years Business to business sales and/or financial industry experience including deposit and consumer lending. Lending authority for consumer retail. Has knowledge of small business loans and deposits.
Preferred
Experience: 4-7 years Experience within a financial organization to gain the necessary experience and background to deal effectively wtih customer relations matters.
Required
Experience:
Special Skill Requirements:
Verbal Communication
Customer Relations
Mathematical
Operate Office Equipment
Organizational
Written Communication
Other Duties and Responsibilities
Performs other duties as assigned.
Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, fax machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Maintain credit exception approval percentages within corporate approved guidelines
Community Banking - Branch Banker Senior Banker - Oconomowoc Wisconsin-Oconomowoc 1411849 Estimated Salary: $20 to $28 per hour based on qualifications.
Associated Bank
Title: Senior Banker - Oconomowoc Location: Wisconsin-Oconomowoc
The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates (Associated) provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve.
JOB SUMMARY
Under direct supervision of the Bank Manager, the Senior Banker is responsible for the development of new households and small businesses for the purpose of selling Associated Bank products and services. Responsible for expanding and deepening existing customer relationships through referrals to other Retail business lines to include Business Banking, Mortgage, Associated Investment Services and Retail Payments. The Senior Personal Banker will also provide referrals to other Associated Bank business lines as opportunities exist.
Strive to deliver a satisfying customer experience by fulfilling service requests and providing efficient and accurate transaction processing. Support the operational integrity of the branch.
Achieve individual and branch team goals.
Customer Service, Cross Sell and Safe Act Responsible for selling Associated Bank products to existing customers and prospects. Responsible for expanding and deepening customer relationships by identifying and matching customer needs throughout Trust, Business Banking, Private Banking and Retail Departments.
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer's best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.
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.
Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated's anonymous Ethics Hotline.
KEY RESULT AREAS
New business development
Cross-Sell
Customer Retention
Deposit growth
Loan growth
Community Involvement
Fee Income Growth
Sales
Results Driven
JOB ACCOUNTABILITIES
Enter Responsibilities/
Essential Functions:
o Prospect new relationships through proactive calling efforts, while retaining and deepening existing relationships. Initiate Bank at Work and Business Banking opportunities through the development of new prospects, centers of influence and excellent service of existing client relationships. Actively call on businesses and centers of influence.
o Ensures positive public perception by extending a warm welcome to existing or potential customers, identifying their needs, presenting solutions through product benefits, overcoming resistance, completing the sale, and nurturing relationships, personally committing to consistently exceed customer expectations, every time, everywhere.
o Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Sell bank products to new and existing customers, using the established company sales process while maintaining sales and procedural proficiency in all services offered at the bank. Participates in joint calls to further develop relationships.
o Opens deposit and loan accounts, verifies and processes changes to existing accounts, answers customer questions and resolves related account problems. Prepares documents and paperwork, assists customers with signing necessary documents, receives initial deposits and/or transfers funds from existing accounts or prepares sight draft to obtain funds. 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.
o Provides financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends through bank approved sources, while providing an enhanced client experience.
o Assists the Bank Manager in developing and implementing plans for achieving branch sales, fee income and service goals.
o Provides guidance to other Consumer Banking sales colleagues to help develop proactive sales activites and act as a subject matter expert to help mentor and guide bankers to provide excellent customer service and identify sales opportunities.
o Participates in community and business functions/group to ensure a positive image for the bank within their market place.
OTHER DUTIES AND RESPONSIBILITIES
Senior Bankers will be required to spend 50% of their time actively pursuing opportunities outside the branch.
Qualifications:
Required Education: High School or equivalent combination of education and experience
Preferred Education: Associate's Degree Business or related field
Preferred Education: Bachelor's Degree Business or related field
Required
Experience: 2-4 years Business to business sales and/or financial industry experience including deposit and consumer lending. Lending authority for consumer retail. Has knowledge of small business loans and deposits.
Preferred
Experience: 4-7 years Experience within a financial organization to gain the necessary experience and background to deal effectively wtih customer relations matters.
Required
Experience:
Special Skill Requirements:
Verbal Communication
Customer Relations
Mathematical
Operate Office Equipment
Organizational
Written Communication
Other Duties and Responsibilities
Performs other duties as assigned.
Job Requirements
Adherence to Company policy and procedures is required.
Perform duties in accordance with the Vision & Values of Associated Banc-Corp.
Regular attendance is required.
Basic math and reading skills, and attention to detail.
Use of basic office equipment (e.g., photocopier, voice mail, fax machine, calculator, multiple line telephones, typewriter, computers etc.).
Represent the organization in a professional and positive manner.
Maintain credit exception approval percentages within corporate approved guidelines
Community Banking - Branch Banker Senior Banker - Oconomowoc Wisconsin-Oconomowoc 1411849 Estimated Salary: $20 to $28 per hour based on qualifications.
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