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Customer Engagement Banker

2 months ago

Kohler, Wisconsin, United States Johnson Financial Group Full time
Welcome to Johnson Financial Group (JFG)

JFG is excited to announce an opening for a Client Relationship Specialist within our Consumer Banking division. This role serves as an excellent introduction to branch banking, equipping you with essential banking knowledge and skills. Our extensive training and development program is designed to foster your professional advancement and success. By cultivating meaningful connections with our clients, you will significantly contribute to a rewarding career at JFG.

About Johnson Financial Group:

As the largest family-owned financial institution in Wisconsin, JFG is celebrated for its exceptional personal service, placing the client experience at the forefront of every interaction. In the role of Client Relationship Specialist, you will embody the bank's values, nurturing client connections and providing customized financial solutions. Your efforts will positively influence clients by safeguarding their most cherished asset - their family.

Key Responsibilities:
  • Execute cash handling transactions at the teller line
  • Ensure daily cash drawer accuracy and validate cash transactions
  • Assist with branch and vault operations, including ATM balancing
  • Assess client financial requirements and deliver appropriate solutions
  • Surpass referral objectives and collaborate with colleagues to meet clients' financial needs
  • Oversee a client portfolio to enhance relationships and promote client loyalty
Qualifications and Benefits:
  • High school diploma or equivalent is required, with opportunities for further training
  • National Mortgage Licensing System (NMLS) registration is required upon hire
  • Strong client service and communication abilities
  • Eligibility for company profit-sharing bonuses
  • Generous logo wear allowance and a paid day off for birthdays
Join Us:

Discover our inclusive culture at JFG, where diversity is celebrated, and every team member is appreciated and motivated. For further insights into JFG's culture and diversity initiatives, please visit our Career Website.