Full-Time
Business Banking Relationship Manager
Johnson Financial Group
1,001-5,000 employees
Banking, mortgage lending, wealth management
No salary listed
Janesville, WI, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- RM I requires 3 or more years of banking experience and understanding of basic business financial statements.
- RM I requires developing effective prospecting skills, client servicing, and follow-through; one year of sales experience is preferred.
- RM II requires 5 to 8 years of business banking experience, proven credit skills, a successful sales track record, solid prospecting skills, client servicing, and follow-through.
- RM III requires 8 or more years of business banking experience, strong credit skills, and the ability to process and manage more complex business loans.
- RM III requires a proven sales track record, strong prospecting and client servicing abilities, follow-through, and comfort initiating market contacts and developing relationships at all levels.
- RM III requires the ability to navigate sensitive and complex communications with others.
- Market JFG as the primary provider of financial products and services, prospect to identify and analyze client needs, recommend structured solutions, and serve as a cross-sale point of contact for treasury management, wealth management, equipment finance, and insurance products and services.
- Develop and maintain quality client and Center of Influence relationships by meeting with business owners and senior executives to determine appropriate banking and lending solutions.
- Analyze client financial statements to determine credit capacity, leverage, and cash flow sufficient to repay debt obligations; negotiate and review loan documentation.
- Complete banking and credit renewals, annual client reviews, and financial statement collection and review; maintain a high-quality deposit and loan portfolio and deepen relationships across business lines.
- Execute the sales process, including prospecting, planning, and gaining new business.
- Use knowledge of JFG products and services to cross-sell products and meet or exceed sales, cross-sales, and referral goals.
- Conduct calls and joint calls with target segments, prospects, and centers of influence to lead new business development and client acquisition.
- Expand new and existing relationships by advising and recommending appropriate solutions.
- Develop and maintain working relationships with business partners across Banking, Wealth, and Insurance.
- Meet or exceed client retention goals and perform proactive customer needs assessments.
- Deliver persuasive sales presentations and tailor the delivery and materials to the audience.
- Apply sound judgment, innovation, and creativity in managing client relationships.
- Participate actively in a community or industry organization.
- Manage, coach, and mentor less experienced relationship managers.
- A bachelor's degree is preferred for RM I and RM II.
- A proven book of business and networking contacts are highly desirable for RM III.
Johnson Financial Group provides personal, business, and commercial banking, mortgage lending, and wealth management in Wisconsin through Johnson Bank and Johnson Wealth Inc. Customers use Johnson Bank for everyday banking, loans, and mortgages; Johnson Wealth Inc. offers investment advisory and wealth management. Investment products are not FDIC insured and may lose value; advisors are registered with the SEC. The group is Wisconsin’s largest privately held, family-owned bank with a local footprint across Racine, Milwaukee, Madison, Hayward, Spooner and surrounding communities, aiming to meet financial needs with a locally focused, integrated financial services platform.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Milwaukee, Wisconsin
Founded
1987
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Simplify's Take
What believers are saying
- April 2026 brought Robert Nielsen as Johnson Bank Wisconsin president, sharpening commercial execution.
- March 2026 promotions in wealth and commercial real estate signal active succession planning.
- Madison's West Towne office opened in 2026, expanding full-service reach in a growth market.
What critics are saying
- Johnson Bank lost longtime president Dan Defnet in April 2026, forcing leadership transition.
- Commercial real estate depends on Pat Lawton and John Buresh after Todd Cegelski's retirement.
- A Wisconsin downturn or deposit flight would squeeze lending, wealth fees, and branch economics quickly.
What makes Johnson Financial Group unique
- Johnson Financial Group is family-controlled by the Samuel C. Johnson family, preserving patient capital.
- Johnson Wealth managed about $10 billion AUM in June 2024, anchoring fee income.
- Johnson Bank and Johnson Wealth now span banking, mortgages, and advisory services across Wisconsin.
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Company News
RestoreMore establishes a permanent home in the City of Racine with SBA 504 financing. RCEDC helped connect RestoreMore with financing that supported its expansion, investment, and long-term success in the City of Racine. City of Racine, WI - Since 2015, RestoreMore, Inc. has provided homeowners and businesses throughout Southeastern Wisconsin with dependable restoration services following fire, water, and mold damage. Founded by Steve Schiele, the company offers 24/7 emergency response along with a comprehensive range of restoration solutions, including fire and smoke damage repair, water damage restoration, mold remediation, and professional cleaning services. As demand for its services continued to grow, RestoreMore invested in a permanent facility in the City of Racine by purchasing and renovating an existing building. The expansion established a long-term home for the company while positioning it for continued growth and service throughout the region. To help make the project possible, RCEDC partnered with Barry Fries, Vice President of Commercial Banking at Johnson Financial Group, to secure SBA 504 financing. Through the partnership, Johnson Financial Group provided 50% of the project financing, while RCEDC funded 40% through the SBA 504 loan program. The financing structure allowed RestoreMore to complete the purchase and renovation with just a 10% down payment while securing long-term, fixed-rate financing. This project demonstrates how strategic financing partnerships can help Racine County businesses invest in their future. By leveraging the SBA 504 loan program, RCEDC and Johnson Financial Group helped RestoreMore secure the capital needed to expand its operations and strengthen its long-term presence in the community.
Acts Housing announces 2026 Rock County Neighborhood Table honorees. * Acts Housing * July 28, 2026 Acts Housing is proud to announce the honorees for the 2026 Rock County Neighborhood Table, an evening dedicated to celebrating the people and partnerships making affordable homeownership possible throughout Rock County. The event, taking place on Tuesday, October 6, 2026, brings together community leaders, homeowners, supporters, and partners to recognize the individuals and organizations whose leadership has strengthened neighborhoods and expanded opportunities for local families. This year's honorees have each played a unique role in advancing Acts Housing's mission of helping families achieve lasting homeownership and build generational wealth. Legacy Prize: Hendricks Family Foundation. The Hendricks Family Foundation will receive the 2026 Legacy Prize in recognition of its transformative investment in bringing Acts Housing to Beloit. In 2019, the Foundation made a bold commitment that helped launch Acts Housing's work in Rock County. Beyond its financial support, the Hendricks Family Foundation leveraged its deep community relationships to establish a groundbreaking partnership between Acts Housing and the City of Beloit, creating a pathway for vacant, tax-foreclosed properties to become thriving family homes once again. Together, this collaboration has transformed 27 formerly tax-foreclosed properties into owner-occupied homes, returning them to the tax rolls, strengthening neighborhoods, and creating new opportunities for families to build generational wealth. Their vision, leadership, and commitment to the Beloit community continue to create lasting impact. Partner of the Year: Johnson Financial Group. The Partner of the Year Award will be presented to Johnson Financial Group for its outstanding partnership in expanding access to affordable homeownership throughout Rock County. Since Acts Housing launched in Beloit, Johnson Financial Group has worked alongside its team to develop financing solutions for buyers facing significant barriers to homeownership. Their commitment extends beyond mortgages. They share its belief that homeownership strengthens families, stabilizes neighborhoods, and creates lasting financial security. Over the past year, Johnson Financial Group has helped make homeownership possible for more than 10 Acts Housing families in Rock County. Their partnership demonstrates what can be accomplished when community-minded financial institutions and mission-driven organizations work together. Advocate of the Year: Sean & Veronica Chisholm. This year's Advocate of the Year Award recognizes Sean and Veronica Chisholm, whose inspiring homeownership journey has become a source of encouragement for families throughout the community. When the couple moved to Beloit in 1998, Sean promised Veronica that one day they would own a home. More than two decades later, that promise became reality when they purchased their first home through Acts Housing in 2022. Along the way, they worked diligently to improve their credit, eliminate debt, and build savings, demonstrating extraordinary perseverance and determination. Today, Sean and Veronica continue to share their story with others, showing that with commitment, preparation, and the right support, homeownership is possible. Join Acts Housing in celebrating. The Rock County Neighborhood Table is more than an awards ceremony. It is a celebration of the partnerships, perseverance, and community investment that are helping more families achieve the dream of homeownership. Acts Housing invite community members, partners, and supporters to join Acts Housing on Tuesday, October 6, 2026, as Acts Housing recognize these outstanding honorees and celebrate the growing impact of affordable homeownership throughout Rock County.
Johnson Financial Group: welcomes Sam Anhalt as assistant vice president wealth advisor. Madison, WI - May 1, 2026 - Sam Anhalt recently joined Johnson Financial Group's Wealth team as Assistant Vice President Wealth Advisor. With over a decade of experience in financial services, Sam brings a sharp, client-first approach to wealth building, retirement planning, estate planning and business succession - delivering the clarity and confidence clients deserve. His background spans wealth strategy, retirement and financial planning, estate planning and business succession planning, backed by his Series 6, Series 63 and Registered Investment Adviser Representative credentials. Sam looks forward to serving the Madison community and sits at Johnson Financial Group's downtown location at 10 E. Doty Street.
Johnson Financial Group welcomes Bryant Shurn as Director of Wealth Services. Milwaukee, WI - March 24, 2026 - Johnson Financial Group is pleased to announce the addition of Bryant Shurn as Director of Wealth Services. In this role, Shurn will oversee the firm's advisory sales teams, strengthen growth strategies and support initiatives to enhance the client experience across the wealth management business. He will be based at the firm's Cathedral Place office reporting to Jeff Pierce, President of Johnson Wealth. Shurn brings more than 20 years of experience in the financial services industry. Most recently, he served as Managing Director & Complex Manager at Raymond James Financial, where he led the Ohio River Valley Complex. Shurn managed full P&L performance, compliance and operational functions across multiple states and offices. Shurn holds a bachelor's degree in business administration from Columbia College Missouri and has completed extensive training across financial, operational and accounting disciplines. About Johnson Wealth. Johnson Wealth provides comprehensive wealth management services designed to support individuals, families, and institutions in achieving their financial goals. Through advisory expertise, personalized planning, and a commitment to long-term partnership, Johnson Wealth serves clients across Wisconsin and beyond. About Johnson Financial Group. Johnson Financial Group is a privately owned financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonfinancialgroup.com. NOTE: This press release was submitted to Urban Milwaukee and was not written by an Urban Milwaukee writer. While it is believed to be reliable, Urban Milwaukee does not guarantee its accuracy or completeness.
Johnson Financial Group elevates Commercial Real Estate leaders. Pat Lawton and John Buresh Milwaukee and Madison, WI - March 16, 2026 - Johnson Financial Group is pleased to announce the promotion of two senior leaders to spearhead commercial real estate operations across Wisconsin's key markets. Pat Lawton has been named the new SVP, Director of Commercial Real Estate and John Buresh steps into the role of SVP, Commercial Real Estate Manager for the Milwaukee market. The appointments follow the retirement of Todd Cegelski, SVP of Commercial Real Estate, who retired after a 15-year tenure with Johnson Financial Group, marking a meaningful milestone in a distinguished career. Both Lawton and Buresh bring extensive experience that positions Johnson Financial Group for continued growth in commercial real estate lending and client services. Since joining Johnson Financial Group in 2018, Lawton has driven significant portfolio growth in the Milwaukee and Madison markets, with Buresh contributing substantially to growth in Milwaukee. Together, they bring over 50 years of extensive commercial real estate experience across major banking institutions to their newly appointed roles. About Johnson Financial Group. Johnson Financial Group is a privately owned financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonfinancialgroup.com. NOTE: This press release was submitted to Urban Milwaukee and was not written by an Urban Milwaukee writer. While it is believed to be reliable, Urban Milwaukee does not guarantee its accuracy or completeness.