Banker Resource Center Professional

2 weeks ago


Milwaukee, United States Johnson Financial Group LLC Full time

Overview:

The Banker Resource Center professional plays a critical role in the success of all Consumer, Private and Small Business Bankers by providing them with effective Training for all procedures and on-demand Support. The role is responsible for ensuring that all Procedures for these bank segments are compliant with regulations, easy to retrieve, and user-friendly. BRC professionals need to build strong, collaborative relationships with business leaders to manage comprehensive Program Guides that define roles and responsibilities across JFG and incorporate the necessary Procedures and Training for success.

At JFG, we were founded on a vision of unmatched personal service and commitment to our communities. With strong values, engaged associates, and a culture of development and collaboration, JFG is a place where you can get involved, develop relationships, have fun, and make a difference. As a five-time USA Top Workplace, youll 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.

POSITION SPECIFIC RESPONSIBILITIES

Procedures

  • Design, coordinate, implement Banker Procedures
  • Maintain/Manage Banker Resource Center SharePoint site which is used to retain Banker Support Activity Procedures and Training links
  • Maintain/Manage Banker Support Activity Procedures Advisory Group to provide feedback regarding Procedure updates/revisions; and ability to access on SharePoint to ensure ease of use

Training

  • Maintain/Manage and develop on-line and classroom Training content and distribution to support Banker Support Activity Procedures (includes Procedure Training Library and Role Defined Procedure Training Plans)
  • Maintain/Manage Banker Resource Center Training classroom enrollments (including Procedure Training annual requirements)
  • Maintain/Manage Banker Resource Center Training Certification Programs
  • Maintain/Manage training for new branch locations, provide on-site support during initial opening stage (includes implementation of new systems)

Contact Support

  • Support Banker Contact activities (Calls; e-mails) respond to inquiries

Programs

  • Maintain/manage multi-departmental procedural activity Programs designed to provide role and responsibility clarity across functions (Example: Overdraft Program)

Collaboration

  • Collaborate with Consumer, Private and Business Banking, Commercial and Treasury Management segment managers and cross- functional business partners to: (1) support the execution of corporate strategies; (2) identify and implement potential efficiency opportunities focusing on training and/or Banker Support Activity Procedures; (3) identify role specific training plans including onboarding requirements; (4) obtain feedback on procedure training needs; and, (5) obtain feedback on Banker Resource Center tools (BRC SharePoint site; Procedure Templates; Training Approach; and, Internal Contact Center)
JOB REQUIREMENTS
  • Bachelors Degree preferred or relevant work experience
  • Preferred 3-5 years of Business Banking experience (Minimum 2-5 years of bank management & operations experience highly desired)
  • Possess comprehensive knowledge of bank operating systems; bank products and services
  • Strong technical skills and attention to detail
  • Excellent verbal and written communication skills, including presentation and interpersonal skills
  • Ability to work independently and as part of a team
  • Ability to juggle multiple priorities and meet deadlines without compromising quality

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