Banking Relationship Consultant

1 week 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 essential entry point into the world of branch banking, equipping you with a robust understanding of banking principles. Our extensive training and development program is designed to provide numerous opportunities for career advancement and achievement. By fostering meaningful connections with our clients, you will be instrumental in crafting 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. As a member of the Consumer Banking team, you will be the face of the bank as a Banking Relationship Consultant, cultivating client relationships and delivering customized financial solutions. Your contributions will significantly impact clients by safeguarding their most treasured asset - their family.

Key Responsibilities:
  • Execute cash handling transactions on the teller line
  • Ensure daily cash drawer accuracy and validate cash transactions
  • Assist with the opening and closing of the branch and vault, as well as balance the ATM
  • Assess client financial requirements and offer appropriate solutions
  • Surpass referral targets and collaborate with colleagues to address clients' financial needs
  • Oversee a portfolio of clients to enhance relationships and promote client retention
Qualifications and Benefits:
  • High school diploma or equivalent is required, with opportunities for further training
  • National Mortgage Licensing System (NMLS) registration required upon hire
  • Outstanding client service and communication abilities
  • Eligibility for company profit-sharing bonuses
  • Generous logo wear allowance and paid time off for birthdays
Join Us:

Discover our inclusive culture at JFG, where diversity is celebrated, and every associate is appreciated and motivated. For more information on JFG's culture and diversity initiatives, please visit our Career Website.



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