Relationship Banker (I, II, and Senior)

Milwaukee Succeeds; Kenosha (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Profit-sharing bonus

Tuition reimbursement

Birthday off

Logo-wear allowance

Job summary

Milwaukee Succeeds seeks to hire a Relationship Banker to provide personalized financial services in Kenosha, Wisconsin. The ideal candidate will have 2–4 years of experience in financial services and a proven sales track record. Responsibilities include advising clients on financial services and deepening customer relationships.

This role supports a welcoming, diverse culture and offers benefits such as a profit-sharing bonus, tuition reimbursement, and time off for your birthday.

Qualifications

• 2–4 years of financial services experience, with at least 1 year in banking or lending.
• Proven sales track record with referrals.
• National Mortgage Licensing System (NMLS) registration must be obtained upon hire.

Responsibilities

• Advise clients on deposits and loans.
• Act as the primary contact for assigned clients.
• Identify and refer clients to business partners.

Skills

Client service

Sales skills

Communication skills

Banking knowledge

Education

High school diploma or equivalent

Advanced training or education

Job description

Overview

Johnson Financial Group (JFG) is Wisconsin's largest family‑owned, privately held financial institution and we are looking for a Relationship Banker to join our Consumer Banking team. As the face of the bank, you will provide highly personalized service, manage an existing portfolio of clients, and promote deposit and loan products while developing new and existing relationships.

We offer a welcoming culture that embraces diversity, equity, and inclusion, and supports associates who want to give their best in the communities where they work and live.

Key Responsibilities

• Advise consumer and small business clients on deposits, loans and related financial services.
• Act as the primary point of contact for an assigned portfolio, work proactively to deepen relationships and retain clients, and acquire new ones.
• Identify and refer clients and prospects to appropriate business partners to expand relationships in other lines of business.
• Use technology to enhance the client experience and monitor performance through reports.
• Maintain knowledge of competitor products and pricing, and use comparison techniques with clients.
• Follow all operational procedures, security and safety policies.
• Cover the teller line and perform cash handling duties as needed.
• Adhere to the professional dress code, including wearing JFG logo apparel and name tags.

Qualifications and Benefits

• 2–4 years of financial services experience, with at least 1 year in banking or lending; proven sales track record with referrals.
• High school graduate or equivalent; advanced training or education is a plus and tuition reimbursement is available.
• National Mortgage Licensing System (NMLS) registration will be obtained upon hire.
• Excellent client‑service and communication skills; genuine care for helping people.
• Eligible for company profit‑sharing bonus.
• Upon hire, receive a generous logo‑wear allowance to begin your JFG wardrobe.
• Enjoy your birthday off – paid.

Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.