Relationship Banker (Entry Level)
About the role
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.
Responsibilities
- Perform cash handling transactions on the teller line.
- Balance cash drawer daily and verify cash provided from/returned to the vault.
- Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balance 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, collaborate with a team of supportive business partners to serve clients’ full financial needs.
- As you grow in your role, manage a small portfolio of clients proactively to deepen relationships and ensure client retention.
- Adhere to professional dress code, including wearing Johnson Financial Group logo apparel and name tags at all times (exceptions for religious or medical needs require pre-approval by Human Resources).
Qualifications
- High school graduate or equivalent required.
- Advanced training/education a plus; tuition reimbursement available for academic advancement.
- National Mortgage Licensing System (NMLS) registration obtained upon hire.
- Excellent client service and communication skills essential, with a genuine care and passion for helping people.
Benefits
- Eligible for company profit sharing bonus.
- Generous logo wear allowance upon hire to start your JFG wardrobe.
- Birthday off — paid — as a birthday present.
- Culture that embraces diversity, equity, and inclusion, where everyone feels valued and heard.