Support the Commercial Real Estate Relationship Managers (RM's) and manage a portfolio of clients with respect to deposit administration. Open accounts, verify and process changes to existing accounts, answer client questions, and resolve related account issues to ensure a high level of customer satisfaction. Play a critical role in delivering an exceptional customer experience during every interaction. Focus on building solid and long-lasting relationships by engaging all customers in a positive manner. Identify cross-sell opportunities and recommend appropriate banking products and services. Understand the end-to-end process for sales, service, and implementation. Exercise good judgment and apply sound decision-making skills. Foster teamwork by creating and maintaining strong morale; cooperate with team members to resolve problems and achieve goals. The candidate must be a self-starter and have the ability to work independently with minimal supervision.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated's anonymous Ethics Hotline.
Associated Bank is committed to working diligently with any colleague who needs an accommodation perform the essential functions of the job. Please contact the Leaves & Accommodations office to request an accommodation.