Senior Relationship Banker — Personal Banking & Growth

Johnson Financial Group

Racine (WI)

On-site

USD 40,000 - 56,000

Full time

10 days ago
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Benefits offered by this job

Profit sharing bonus
Logo wear allowance
Birthday off (paid)
Tuition reimbursement

Job summary

Johnson Financial Group's Consumer Banking team is seeking a Senior Relationship Banker to manage an existing client portfolio, open deposit and loan products, and proactively develop new business with Target Market clients.

As Wisconsin’s largest family-owned bank, we pride ourselves on unmatched personal service and a culture that values diversity, equity, and inclusion. You will be part of a collaborative team that supports client needs with customized financial solutions.

Qualifications

  • 3+ years financial services experience; minimum 3 year lending experience required.
  • High school diploma or equivalent; tuition reimbursement offered.
  • Excellent client service and communication skills essential with a genuine care and passion for helping people.
  • National Mortgage Licensing System (NMLS) registration will be obtained upon hire.

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.
  • 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.

Skills

Client service
Communication
Cross-selling
Relationship management

Education

High school diploma or equivalent

Job description

Johnson Financial Group's Consumer Banking team is seeking a Senior Relationship Banker to manage an existing client portfolio, open deposit and loan products, and proactively develop new business with Target Market clients.

As Wisconsin’s largest family-owned bank, we pride ourselves on unmatched personal service and a culture that values diversity, equity, and inclusion. You will be part of a collaborative team that supports client needs with customized financial solutions.

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