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Job Locations US-WI-Mount Pleasant | US-WI-Green Bay | US-WI-Milwaukee | US-WI-Madison
Johnson Insurance is one of the largest privately owned insurance agencies, and we are proud of the legacy we are building. Be a part of our continued success by joining a team of highly skilled professionals that are here to help support you in your professional success. You’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live.   As a workplace of choice, paired with our top of the class industry expertise, be proud to represent a company that is deeply rooted in family values and culture. At Johnson Insurance we have access to an extensive carrier list to ensure our ability to provide the best options for our clients’ needs. We have robust practices, whether for an individual or business, which allow us to provide customized options to fit everyone’s unique situation.   A culture of inclusivity, industry expertise, world class service, invested in the success of our associates…we are truly a workplace of choice. If you want to make a positive impact on our clients’ lives and experience a sense of purpose, we encourage you to consider a career with Johnson Insurance.   This role will manage the relationship of high net worth or niche market clientele.  The role requires knowledge and understanding of the affluent insurance marketplace and the specialty coverages necessary based on complexity of account.  The role will work in conjunction with sales agent to manage the relationship of their assigned book of business.    This role owns the client review process and is able to proactively communicate with clients to discuss and review upcoming renewal needs and expectations.      Responsible for all aspects of client risk assessment, servicing and account-rounding.  Acts as a business partner to all Johnson Insurance and Johnson Financial Group Associates.  Expectation is to partner with our Bank Private Client business partners and Wealth partners for client cross-selling and retention strategies.   KEY RESPONSIBILITIES Position Specific Responsibilities - Responsible for coverage analysis, renewal review and re-marketing. - May meet with clients in person off-site or meet with clients in conjunction with Producer. - May participate in carrier inspections in certain circumstances. - Communicate with producer regarding joint accounts. - Deliver and conduct client renewal reviews which may be via electronic means including but not limited to webcam. - Responsible for effectively handling all levels of correspondence. - Maintains high-quality electronic files, responding to telephone, email or fax inquiries from both clients and companies. - Maintains good relationships with and works with others as a team to service our Private Client/Target Market book of business - Follows agency workflows and procedures. - Utilizes Agency Management system, CIC phone system, CRM client management system, and DocuSign electronic signatures - Keeps current on carriers, product knowledge and trends in the marketplace. - Manages agency bill accounts receivable process for book of business as applicable. - Actively participates in team meetings - Understands and can identify potential Errors and Omission situations to help prevent them. Alerts management of potential Errors & Omissions immediately up on discovery. - Responsible for ensuring exceptional data integrity within all Agency systems and processes. - Participates in and supports corporate projects or initiatives to ensure understanding and to provide insight on the client impact. - Holds self to a high standard in quality of work and ethics. Cross Sales and Referrals - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions for our clients. - Consistently meets or exceeds cross sell/referral goals. Required Experience - College or Technical College degree preferred, High school diploma or equivalent required. - Must have prior experience in personal insurance or client service or related field, as well as strong coverage knowledge. - Ability and willingness to stay abreast of emerging technology essential. - Ability and willingness to work in a fast-paced environment with ever-changing priorities. - PC proficiency in Microsoft Outlook, Word, Power Point and basic Excel. - Proficiency in keyboarding. - Professional communication both verbally and written. - Familiarity with the Applied Agency System with Epic a plus. - Respective Designation(s) a plus.
Category
Insurance
ID
2022-2436
Job Locations US-WI-Racine
Responsible for day-to-day building systems maintenance and preventative maintenance for a defined region/market including duties such as: repairs to HVAC, electrical and plumbing equipment. Also responsible for overall appearance at JFG properties by completing work orders and through vendor partnership to include: landscaping, parking, drive-through areas, signage, lighting, cleaning and finish maintenance (walls, floors, ceilings) as described per JFG Standards program.    KEY RESPONSIBILITIES Position Specific Responsibilities - Respond and resolve standard work requests, communicating regular status updates. - Carry out demand work requests (lights out, sink dripping, comfort and safety concerns, etc.). - Monitor service levels of contracts (landscaping, cleaning, snow removal, etc.). - Project management – report progress, partner with external vendors, manage on-site resources. - Process scheduled preventative maintenance requests (change filters, roof exhaust fans, test alarms, monitor chemicals in water systems, etc.). - Biannually complete Building Inspection Reports conducting walk-through and comprehensive checklist, take photos, review infrastructure systems (furnace, lighting); evaluate aesthetics (carpet, paint). - Respond to emergency events - floods, power outage, weather-related or other non-planned situations. - Manage non-contracted maintenance items up to $500, negotiating best price. - Depending upon customer and/or department needs, may be required to work non-standard hours or overtime hours. - Required to work on-call and be available 24/7 on a rotating basis. Job Requirements - Associate Degree or related apprenticeship; or High School Diploma with minimum five years related experience - Valid Driver’s License - Knowledge of Microsoft Suite of products preferred - Ability to prioritize time, self and work - Good interpersonal skills to work with all associates
Category
Facilities
ID
2022-2435
Job Locations US-WI-Racine
Builds trusted partnerships within IT and with business partners to proactively analyze new and existing tools and services to meet the needs of the business. Provides technical support for business platforms and systems.                                                               KEY RESPONSIBILITIES Position Specific Responsibilities - Working with project teams, provides technical and analytical support to ensure successful project execution - Maintain business partner focus with the ability to actively listen, elicit information, comprehend issues/needs, and recommend solutions - Build and maintain trusted partnerships with business partners - Lead efforts to resolves technology issues related to business platforms - Install and maintain business systems and software - Create and maintain technology documentation - Lead efforts to simplify the technology experience   Job Requirements Level I - Typically 0-2 years Information Technology experience. - Novice understanding of business technology. Level II (Above plus) - Typically more than 3 years Information Technology experience - Understanding of basic business technology and problem solving skills - Training, schooling, certifications evaluated on individual basis Level III (Above plus) - Typically more than years System Administration (or similar field) experience Level IV (Above plus) - Typically more than 5 years System Administrator or similar experience - Understanding of infrastructure technology and strong problem solving skills
Category
Information Technology
ID
2022-2433
Job Locations US-WI-Racine
Johnson Financial Group is looking for an Associate Experience Coordinator. This individual has the opportunity to support key company-wide initiatives to improve the associate experience!  They provide administrative support to the Associate Experience team related to training, internal communications, associate events, and organizational development initiatives.     Make an Impact. - As a strong planner, you coordinate learning events from start to finish. Scheduling, preparing materials and technology, managing enrollment, room set up and ordering catering as needed, administering training evaluations, handling training-related communications, partnering with external training vendors and taking on the role of a producer for virtual instructor-led training sessions to ensure a positive training experience for associates.  - As a trusted collaborator, you will provide general project and administrative support for Associate Experience initiatives, corporate sponsored associate events and internal communication efforts. Additionally, you will provide general administrative support such as responding to associate inquires, scheduling meetings/events, ordering office supplies, invoicing, preparing reports, and other duties as needed for the team. - As an effective organizer, you’ll maintain team operational and program processes (i.e. onboarding, New Associate Orientation, Tuition Reimbursement Program, etc.). - As a tech savvy individual, you will support and utilize the HR Talent Management application, eLearning design technology (Articulate) and employee survey tool (Qualtrics). Responsibilities include training course catalog maintenance and supporting the performance management process in the Talent Management application, assisting with course design as needed via Articulate eLearning tool, survey design and distribution via Qualtrics and answering general associate questions and ticket requests as needed. What we’re looking for? - High School diploma, advanced education in Human Resources, Business Administration or Communication preferred. - Proficient with Microsoft Office Suite of products (Word, PPT, SharePoint, Excel); experience with a Talent or Learning Management System a bonus. - Minimum one-year administrative support experience in a business environment; training, event and/or project coordination experience preferred.  - Excellent written and oral communication skills; proven organizational skills, ability to manage multiple priorities, and dependable team player. - People centric individual who is passionate about creating a positive associate experience at JFG, ready to step in and make a difference! Why you’ll love working here.   Johnson Financial Group is proud to be named a 2022 Top Workplace! As Wisconsin’s largest family-owned financial services company, we have a genuine mission to make every community better because we’re there. At 50 years and growing, you’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. At Johnson, you’ll make a positive impact on the organization and associates’ lives and experience a sense of purpose unique to an organization that truly plans for the long term.
Category
Human Resources
ID
2022-2432
Job Locations US-WI-Racine
Supervise and lead the Loan Processing team on day-to-day operations and organization within the Commercial and Consumer loan document Processing function. Provide guidance to Loan Document Processing staff for all Commercial and Consumer loans, as well as Commercial Leases. Review and Management of the Loan Document Procedures and Standards. Special emphasis on prioritization of workflow to ensure efficient processes and the meeting of client focused deadlines.  KEY RESPONSIBILITIES - Oversee the processing for Commercial Loans and Consumer Loans Documentation and Commercial Leases. - Act as loan documentation contact across markets including commercial business support specialists, credit analysts, commercial relationship managers, retail bankers and private bankers. - Knowledge of Regulatory and Compliance regarding Consumer and Commercial Lending - Work closely with Loan Servicing Manger and Loan Closing Control Manager on process improvement and in creating efficient and effective processes. - Work closely with Loan Operations Manager workflow and process improvement. - Facilitate development, documentation, implementation and monitoring of new departmental procedures and policies as mandated by internal and external changes. - Be proactive in seeking technological enhancements and working with loan system administrators in fully utilizing current technology solutions. - Develops solutions for more complex problems referred by employees and those arising from other departmental personnel throughout the corporation. - Continually evaluate process and procedures seeking maximum efficiency of time and Make recommendations to eliminate deficiencies and implement improvements. - Complete monthly reporting on staffing, production and accuracy, within direct reports - Other duties as assigned  Position Specific Responsibilities Management (any supervisor/manager with direct reports) - Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their performance and their actions. - Act as a ‘Coach’ for associates to leverage strengths and understand and identify gaps in conduct one-on-one meetings and timely appraise performance. - Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’for key positions. - Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group. - Create and sustain an environment which supports teamwork and mutual respect. - Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. - Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities.  - Models exemplary behaviors and actions for associates. Job Requirements - Bachelor’s degree or 3+ years in relevant and/or bank-related experience. Appropriate combination of education and experience may be considered in lieu of education. - Previous supervisory experience preferred - Excellent written and oral communication skills - Strong PC skills with proficiency in Microsoft Office Suite - Strong organizational skills; Require ability to effectively research and solve problems independently - Must be team-oriented, be able to multi-task and complete tasks within set time frames with a strong attention to detail and accuracy - Demonstrate the ability to lead a team and provide leadership, guidance and support
Category
Credit/Loan Support Services
ID
2022-2431
Job Locations US-WI-Racine
The Johnson Customer Support Supervisor works closely with the department manager overseeing a team of customer support specialists and is responsible for creating an environment that promotes exceptional customer service to all Johnson Bank customers, peers, and business partners.  The Supervisor will lead by example performing a “Player/Coach” role, providing leadership and training for the team, and referring customers to the appropriate staff for new products and services.  They complete work with a high level of accuracy and assures compliance with all applicable Bank policies and procedures, as well as all applicable state and federal banking regulations.     KEY RESPONSIBILITIES Position Specific Responsibilities - Provides an exceptional customer service experience to all Johnson Bank customers (internal and external) through various electronic methods, and is the primary contact for escalated calls. - Responsible for fostering and sustaining an environment which supports teamwork and mutual respect. - Assists customers and team with the Consumer and Commercial Online Banking suite of services including but not limited to registrations, bill pay service requests, password reset, account lock out, mobile banking, remote deposit capture, personal financial management, wire transfers, ACH, deposit and loan account inquiries and related account maintenance. - Acts as an advisor to account owners and business users to gain understanding of account or business need/problem; proactively works to identify needs of the customer or business through independent analysis and generates appropriate referrals.  - Monitors KPI’s to implement the effectiveness of customer support activities. - Assists and supports manager with corporate projects or initiatives to ensure understanding and to provide insight on customer impact so appropriate procedures are implemented to support the change.  Management - Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions. - Act as a ‘Coach’ for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance. - Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions. - Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group. - Create and sustain an environment which supports teamwork and mutual respect. - Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. - Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities. - Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures. - Models exemplary behaviors and actions for associates. Job Requirements - Strong customer focus and desire to deliver exceptional customer service.  - Three to five years prior front-line, customer facing experience a must; prior supervisory experience a plus. - Minimum two – three years banking experience preferred. Knowledge of Consumer and or Commercial deposit products desired. - HS Diploma required, college degree preferred. - Ability to work independently and as a team, multi-task in a fast-paced environment, make quality decisions, and meet deadlines while delivering a positive customer experience.  - Strong verbal and written communication skills. - Solid PC skills including Microsoft Office Suite. - Knowledge of and ability to resolve basic Windows and Mac operating system issues.
Category
Banking Support Services
ID
2022-2430
Job Locations US-WI-Racine
The Banker Resource Center professional plays a critical role in the success of all Consumer, Private and Small Business Bankers by providing them with effective Training for all procedures and on-demand Support. The role is responsible for ensuring that all Procedures for these bank segments are compliant with regulations, easy to retrieve, and user-friendly. BRC professionals need to build strong, collaborative relationships with  business leaders to manage comprehensive Program Guides that define roles and responsibilities across JFG and incorporate the necessary Procedures and Training for success.     KEY RESPONSIBILITIES Position Specific Responsibilities Procedures - Design, coordinate, implement Banker Procedures - Maintain/Manage Banker Resource Center SharePoint site which is used to retain Banker Support Activity Procedures and Training links - Maintain/Manage Banker Support Activity Procedures Advisory Group to provide feedback regarding Procedure updates/revisions; and ability to SharePoint retention ease of use. Training - Maintain/Manage and develop on-line and classroom Training content and distribution to support Banker Support Activity Procedures (includes Procedure Training Library and Role Defined Procedure Training Plans) - Maintain/Manage Banker Resource Center Training classroom enrollments (including Procedure Training annual requirements) - Maintain/Manage Banker Resource Center Training Certification Programs - Maintain/Manage training for new branch locations, provide on-site support during initial opening stage (includes implementation of new systems) Contact Support - Support Banker Contact activities (Calls; e-mails; etc.); respond to inquiries Programs - Maintain/manage multi-departmental procedural activity Programs designed to provide role and responsibility clarity across functions (Example: Overdraft Program) - Maintain/manage the Branch Self-Assessment Program (BSAP) guidelines Collaboration Collaborate with Consumer, Private and Small Business Banking segment managers and cross-functional business partners to: (1) support the execution of corporate strategies; (2) identify and implement potential efficiency opportunities focusing on training and/or Banker Support Activity Procedures; (3) identify role specific training plans including onboarding requirements; (4) obtain feedback on procedure training needs; and, (5) obtain feedback on Banker Resource Center tools (BRC SharePoint site; Procedure Templates; Training Approach; and, Internal Contact Center).   Job Requirements - Bachelor’s Degree preferred or relevant work experience - Possess comprehensive knowledge of bank operating systems; bank products and services - Strong technical skills and attention to detail - Excellent verbal and written communication skills, including presentation and interpersonal skills - Ability to work independently and as part of a team - Ability to juggle multiple priorities and meet deadlines without compromising quality - Must be willing to travel to all JFG locations, as needed up to 25%
Category
Banking Support Services
ID
2022-2429
Job Locations US-WI-Kohler
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2428
Job Locations US-WI-Racine
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2427
Job Locations US-WI-Madison | US-WI-Milwaukee
The Wealth Operations Specialist is a senior member of the Wealth Operations team with extensive application knowledge and industry expertise. The primary responsibility of a Wealth Operations Specialist is to support Wealth accounting systems and applications, while striving for operational excellence and an improved customer experience.  This role may include responsibility for application upgrades, management reporting projects, and compliance filings.   Key Responsibilities - Build, produce and distribute daily, monthly, quarterly and annual reports accurately within established timelines using Microsoft Excel and Access as well as Business Objects. - Accurately process daily transactions and monitor accounts. - Reconcile and balance cash on a daily basis. - Reconcile account information across multiple applications and sources. - Support front and middle office users. - Plan and implement application updates and upgrades as assigned. - Prepare regulatory filings as assigned. Must stay current on regulatory changes and put into practice within established timeframes. - Special projects as assigned. Independently handle a wide variety of situations and assignments that are non-routine. - Create, document and implement department workflows and procedures as assigned. Workflows must address efficiency, operational excellence and the client experience.   - Train new Wealth associates on Wealth applications as assigned utilizing various types of training formats. - Accurately set up and maintain asset and account coding in all Wealth applications. - Oversee the setup and maintenance of the Wealth client portal. - Oversee the setup of new accounts and the free asset movement process as assigned. - Monitor daily trade activity to ensure accurate and timely settlement of trades. Required Experience - Bachelor’s degree in accounting, finance, information systems or relevant area preferred; experience will be considered in lieu of education.  - Minimum one year of experience in Wealth Operations area.  - Position requires solid analytical, technical, and financial skills.  Experience in database management and system technology is preferred. - Proven leadership: ability to communicate effectively at all levels and develop rapport and relationships across the enterprise. - Self-starter and driven team member who takes ownership of duties. - Must maintain current knowledge of industry specific regulations. - Understanding and strong working knowledge of MS Office products (advanced proficiency in Excel and Access); ability to effectively utilize Bank and Wealth Operating Systems.
Category
Trust/Wealth Management
ID
2022-2426
Job Locations US-WI-Kenosha
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2425
Job Locations US-WI-Racine
The Loan Closing Control Administrator is responsible to ensure Attorney Documented Loans are done in accordance with Attorney guidelines and that all correct lien positions are achieved. A thorough understanding is required of Johnson Bank loan policies and procedures, title commitments, the various title endorsements and final title policies, UCC liens and searches and other collateral which secures the loan transaction.   KEY RESPONSIBILITIES Position Specific Responsibilities - Pre-Close and Post-Close review of all Attorney Prepared Loans. - Ensures that all Commercial Loans (extensions, modifications, and renewals) are documented according to the approved credit presentation in accordance with the Bank’s loan policy and are in compliance with applicable banking regulations as well as any other requirements designated by the credit approval authority. - Review all Title Commitments to ensure Lien Position is correct pre approval, determine whether any payoffs are needed prior to closing; review all Pro-Forma ALTA Policies confirming market’s request for Survey Endorsements, ensure other Endorsements required are correct and received prior to closing and review all Final Title Policies to ensure correct lien position is documented. - Review UCC searches and other collateral perfections to ensure its satisfactory and does not contain exceptions that are unacceptable to the bank. - Maintain knowledge of commercial loan documentation requirements and remain current on all pending and proposed state and federal regulatory changes impacting commercial lending. - Review all Attorney Certification Letters for Red Flags and to ensure Attorney followed appropriate Guidelines. - Complete Attorney Boarding Form for boarding loan-to-loan system and ensure all ticklers are set up for follow-up and any/all checklists completed - Maintain Attorney Prep Guidelines and Instructions. - Review any pay-off letters on all New Money transactions to ensure narrative captures all prior liens and correct payoffs per approved LP. - Work with Commercial RM’s and Corresponding Bank on all International Letter of Credit Requests. Reviewing all documentation for accuracy and follow up on any outstanding questions or items. Confirm Letter of Credit issued and follow up on any extensions, renewals or auto- renewals as needed. - Back up to Pre-Close on all internally prepared documents for Commercial and Consumer Loans. Knowledge of Commercial and Consumer Loan Documentation is essential. - Perform Audits on Commercial Loans Boarded to IBS – reviewing all manual entered fields for accuracy and loan system matches Promissory Note and any supporting documents. - Other duties as assigned. Job Requirements - Paralegal Degree or equivalent preferred but not required - 3-5 years of experience in Commercial Loan Documents, specifically Attorney Loan Documentation - Must demonstrate a full understanding of Commercial Loan Documentation including Attorney prepared loan documents, participations and multi agent bank loans - Demonstrates leadership, acts as a role model and resource for less experience team members - Demonstrates the ability to think independently and able to assume additional responsibilities with minimal guidance - Advanced PC skills including all Microsoft Office applications - Requires the ability to effectively research and solve problems independently - Must possess strong attention to detail and be able to function in a fast-paced environment with demonstrated ability to balance multiple priorities. - Strong communication and organizational skills required - Must be self-motivated as well as appreciate working in a team environment
Category
Credit/Loan Support Services
ID
2022-2424
Job Locations US-MN-Minneapolis
Under the guidance of the Sr. Commercial Banking Manager or Commercial RM, the CRE Portfolio Manager is responsible for supporting CRE Relationship Mangers (RMs) through the sales, credit, closing and life of loan processes.  Also responsible for interim monitoring of covenants and other conditions of credit, ensuring timely review and renewal of CRE loans, property site inspections, accompanying RM on business development calls and client meetings, participation in CRE trade groups and events, and providing support to the CRE Senior Manager on portfolio management efforts.  The CRE PM III has added responsibility for developing, growing and managing a portfolio of profitable CRE relationships.   KEY RESPONSIBILITIES Position Specific Responsibilities PORTFOLIO MANAGER I - Demonstrates full and complete understanding of JFG Commercial Real Estate loan policies and procedures. - Knowledge of Commercial Real Estate market conditions, trends and economics including ability to analyze the market for a property (rents, occupancy, expense factors, tenant roll over, competition, and absorption rates). - Order and review Commercial Real Estate Appraisals and Environmental Reports. - Complete property site inspections and have a basic understanding of construction loan monitoring processes and procedures. - Complete accurate and timely Discussion Memos, Loan Presentations, Annual Reviews and PMAC’s in accordance with Bank procedures and policy. Ensures that annual loan reviews and renewals are completed to avoid administrative past due loans. - Participates in presentations before Credit Committee. - Performs periodic reviews for clients where more frequent monitoring is warranted (i.e., criticized loans, adverse actions, watch list, etc.). - Works with RM’s to research and resolve situations where changes in loan structure may be necessary due to borrower, market, or industry changes. - Basic understanding of commercial real estate law, assists in engaging Bank legal counsel, reviewing documents and closing transactions. Attend loan closings and assist with post-closing activities. - Manages “tickler” reports for assigned portfolio to limit credit exceptions. - Is jointly responsible with RM to enhance the customer experience so JFG is viewed as the “First Choice,” value-added, and trusted financial services provider. Actively involved in commercial real estate trade organizations. - Complete special projects as assigned.   PORTFOLIO MANAGER II – ADDITIONAL RESPONSIBILITIES - Advanced knowledge of Commercial Real Estate market conditions, trends and economics including ability to independently analyze the market for a property. - Analyze, underwrite and actively participate in structuring complex commercial real estate transactions. Complete Discussion Memos, Loan Presentations, Annual Reviews and PMAC’s for complex transactions. - Manage and expand client relationships. - Present Discussion Memos, Loan Presentations, and PMAC’s to Credit Committee.   PORTFOLIO MANAGER III-ADDITIONAL RESPONSIBILITIES - Act as the primary officer responsible for developing, managing and growing assigned commercial real estate relationships. Meet loan and deposit growth goals. - Originate, structure and price new and existing transactions including SWAP related credit facilities. - Engage Bank legal counsel, review loan documents and close transactions.   Sales – Advising and Servicing Clients (all associates) - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively support call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Meets or exceeds client retention goals. - Perform proactive customer needs assessments on a regular basis. - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participate in an active and meaningful role in a community or industry organization.   Job Requirements PORTFOLIO MANAGER I - Bachelor’s degree in business with emphasis in commercial real estate and/or finance or accounting. - Up to 3 years commercial real estate credit analysis or underwriting experience preferred. - Working knowledge of lending policies and procedures, principles, and philosophy. - Demonstrated experience in effectively writing/reviewing loan presentations that identify key risks and mitigants as well as conducting cash flow analysis and collateral evaluation. - Demonstrated experience utilizing credit software to capture credit applications; above-average PC skills including MS Office Applications (Word, Excel). - Good oral and written communication skills. - Ability to make timely, sound recommendations to senior management while ensuring bank policies and procedures are met. - Working knowledge of general business and industry trends, risk management, etc.   PORTFOLIO MANAGER II - Bachelor’s degree in business with emphasis in commercial real estate and/or finance or accounting. - 3 to 5 years commercial real estate credit analysis, underwriting, or lending experience required; prior relationship management experience a plus. - Fully understands commercial real estate lending policies and procedures, principles, and philosophy. - Knowledge of bank regulatory rules and guidelines for commercial real estate lending. - Demonstrated experience in effectively writing/reviewing loan presentations that identify key risks and mitigants as well as conducting cash flow analysis and collateral evaluation. - Demonstrated experience utilizing credit software to capture credit applications; above-average PC skills including MS Office Applications (Word, Excel). - Excellent oral and written communication skills. - Ability to make timely, sound recommendations to senior management while ensuring bank policies and procedures are met. - Working knowledge of general business and commercial real estate industry trends, risk management, etc.   PORTFOLIO MANAGER III - Bachelor’s degree in business with emphasis in commercial real estate and/or finance or accounting. - 5+ years commercial real estate credit analysis, underwriting, or lending experience required; prior relationship management experience a plus. - Fully understands commercial real estate lending policies and procedures, principles, and philosophy. - Knowledge of bank regulatory rules and guidelines for commercial real estate lending and SWAPS - Demonstrated experience working independently to structure, underwrite and write/review loan presentations that identify key risks and mitigants as well as conducting cash flow analysis and collateral evaluation. - Demonstrated experience utilizing credit software to capture credit applications; above-average PC skills including MS Office Applications (Word, Excel). - Working knowledge of commercial real estate loan documentation, title work and real estate law. Ability to engage bank legal counsel, review legal documents and close complex commercial real estate transactions. - Excellent oral and written communication skills. - Ability to make timely, sound recommendations to senior management while ensuring bank policies and procedures are met. - Working knowledge of general business and commercial real estate industry trends, risk management, etc.
Category
Commercial/Business Banking
ID
2022-2423
Job Locations US-WI-Racine
Responsible for the reviewing of loan origination and loan servicing functions to assess and report quality levels attained. Includes Post Close Reviews on 100% of file closed, recording mortgage liens and related documents, HMDA Reporting, TRID elements, and key areas of loan servicing including both current and delinquent loan work-flows.  Checks for accuracy, adherence to Bank Loan Policy, and regulatory compliance.   KEY RESPONSIBILITIES Position Specific Responsibilities - Performs Post-Close mortgage loan reviews for adherence to all applicable State and Federal regulations, investor requirements, and Johnson Bank Loan Policy criteria. - Documents, tracks and reports on compliance/accuracy levels to the appropriate management teams with the goal of assisting them to improve quality within their respective work-flows. - Manages vendor work-flows used to augment loan quality activities and disseminates findings as appropriate. Job Requirements - High School Diploma or equivalent. Advanced education/certification preferred. - Ability to handle multiple tasks and demonstrate flexibility with industry changes and job responsibilities. - Must consistently demonstrate solid decision making, problem solving and analytical skills. - Strong attention to detail and ability to meet deadlines. - Strong working knowledge of the mortgage loan origination operating system preferred. - Strong PC skills required including working knowledge of Microsoft Office Word and Excel. - 1-2 years of mortgage originations, investor guidelines and quality assurance experience preferred
Category
Mortgage Banking
ID
2022-2422
Job Locations US-WI-Mequon
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2420
Job Locations US-WI-Green Bay
Johnson Insurance is one of the largest privately owned insurance agencies, and we are proud of the legacy we are building. Be a part of our continued success by joining a team of highly skilled professionals that are here to help support you in your professional success. You’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live.   As a workplace of choice, paired with our top of the class industry expertise, be proud to represent a company that is deeply rooted in family values and culture. At Johnson Insurance we have access to an extensive carrier list to ensure our ability to provide the best options for our clients’ needs. We have robust practices, whether for an individual or business, which allow us to provide customized options to fit everyone’s unique situation.   A culture of inclusivity, industry expertise, world class service, invested in the success of our associates…we are truly a workplace of choice. If you want to make a positive impact on our clients’ lives and experience a sense of purpose, we encourage you to consider a career with Johnson Insurance.   This position is responsible for employee benefits service and sales support.  Assists in the Johnson Insurance client relationship by providing day to day support that meets the team’s needs and expectations.  Acts as a business partner to all Johnson Insurance and Johnson Financial Group Associates.    KEY RESPONSIBILITIES Position Specific Responsibilities - Handle client, account management and insurer service requests while maintaining a concern for timeliness and completeness of information. - Assist in new client onboarding as needed - Process all team Adds/Deletes and Changes accurately and timely - Pull carrier reports for self funded and large fully funded clients as needed - Manage 5500 Requests - Manage Client Communication Plans as outlined by team - Update BKB to reflect renewal plan information accurately and timely - Ensure all submissions are complete, accurate and meet company requirements and follow-up of any incomplete items, including monitoring the Form Fire process and updating team on enrollment progress and open enrollment reports from Employee Navigator - Prepare spreadsheets and proposal packages as needed - Market all prospects for team - Process all AOR’s for team - Assign sales value to all sold prospects and report to management monthly - Assist Producers with entering prospects into CRM/EPIC/BKB - Provide high-level analyses on prospects in conjunction with the Producer via the Critical Analysis format - Perform follow-up to ensure new policies, renewals and plan changes have been processed and new ID cards, correct billing statements, certificates and administration materials have been received by client. - Simple Client claim resolution - Resolve Billing issues for client - Prepare / update benefit booklet - Manage Total Compensation Statement process - Research BKB / ThinkHR / Broker Briefcase as needed - Generate quotes via Rate Factory - Request and update census data for renewal marketing - Knowledge of health/ancillary benefits - Ability to define objectives and produce deliverables in a fast-paced environment - Ability to manage numerous simultaneous projects in a dynamic and fast-paced environment - Acts as a resource and role model to other team members. - Responsible for ensuring exceptional data integrity within all Agency systems and processes. - Assist team members as needed. Require Experience - High School Diploma or equivalent required, Bachelor of Science preferred - 3+ years of experience in Employee Benefits insurance client service or related field, as well as strong coverage knowledge preferred - Life and Health License required. - FFM SHOP Certification required. - Ability to stay abreast of emerging technology essential. - Ability to work in a fast-paced environment with ever-changing priorities. - PC Proficiency in a windows environment required, including Word and Excel - Professional communication both verbally and written - Equivalent experience will be considered in lieu of college degree. - Industry Designation
Category
Insurance
ID
2022-2419
Job Locations US-WI-Mukwonago
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2417
Job Locations US-WI-Franklin
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2416
Job Locations US-WI-Madison
At Johnson Financial Group, you’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our Mortgage Loan Officers are passionate about assisting clients with their mortgage needs.  As a Mortgage Loan Officer with Johnson Financial Group you will be responsible for the origination of residential mortgage loans, generating new business along with promoting and marketing mortgage products and services to clients and referral sources.  You are also responsible for consistently meeting sales, cross-sales and referral goals.  Our loan officers dependably build strong relationships with their customers, which lends itself to deepening their customer’s financial relationship with Johnson Financial Group.   What sets us apart: - Our company size is ideal – we are big enough to have the bells and whistles similar to those of larger institutions, yet small enough to deliver personalized service which allows our associates to have a personal impact. - We have local lenders rooted in the communities we serve, paired with local processing, underwriting and servicing. We have a great team atmosphere. - Our pre-approvals are fully underwritten which gives our customers a stronger position when negotiating to purchase a property. - Our loan officers are very hands on and truly care about the customer experience and meeting closing dates. - Builders prefer to work with us because of our flexible program options and timely processing for draws.  - We service for the life of the loan. Our customers will always talk to a member of the JFG team for any of their loan servicing needs. - We are here to deliver the best customer experience through our highly talented mortgage team enabled by technology and infrastructure. Required experience: - High school diploma or equivalent required, college degree preferred. - Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008. - Minimum 3 years mortgage origination experience highly preferred. - Excellent sales, presentation, and interpersonal skills. - Involvement within the community and with other broker/real estate representatives. - Must be a self-starter with demonstrated success in mortgage originations.   Johnson Financial Group’s guiding values and principles are the reasons our associates truly enjoy working for a family-owned bank. Embedded in our culture is a genuine mission to ensure thriving futures for our associates, clients and the communities in which we live and work. If you want to make a positive impact on our clients’ lives and experience a sense of purpose, we encourage you to consider a career with Johnson Financial Group!   Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Mortgage Banking
ID
2022-2412
Job Locations US-WI-Appleton
Relationship Bankers work in the client facing areas of our branch environment and are responsible for handling a broad variety of client needs ranging from taking care of a deposit or loan payment to accessing financial products and services.  Beginning with the goal of providing a highly personalized level of service, their role empowers them to handle any presented need, and from there, deepen relationships with individually customized solutions.  Relationship Bankers manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs.    Client Relationship Management Responsibilities - Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services. - Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. - Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. - Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. - Contribute to achievement of revenue goals, while maintaining pricing discipline. - Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. - Remains familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. - Responds to customer inquiries and concerns and provides positive solutions. - Assists customers with account maintenance, documentation, disputes and other required paperwork and documentation utilizing technology and resources available. - Adheres to established operational procedures and controls for security and safety policies.  Cash Handling Key Responsibilities   - Accurately cash checks, processes deposits, withdrawals and cash advances for consumer and business clients. - Confirm identification of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. - Balance cash drawer daily and verifies cash provided from/returned to the vault. - Issues official checks, traveler’s checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. - Process various reports as required by branch. - Properly scan work in a timely and accurate manner. - Perform safe deposit duties. - Perform other branch operations and service-related work. - Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM. - Maintain knowledge of security and safety policies and strictly adheres to established procedures, follows established internal and dual control standards to mitigate risk to our clients and JFG. - Additional duties are based on level (see Distinction across levels).  Sales – Advising and Servicing Clients  - Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. - Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.  Responsible for meeting or exceeding sales, cross-sales and referral goals. - Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Perform proactive customer needs assessments on a regular basis.  - Give persuasive sales presentations and tailors delivery and material to meet audience needs. - Applies sound judgment, innovation and appropriate creativity in management of client relationships. - Participates in an active and meaningful role in a community or industry organization. Cross Sales and Referrals    - Knowledge of full portfolio of JFG products; ability to cross-sell full breadth and depth of products. - Responsible for establishing, building and maintaining strong internal relationships across all lines of business to ensure consistent and frequent referral activities. - Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently meets or exceeds referral goals. JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Minimum 2 years successful sales experience in a goal-oriented environment. - Proven ability to meet or exceed goals. - National Mortgage Licensing System (NMLS) registration required (preferred upon employment). - Exhibits the following: - Excellent oral and written communication skills. - Solid problem solving and decision making ability. - Skilled at ‘learning on the fly‘-is a versatile and relentless learner. - High School diploma required; advanced training/education preferred. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Category
Consumer Banking
ID
2022-2411

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