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Johnson Financial Group

Banking, mortgage lending, wealth management

Senior Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeRacine, WI, USAIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 3 years of financial services experience, including a minimum of 3 years of banking or lending experience, is required.
  • Strong lending experience and a proven sales record with sales and referrals are required.
  • Ability to build strong relationships with business partners and meet referral expectations is required.
  • Ability to refer clients across business lines, including insurance, treasury management, mortgage, and commercial services, is required.
  • Advanced knowledge of core products, loans, and investments is required.
  • Ability to handle the most complex interactions and approvals at the highest authority levels is required.
  • National Mortgage Licensing System registration will be obtained upon hire.
  • Client service and communication skills are essential.

Responsibilities

  • Perform cash-handling transactions on the teller line.
  • Balance the cash drawer daily and verify cash provided from and returned to the vault.
  • Assist with opening and closing the branch and vault daily, balancing vault currency and coin, and balancing the ATM.
  • Identify clients’ financial needs and recommend solutions for their individual financial situations.
  • Meet and exceed referral goals with partners across other lines of business.
  • As the role develops, manage a small client portfolio proactively to deepen relationships and support client retention.
  • Coach and mentor other associates and provide backup to the manager as needed.
  • Adhere to the professional dress code, including wearing company logo apparel and a name tag; exceptions for religious or medical needs require advance Human Resources approval.

Desired Qualifications

  • Advanced training or education is a plus.

About the Company

Johnson Financial Group

Banking, mortgage lending, wealth management

Johnson Financial Group provides personal, business, and commercial banking, mortgage lending, and wealth management services in Wisconsin through Johnson Bank and Johnson Wealth Inc. Customers open bank accounts, obtain loans or mortgages, and access everyday banking, while wealth clients work with advisors to create and manage investment plans using advisory services. Investment products are offered through registered advisers and are not FDIC insured or guaranteed; they come with standard risk disclosures. The group stands out as Wisconsin’s largest privately held, family-owned bank with a broad local footprint and integrated services across multiple communities, emphasizing local ownership. Its goal is to help individuals, families, and businesses meet their financial needs by delivering a complete, locally focused financial services platform for banking, lending, and wealth management.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1987

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