Relationship Banker — Grow & Protect Family Finances

Johnson Financial Group; Kenosha (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Profit sharing bonus

Birthday off - paid

Logo wear allowance

Tuition reimbursement

Job summary

Johnson Financial Group in Wisconsin is hiring a Relationship Banker to serve as the primary contact for an existing portfolio of clients, offering personalized deposit, loan, and financial solutions. You will deepen relationships through proactive financial planning, cross-selling suitable products, and delivering exceptional client service in a collaborative OneJFG environment.

You'll leverage technology to enhance the client experience, meet individual goals for new loans and deposits, and

Qualifications

• 2-4 years financial services experience; minimum 1 year banking/lending experience required; proven sales track record with referrals; strong referral relationship with business partners; success in exceeding goals. Lending experience preferred.
• 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!

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.

Skills

Client relationship management

Sales

Communication skills

Financial services experience

Education

High school diploma

Job description

Johnson Financial Group in Wisconsin is hiring a Relationship Banker to serve as the primary contact for an existing portfolio of clients, offering personalized deposit, loan, and financial solutions. You will deepen relationships through proactive financial planning, cross-selling suitable products, and delivering exceptional client service in a collaborative OneJFG environment.

You'll leverage technology to enhance the client experience, meet individual goals for new loans and deposits, and