Relationship Banker
Johnson Financial Group - Kenosha, WI

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The Relationship Banker is responsible for expanding existing client relationships and developing new relationships by advising clients in their selection of financial service products and services.

KEY RESPONSIBILITIES

Proactively advises consumer and business clients in their selection of various accounts, loans and other products and financial services utilizing the Johnson Bank Relationship Review and other tools.

Proactively manages a self-developed pipeline of clients and prospects to uncover current and future needs.

Originate and close consumer loan products including credit cards.

Contributes to achievement of revenue goals, while maintaining pricing discipline.

Asks open-ended questions to uncover additional opportunities.

Responds to customer inquiries and concerns and provides positive solutions.

Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available.

Adheres to established operational procedures and controls for security and safety policies.

Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.

Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.

Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.

Required Skills

Minimum 2 years successful sales experience in a goal-oriented environment.

Proven ability to meet or exceed goals.

National Mortgage Licensing System (NMLS) registration required (preferred upon employment).

Exhibits the following:
Excellent oral and written communication skills.

Solid problem solving and decision making ability.

Skilled at ‘learning on the fly‘-is a versatile and relentless learner.

Ensures work is processed accurately and efficiently the first time, preventing rework.

Ensures work is processed accurately and efficiently the first time, preventing rework.

High School diploma required; advanced training/education preferred.

Required Experience

Johnson Financial group - 18 months ago - save job - block
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We also offer our personal and commercial customers: Automated banking services Personalized, complementary financial planning