Banking Client Experience & Cross-Sell Specialist

Johnson Financial Group; Racine (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Johnson Bank is seeking a customer-focused professional to serve as the primary contact for customers across electronic channels. You will support consumer, private, and business banking services, assist with deposits and loans, and guide customers through digital tools and transfers.

The role emphasizes proactive needs assessment, advisory referrals, and participation in industry learning to stay current with product and regulatory updates. Strong teamwork and communication are essential.

Qualifications

• Two to four years of customer facing experience preferred.
• Minimum two–three years banking experience preferred.
• Strong verbal and written communication skills.

Responsibilities

• Provides exceptional customer service through various electronic methods.
• Assists Consumer, Private, and Business Banking customers with deposit and loan inquiries and digital services.
• Acts as an advisor to account owners to understand needs and recommend referrals.
• Cross-sell and build internal relationships to drive referrals and opportunities.

Skills

Customer service

Cross-selling

Communication

Microsoft Office

Tools

Microsoft Office

Job description

Johnson Bank is seeking a customer-focused professional to serve as the primary contact for customers across electronic channels. You will support consumer, private, and business banking services, assist with deposits and loans, and guide customers through digital tools and transfers.

The role emphasizes proactive needs assessment, advisory referrals, and participation in industry learning to stay current with product and regulatory updates. Strong teamwork and communication are essential.