Relationship Banker (Senior)

About the role

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. This role is a great entry point into branch banking, providing a strong foundation of banking fundamentals. JFG offers extensive training and development programs to support your professional growth and success. As Wisconsin’s largest family-owned, privately held financial institution, JFG is known for its unmatched personal service, making the client experience the center of every interaction. You’ll deepen client relationships by providing tailored financial solutions and become part of a team committed to community impact.

At JFG, you’ll experience a welcoming culture that embraces diversity, equity, and inclusion, where everyone feels valued and inspired. Candidates must adhere to our professional dress code, including wearing Johnson Financial Group logo apparel, with name tags worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources.

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; balance 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.
• Collaborate with supportive business partners to serve clients’ full financial needs as part of the OneJFG team.
• Proactively deepen relationships and ensure client retention for a small portfolio of clients as you grow in the role.

Requirements

• High school graduate or equivalent required; advanced training/education a plus.
• 3+ years of financial services experience; minimum 3 years of banking/lending experience required.
• Strong lending experience and a 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.).
• Possess and utilize advanced knowledge of all core products, loans, and investments.
• Highest authority levels and approvals; ability to process the most complex interactions.
• Coach/mentor other associates; may provide backup to manager.
• National Mortgage Licensing System (NMLS) registration will be obtained upon hire.
• Excellent client service and communication skills with a genuine passion for helping people.

Benefits

• Eligible for company profit-sharing bonus.
• Generous logo wear allowance to start your JFG wardrobe.
• Paid birthday off as a birthday present.
• Tuition reimbursement for advancing your education.