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Relationship Banker
Relationship Banker-March 2024
Milwaukee
Mar 28, 2026
About Relationship Banker

  JOB REQUIREMENTS: Job Description Overview Johnson Financial Group (JFG)has an exciting opportunity to join our Consumer Banking team as aRelationship Banker! As Wisconsin\'s largest family-owned, privatelyheld financial institution, Johnson Financial Group is known for itsunmatched personal service by making the client experience front andcenter of every interaction. As the face of the bank, the SeniorRelationship Banker\'s primary goal is providing a highly personalizedlevel of service, empowering you to handle any presented need, and fromthere, deepen relationships with individually customized solutions. Youwill manage an existing portfolio of clients and are responsible foropening deposit and loan products on demand as well as proactivebusiness development focused on Target Market clients for their corebanking needs. You make a real impact on every client you serve byhelping them financially protect their most important asset - theirfamily. At JFG you\'ll experience a welcoming culture unlike any otherthat inspires, challenges, and empowers associates to give their best inthe communities where they work and live. Our culture embracesdiversity, equity, & inclusion, one where everyone feels valued andinspired. You\'re welcome here. Key Responsibilities: Advises consumerand small business clients in their selection of deposit accounts, loansand other products and financial services. Act as primary point ofcontact for assigned portfolio of clients and work proactively to deepenrelationships and ensure client retention; proactively work to acquirenew clients. Expand new and existing relationships by advising andrecommending appropriate financial solutions to each client\'s uniquesituation. Utilize and embrace new technology to enhance the clientexperience Meet and exceed individual goals for new loans, depositaccounts and referrals; utilize various reports to monitor and report onprogress. Identify and successfully refer clients and prospects toappropriate business partners resulting in expanded relationships inother lines of business. As OneJFG, you are part of a team of supportivebusiness partners that collaborate to serve our clients\' full financialneeds. Partner with your branch team to remain familiar with competitorproducts, services and pricing; understands and uses techniques withclients to compare and contrast JFG products and services. Adheres toestablished operational procedures and controls for security and safetypolicies. In addition to client relationship management, you may beasked, at times, to cover the teller line and perform cash handlingduties. Qualifications and Benefits: 3+ years financial servicesexperience; lending experience highly desired High school graduate orequivalent required. Advanced training/education a plus; we alsooffer... For full info follow application link. Equal OpportunityEmployer of Minorities, Females, Protected Veterans, and Individualswith Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/6B3C2D30B68C406F

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