Relationship Banker (Senior)

Johnson Financial Group•Kohler, WI

About The Position

Johnson Financial Group (JFG) is hiring a Senior Relationship Banker for its Consumer Banking team. The role provides highly personalized service as the face of the bank, manages an existing client portfolio, opens deposit and loan products on demand, and develops business proactively with Target Market clients. The banker helps clients identify financial solutions tailored to their needs and works to deepen relationships and support client retention and acquisition. The role also involves collaborating with branch teammates and business partners to serve clients’ broader financial needs, using technology to enhance the client experience, and meeting individual goals for loans, deposits, and referrals. At times, the banker may cover the teller line and handle cash. The position requires compliance with operational, security, and safety procedures and the company’s professional dress code, including Johnson Financial Group logo apparel and a name tag.

Requirements

At least 3 years of financial services experience.
High school graduation or equivalent.
Excellent client service and communication skills.
Genuine care and passion for helping people.
Obtain National Mortgage Licensing System (NMLS) registration upon hire.
Adhere to the professional dress code; exceptions for religious or medical needs require advance approval from Human Resources.

Nice To Haves

Lending experience is highly desired.
Advanced training or education is a plus.

Responsibilities

Advise consumer and small business clients on deposit accounts, loans, products, and financial services.
Serve as the primary contact for an assigned client portfolio, proactively deepen relationships, support client retention, and acquire new clients.
Recommend appropriate financial solutions tailored to each client’s situation.
Use new technology to enhance the client experience.
Meet and exceed individual goals for new loans, deposit accounts, and referrals; monitor and report progress using available reports.
Refer clients and prospects to appropriate business partners to expand relationships across other lines of business.
Partner with the branch team to stay familiar with competitor products, services, and pricing, and use techniques to compare and contrast them with JFG offerings.
Follow established operational procedures and security and safety controls.
Cover the teller line and perform cash-handling duties when asked.
Follow the professional dress code, including wearing JFG logo apparel and a name tag.