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Relationship Banking Associate Jobs in Wisconsin

Bank of America

$25 - $26.77/hr

Is confident in educating clients on how to conduct simple banking transactions through self ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

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Relationship Banking Associate information

What is a relationship banking associate?

A Relationship Banking Associate is a banking professional who works directly with clients to manage their financial needs, build long-term customer relationships, and provide personalized banking solutions. They assist customers with opening accounts, processing transactions, and offering advice on products like loans, credit cards, and investment options. Relationship Banking Associates play a crucial role in providing excellent customer service, identifying sales opportunities, and ensuring customer satisfaction. Their goal is to help clients achieve their financial objectives while supporting the bank's growth and retention strategies.

What are the key skills and qualifications needed to thrive as a relationship banking associate?

To thrive as a Relationship Banking Associate, you need strong customer service abilities, sales acumen, and a solid understanding of banking products, typically supported by a high school diploma or associate degree. Familiarity with core banking systems, CRM software, and digital banking platforms is essential. Excellent communication, problem-solving, and interpersonal skills help build trust and lasting relationships with clients. These competencies are vital for providing personalized service, meeting sales goals, and enhancing customer satisfaction within a competitive financial environment.

What are some common challenges relationship banking associates face when managing client portfolios?

Relationship Banking Associates often encounter the challenge of balancing personalized service with managing a large volume of client accounts. Staying updated on a diverse range of financial products and regulations is key, as clients expect informed guidance tailored to their specific needs. Additionally, associates must navigate fluctuating client demands and economic changes, while collaborating closely with internal teams such as lending officers and financial advisors to deliver comprehensive solutions. Strong communication and organizational skills are essential to address these challenges effectively and build lasting client relationships.

What is the difference between Relationship Banking Associate vs Personal Banker?

AspectRelationship Banking AssociatePersonal Banker
CredentialsTypically requires a high school diploma or equivalent; some roles prefer relevant financial certificationsSimilar credential requirements; often requires FINRA licenses for certain services
Work EnvironmentBank branches, customer service areas, team-oriented settingsBank branches, customer-facing roles, sales-driven environment
Employer & Industry UsageUsed by retail banks, credit unions, financial institutionsCommonly used by retail banks, credit unions, financial institutions
Comparison FocusFocuses on building long-term client relationships and cross-sellingFocuses on providing banking services and account management

The main difference between a Relationship Banking Associate and a Personal Banker lies in their focus. Relationship Banking Associates emphasize building long-term client relationships and cross-selling financial products, while Personal Bankers primarily handle day-to-day banking transactions and account services. Both roles require similar credentials and work in comparable environments within retail banking institutions.

Do relationship banking associates make good money?

Relationship banking associates typically earn a base salary that ranges from $35,000 to $60,000 annually, with potential for bonuses and commissions based on performance. Compensation can vary depending on experience, location, and the financial institution, and the role often requires strong customer service and sales skills.

Is a relationship banking associate an entry-level position?

A relationship banking associate is often considered an entry-level role in banking, typically requiring a high school diploma or bachelor's degree and providing on-the-job training. The position involves customer service, basic financial knowledge, and relationship-building skills, making it suitable for those starting their banking careers.

What are popular job titles related to Relationship Banking Associate jobs in Wisconsin?

For Relationship Banking Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Relationship Banking Associate jobs in Wisconsin look for?

The top searched job categories for Relationship Banking Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Relationship Banking Associate jobs?

Cities in Wisconsin with the most Relationship Banking Associate job openings:

Relationship Banking Associate jobs near you

Relationship Banker (Senior)

Johnson Financial Group

Kenosha, WI • On-site

$18 - $23.50/hr

Full-time

Re-posted 14 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker!
As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As the face of the bank, the Senior Relationship Banker's primary goal is providing a highly personalized level of service, empowering you to handle any presented need, and from there, deepen relationships with individually customized solutions. You will manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Target Market clients for their core banking needs. You make a real impact on every client you serve by helping them financially protect their most important asset - their family.
At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You're welcome here.
Key Responsibilities:
  • Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services.
  • Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client's unique situation.
  • Utilize and embrace new technology to enhance the client experience.
  • Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress.
  • Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs.
  • Partner with your branch team to remain familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services.
  • Adheres to established operational procedures and controls for security and safety policies.
  • In addition to client relationship management, you may be asked, at times, to cover the teller line and perform cash handling duties.
  • Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources.

Qualifications and Benefits:
  • 3 + years financial services experience; minimum 3 year banking/lending experience required; strong lending experience required; proven sales track record with sales and referrals; ability to build strong relationships with business partners to meet referral expectations; regularly refer across all business lines (insurance, treasury management, mortgage, commercial, etc); possesses and utilizes the most advanced knowledge of all core products, loans, and investments; has highest authority levels and approvals; ability to process the most complex interactions; coaches/mentors other associates; may provide back up to manager.
  • High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically!
  • National Mortgage Licensing System (NMLS) registration will be obtained upon hire
  • Excellent client service and communication skills essential with a genuine care and passion for helping people
  • Eligible for our company profit sharing bonus
  • Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started
  • As a birthday present, enjoy your birthday off - paid!

#way
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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