Job Description
Overview Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals. JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success. Get started with JFG by building meaningful relationships with clients...this role really is the first step towards a great career at JFG!
As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As part of the Consumer Banking team, that starts with you. Being the face of the bank as a Relationship Banker, you will deepen client relationships by providing solutions to their unique financial situations. You'll be part of a team with a strong commitment to the community. You make a real impact on every client you serve by helping them financially protect their most important asset - their family.
At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired.
Key Responsibilities: - Perform cash handling transactions on the teller line.
- Balance cash drawer daily and verifies cash provided from/returned to the vault.
- Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM.
- Uncover important financial client needs and make recommendations to provide solutions to their unique financial situations.
- Meet and exceed referral goals to different line of business partners. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs.
- As you grow in your role, you may have a small portfolio of clients that you'll work proactively to deepen relationships and ensure client retention
- 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.
Qualifications and Benefits: - High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically!
- 3 + years financial services experience; minimum 3 year banking/lending experience required; strong lending experience required; proven sales track record with sales and referrals; ability to build strong relationships with business partners to meet referral expectations; regularly refer across all business lines (insurance, treasury management, mortgage, commercial, etc); possesses and utilizes the most advanced knowledge of all core products, loans, and investments; has highest authority levels and approvals; ability to process the most complex interactions; coaches/mentors other associates; may provide back up to manager.
- 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!
Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the
Diversity section of our career website.
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