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Johnson Financial Group

Banking, mortgage lending, wealth management

Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMadison, WI, USANo salary listedIn-person

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • National Mortgage Licensing System registration must be obtained upon hire.
  • Candidates must adhere to the professional dress code, including wearing company logo apparel and a name tag at all times; exceptions for religious or medical needs require Human Resources pre-approval.
  • Strong client service and communication skills are essential, along with genuine care and passion for helping people.

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; assist with balancing vault currency and coin, and balance the ATM.
  • Identify clients’ financial needs and recommend solutions for their unique financial situations.
  • Meet and exceed referral goals to different lines of business.
  • As the role develops, potentially manage a small client portfolio, proactively deepen relationships, and support client retention.

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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