Relationship Banker
Johnson Bank 15 reviews - Racine, 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. Will be viewed as a trusted advisor with clients and follow sound, ethical banking practices and adhere to regulations and procedures. This position provides leadership, training and support to less experienced branch staff.


  • 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.
  • Acts as primary point of contact for customers.
  • Ensures client satisfaction is met or exceeded at pre-planned regular intervals – on-boarding, periodic e-mails or calls, life-cycle events, etc.
  • 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.
  • Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
  • Meets or exceeds client retention goals.
    • 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.
    High School diploma required; advanced training/education preferred.

    About this company
    15 reviews
    Johnson Financial Group is the holding company for Johnson Bank, which has more than 50 offices in Wisconsin and Arizona. Serving consumers...