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  • Milwaukee, WI 53201

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Virtual Sales Consultant-Contact Center, Milwaukee

Associated Bank • Milwaukee, WI

Posted 2 months ago

Job Snapshot

Travel - None
Banking - Financial Services

Job Description

Equal Opportunity Employer
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: or call: (800) 878-3282.

The Virtual  Sales Consultant is accountable for driving new customer acquisition, fostering deeper relationships with existing customers and supporting the digital channel customer experience. These individuals will be part of a dynamic, results-driven, collegial sales team that will connect directly with customers via phone, chat and other virtual channels. Through collaboration with multiple lines of business, Virtual Sales Consultant will perform targeted customer outreach and/or leverage inbound customer sales requests to achieve individual and team sales and revenue goals via a consistent sales processes. 

Virtual Sales Consultants will specialize, as necessary, within specific product categories.

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.

Deposit growth
Relationship Banking
Risk Management
Residential Lending
Business Banking
Sales Inbound/Outbound - Revenue Focus


• Convert sales opportunities received through inbound customer requests and/or perform targeted outbound calling to new and existing customers to achieve desired sales outcomes.

• Responsible for the sales fulfillment through internal partners and systems to deliver the product/service to the customer. Requires understanding of sales, products, benefits, account ownership, forms, and procedures.

• Leverage the defined sales and customer processes and activities, in alignment to Associated's Brand and Customer Experience Standards

• Provide 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.

• Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.

Job Requirements

High School or equivalent combination of education and experience Required

Associate's Degree Business or related field Preferred

Bachelor's Degree Business or related field Preferred

Experience Level Experience Details Required/Preferred

Less than 2 years Experience in a goals based environment Preferred

Less than 2 years Experience within a call center sales environment Preferred

Less than 2 years Experience within a financial organization Preferred

Customer Relations Intermediate
Verbal Communication Intermediate 
Ambition Intermediate 
Results Driven Intermediate
Outcome Based Intermediate 
Professionalism Intermediate

The above statements are intended to describe the general nature and level of work being performed, and job responsibilities may change at any time due to business needs. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position. Please discuss requests for reasonable accommodations with the hiring manager.

Other Duties and Responsibilities
Performs other duties as assigned.

Job Requirements
Ability to interpret policies & procedures in accordance with standard banking practices;
Analyze, interpret and communicate complex issues and recommendations;
Adhere to Company policy and procedures;
Perform duties in accordance with the Vision & Values of Associated Banc-Corp;
Regular attendance;
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 both internally and externally. 

Job ID: 1910399
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