Universal Banker, Waunakee
Company Name:
Associated Bank-Corp
Title: Universal Banker, Waunakee
Location: Wisconsin-Waunakee
Other Locations:
Under direct supervision of the Bank Manager, the successful colleague will be responsible for selling Associated Bank products to existing customers and prospects. Banker''s are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit products and services. Bankers will also be responsible for making referrals to the appropriate Retail business line for all lending opportunities. The colleague in this position will also provide exceptional customer service through efficient and accurate processing customer transactions.
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.
Responsible for expanding and deepening customer relationships by identifying customersEUR(TM) needs comprehensively and matching their needs with selections and resources within the colleagueEUR(TM)s assigned business line and across all business lines of Associated Bank.
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 customerEUR(TM)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 requirements. Responsible to report any procedure or process that doesnEUR(TM)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 AssociatedEUR(TM)s anonymous Ethics Hotline.
KEY RESULT AREAS
Sales and activity tracking
Cross-Sell
EUR -Acquire new and deepen existing customer relationships by initiating a thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the BankEUR(TM)s sales objectives, processes, tools and campaigns. Refer customers to other members of the branch team or select business partners including Home Equity, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs.
EUR -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 and bonds. Look for opportunities to convert service activities into sales opportunities.
EUR - Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
EUR -Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. 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.
EUR -Support the day to day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed.
EUR -Protect the Bank''s financial interests by complying with internal and external policies, procedures, and regulations.
EUR -Universal Banker may be asked to performance reactive cross-sell activities such as campaign calls, e-refer followup and other related activities.
OTHER DUTIES AND RESPONSIBILITIES
EUR -Proactive aisle prospecting required for in-store bankers.
Qualifications:
Required Education: High School or equivalent combination of education and experience
Preferred Education: Associate''s Degree Business or related field
Required
Experience: Less than 2 years Experience working in a sales and goals based environment,with strong customer service focus.
Preferred
Experience: Less than 2 years Sales and/or financial industry experience
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 - Universal BankerEstimated Salary: $20 to $28 per hour based on qualifications.
Associated Bank-Corp
Title: Universal Banker, Waunakee
Location: Wisconsin-Waunakee
Other Locations:
Under direct supervision of the Bank Manager, the successful colleague will be responsible for selling Associated Bank products to existing customers and prospects. Banker''s are responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit products and services. Bankers will also be responsible for making referrals to the appropriate Retail business line for all lending opportunities. The colleague in this position will also provide exceptional customer service through efficient and accurate processing customer transactions.
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.
Responsible for expanding and deepening customer relationships by identifying customersEUR(TM) needs comprehensively and matching their needs with selections and resources within the colleagueEUR(TM)s assigned business line and across all business lines of Associated Bank.
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 customerEUR(TM)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 requirements. Responsible to report any procedure or process that doesnEUR(TM)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 AssociatedEUR(TM)s anonymous Ethics Hotline.
KEY RESULT AREAS
Sales and activity tracking
Cross-Sell
EUR -Acquire new and deepen existing customer relationships by initiating a thorough, quality conversations in order to identify customer needs and matching those needs with the appropriate Bank product or service. Requires strong understanding and execution of the BankEUR(TM)s sales objectives, processes, tools and campaigns. Refer customers to other members of the branch team or select business partners including Home Equity, Mortgage, AIS and Business Banking, as appropriate to meet the customer needs.
EUR -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 and bonds. Look for opportunities to convert service activities into sales opportunities.
EUR - Answer customer questions and resolve related account issues to ensure customer satisfaction, including phone and in-person. Perform service related activities such as on-boarding calls and appropriate follow-up with customers.
EUR -Open new deposit related accounts, credit cards and savings products and process changes to existing accounts. 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.
EUR -Support the day to day operations activities of the branch as assigned including: cash vault balancing, reporting, tracking and servicing the ATM machines and night drop. Balance cash daily to maintain accurate transactions processed.
EUR -Protect the Bank''s financial interests by complying with internal and external policies, procedures, and regulations.
EUR -Universal Banker may be asked to performance reactive cross-sell activities such as campaign calls, e-refer followup and other related activities.
OTHER DUTIES AND RESPONSIBILITIES
EUR -Proactive aisle prospecting required for in-store bankers.
Qualifications:
Required Education: High School or equivalent combination of education and experience
Preferred Education: Associate''s Degree Business or related field
Required
Experience: Less than 2 years Experience working in a sales and goals based environment,with strong customer service focus.
Preferred
Experience: Less than 2 years Sales and/or financial industry experience
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 - Universal BankerEstimated Salary: $20 to $28 per hour based on qualifications.
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