Client-Centric Relationship Banker

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

Benefits offered by this job

Logo wear allowance

Birthday off (paid)

Profit sharing bonus

Job summary

Johnson Financial Group in Wisconsin seeks a Relationship Banker to manage an existing client portfolio and proactively deepen relationships with personalized financial solutions.

As the face of JFG, you will open deposits and assist with loans while coordinating with partners to meet clients' needs and uphold service standards. This role supports a dynamic, inclusive culture with growth opportunities.

Qualifications

• 3+ years financial services experience; lending experience highly desired
• Excellent client service and communication skills essential with a genuine care for helping people

Responsibilities

• Advises consumer and small business clients in their selection of deposits, 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.
• 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.
• 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.

Skills

Client service

Communication

Education

High School Diploma

Job description

Johnson Financial Group in Wisconsin seeks a Relationship Banker to manage an existing client portfolio and proactively deepen relationships with personalized financial solutions.

As the face of JFG, you will open deposits and assist with loans while coordinating with partners to meet clients' needs and uphold service standards. This role supports a dynamic, inclusive culture with growth opportunities.