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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
2020-1844
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
2020-1831
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
2020-1830
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
2020-1828
Job Locations US-WI-Madison | US-WI-Appleton | US-WI-Racine
Responsible for underwriting residential mortgage loans in compliance with bank, investor & secondary market guidelines, and rendering final credit decision accordingly.  Act as a resource for mortgage loan officers.    KEY RESPONSIBILITIES Position Specific Responsibilities - Uses in-depth knowledge of bank, investor, private mortgage insurance company, and governmental regulatory guidelines to underwrite residential mortgage loans. - Analyze financial information including calculation of income and debt ratios, verification of assets, collateral and credit review. - Achieves and exceeds work goals for productivity, quality and turnaround time. - Monitor external quality control reports and external and internal loan reviews to ensure loan quality. - Evaluate facts and data to draw conclusions, determine the downstream impact of decisions and associated risks. - Resolve difficult or challenging problems by identifying potential solutions and clearly communicate with relevant personnel. - Keep up on industry requirements and standards through various training opportunities. - Acts as a resource for the lenders and assists with training opportunities. Job Requirements - Minimum 2 years mortgage lending or equivalent experience for Underwriter I. - Higher levels will require more in-depth experience. - Excellent analytical and decision making skills - Critical thinking and problem solving skills required - Ability to work independently with minimal supervision. - College degree and/or equivalent work experience preferred.
Category
Mortgage Banking
ID
2020-1824
Job Locations US-WI-Racine
The Private Banking Regional Manager is responsible for leading a high performing sales team to meet or exceed revenue goals for Private Banking in assigned markets. This position will assist in the business development initiatives for JFG through client and prospect presentations across one or multiple regions.  The position is the business expert in development, implementation and administration of Private Banking sales growth strategies and as the associate directly responsible for ensuring concierge level client experience   Key Responsibilities - Development and execution of a strategic business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth across assigned market(s). - This is a Regional Leadership “player/coach” role accountable for significant team revenue growth. - Deliver a distinctive client experience across the market that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking. - Responsible for managing Private Banking RM’s and Private Banking Assistants across one or more regions. - Develops and manages workflows and procedures which promote efficiencies and effectiveness. - Champions consistent delivery of Private Banking standards, oversee work flow and processes to ensure standards and controls are in place for effective and profitable operation of the business line. - Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. - Develops management and compliance reports used to support business decisions and assist in internal/external audits and exams within defined markets. - Develop and maintain strong working relationships with other JFG business partners to enhance the client's total banking relationship resulting in measurable market share growth. - Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics - Thorough management of complex financial solutions in deposit and credit products; including: communication, implementation, maintenance and on-going administration of the client relationship. - Utilizes and champions effective use of the JFG CRM system as a primary tool for managing client relationships.             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. - Manage the new associate onboarding experience, including initial training and assignment of Peer to Peer Coach. - Represent Private Banking as a member of the Regional Leadership Team. - 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 in the private banking relationship management role. - Participate in an active and meaningful role in a community or industry organization. Sales Management  - Execution of strategic sales management process aligned with our business strategy to enhance bottom-line sales results. - Knowledge of full portfolio of JFG products and services; lead and coach sales team to cross-sell full breadth and depth of products. - Actively call/joint call on identified target segments, prospects, centers of influence, etc to lead new business development and client acquisition efforts. - Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. - Lead, coach and develop associate’s sales behaviors to proactively expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. - Consistently track, monitor and manage key sales performance indicators. - Manage expenses in relation to projected return on investment for client events/activities. - Participate in an active and meaningful role in a community or industry organization. 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 Market segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. - Expand new and existing Target Market 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 to address the complete picture for clients. - 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. Job Requirements – Education, Knowledge and Skills - Minimum of 10 years experience in the financial industry in a client facing business development role. - Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis. - Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education. - Relevant certifications CFP, CWS, ChFC, and/or Life & Health, Home & Auto Insurance licenses highly desired.   - Experienced Private Banking RSM’s are required to have an advanced designation of CFP, CWS, ChFC, CPA, JD, in addition to a sub-specialty expertise in a financial topic. Financial Planning will be preferred of credentialed associates in concert with Wealth Management advisors - Strong working knowledge of MS Office products; ability to effectively utilize JFG Private Banking Operating systems. - National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008 required.
Category
Private Banking
ID
2020-1819
Job Locations US-WI-Madison | US-WI-Racine | US-WI-Milwaukee
The Operations Manager is primarily responsible for planning and directing the day-to-day operations of the Financial Advisors business group within the Wealth line of business.  The manager recruits, develops, and leads the Financial Advisor Assistant staff.  The individual partners with the Marketing department to design and execute a comprehensive strategy to promote the line of business and each advisor in order to create a profitable and a meaningful client experience.  The manager is the compliance liaison with the broker-dealer, JFG Wealth and RIA business units, and the bank to ensure that all members of the team are complying with regulatory rules and regulations, as well as JFG policies and procedures.    KEY RESPONSIBILITIES - Operations Management - Works in partnership with the Program Manager and other members of the Wealth leadership team to drive strategic priorities for the business unit and each financial advisor. This will involve project management, utilizing other JFG talent and resources, and monitoring progress towards goals. - Acts as an agent of change, identifying and recommending ideas for continuous improvement of program practices and procedures. - Takes action to establish and maintain connections with people outside of one’s formal work group, including those outside the organization (e.g. peers, cross-functional partners, and product partners) who are willing and able to provide the information, ideas, expertise, and influence needed to achieve work goals. - Liaison with Finance and Reporting to ensure that monthly commission is accurately processed and reported. - Creates and delivers routine and ad hoc reports to assess individual advisor and overall program performance as well as reports identifying areas for growth and expansion. - Works with JFG business partners to maintain Vendor Management, Annual Risk Reviews, and Business Continuity Plans for the line of business and respond to Fed exam requests. - Works independently to resolve complex client and account situations when items are escalated from another member of the team. - Development and Coaching - Guides Financial Advisor Assistants through ongoing performance management which includes goal setting, performance coaching, recognition, and career development to ensure performance improvement. Prepares team for success with new responsibilities that are aligned with the organization’s vision and values. - Supervises and periodically evaluates the work of Financial Advisor Assistants. Gathers feedback from designated Financial Advisors in order to provide recognition and identify opportunities for coaching and improvement. - Plans and leads regular full team and financial advisor assistant meetings and conference calls. Develop agendas, coordinate speakers, manage budgets, and designs content. - Provides training to all team members on efficient and productive usage of technology tools, services, broker-dealer software, and third party tools. - Develops and leads efforts to recognize individual successes and achievements to ensure that team members are appreciated and valued for their contributions. - Resolves associate issues and interprets policies, procedures, and guidelines for staff. - Marketing and Business Development - Collaborates with Marketing department and Program Manager on program and individual Financial Advisor marketing initiatives. Has consultative planning sessions with each Financial Advisor to design a comprehensive marketing plan that incorporates both traditional and social media components that are focused on deepening relationships with existing clients and sourcing new clients.  Provides ideas, coaching, and necessary guidance to successfully execute the plan. - Develops and adjusts the client segmentation and service plan to meet customers’ and own organization’s needs; promoting and operationalizing customer service as a value. - Responsible for CRM administration and utilization to segment and service the client base while creating workflows and reporting outputs to drive productivity and efficiency. Monitors that members of the team are properly documenting client interactions to meet regulatory requirements. - Partner with Financial Advisors to organize and coordinate seminars and client events. Develops client lists, designs materials, coordinates presentations and ensures that post-event outreach occurs. - Sets and manages marketing and business development budgets for each Financial Advisor. - Compliance - Manages customer compliant process between broker-dealer’s compliance department, JFG Compliance Oversight, and JFG Audit with the intent of keeping parties informed and creating positive outcomes, when possible - Ensures licensed staff complete all required training and continuing education, including firm and regulatory elements, insurance continuing education, AML and BSA, and any other broker-dealer or bank training. - Provides notification to the broker dealer home office when U-4/U5 amendments are required. Make notification to the broker-dealer within the required timeframe for any new/terminated team members. - Routinely reviews with the Broker-Dealer Home Office Supervisor (HOS) the sales practices and advice provided by financial advisors and all associated personnel to ensure that FINRA and SEC guidelines are being followed. - Participates in the quarterly JFG Customer Fairness Committee meetings to discuss any complaints. Management Standards - Effectively communicates performance expectations; monitors and holds staff accountable for their performance and their actions. - Acts as a ‘Coach’ for associates to leverage strengths and understand and identify gaps in performance; conducts one-on-one meetings and timely appraise performance. - Provides development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions. - Proactively recruits and maintains a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group. - Creates and sustains an environment which supports teamwork and mutual respect. - Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. - Monitors and maintains appropriate staffing levels to efficiently execute department responsibilities. - Uses financial information to identify and implement cost containment or reduction programs and ensures expenditures are accurate and follow policies and procedures. - Models exemplary behaviors and actions for associates. Job Requirements - Bachelor’s degree in Business, Marketing or relevant area preferred; experience will be considered in lieu of education.  - Management experience preferred, preferably with remote employees. - Effective communicator. Must have superior writing skills and an ability to provide feedback verbally, demonstrating respect and empathy to staff of differing seniority and communication styles. - Minimum 5 years FINRA Securities experience, preferably with prior sales experience. Knowledge of regulations and laws for these areas is crucial.  - Series 7/63/65 or 7/66 Licenses and Wisconsin Life and Health insurance licenses required. Series 24 License preferred. - Position requires strong analytical, project management, and technical skills.  Experience in CRM management and system technology is required. - Proven leadership and managerial skills; ability to communicate effectively at all levels and develop rapport and relationships across the enterprise and with our vendor partners. - Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Broker Dealer Operating Systems.
Category
Financial Advisor/Brokerage
ID
2020-1817
Job Locations US-WI-Franklin
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
2020-1813
Job Locations US-WI-Racine
Responsible for the loan servicing and administration of borrowers under federal bankruptcy protection, foreclosure referral, or collection of deficiencies.   KEY RESPONSIBILITIES  Position Specific Responsibilities - Evaluates and selects appropriate legal strategy in order to maximize recovery when referring cases to legal counsel to initiate foreclosure or other legal collection remedies and conducts all communication until legal action is complete. - Manages legal vendor selection in accordance with investor guidelines, measuring performance, and submitting vendor management recommendations for appropriate action. - Responsible for identification of loans under federal bankruptcy protection and applicable system coding to alert JFG personnel of special handling requirements. - Responsible for bankruptcy pre-petition and post-petition payment monitoring and processing, directing legal action as needed, and all communication on loans covered by bankruptcy/discharge of debt. - Evaluates proposed bankruptcy plans, objects where necessary, files claims on appropriate cases in a timely manner to protect against loss. - Responsible for collection and settlement of deficiency accounts on all consumer loans. - Monitors potential probate cases and files claims where appropriate. - Work with Retail and Mortgage operations to research and correct payment-processing errors to resolve delinquency. - Ensure all accounts are serviced within the policies and procedures of the bank, while maintaining compliance with FDCPA, Wisconsin Consumer Act, and all state and federal laws/regulatory guidelines. - Maintains and processes assigned work within AIM, departmental, investor, and line of business service levels and quality standards. - Litigation – Acknowledge, Document, Evaluate cases referred for potential legal actions. Monitor and process actions as applicable based on the collection plan determined - Credit Bureau Reporting – monitor monthly reports and regulations, investigate and respond to disputes - Property Preservation – Order and review monthly inspections and maintain properties as applicable - Other Real Estate (ORE) – Maintain properties, recommend marketing strategies, monitor and facilitate sale of properties - Qualified Written Requests – Review, respond and elevate a request as applicable - Successor In Interest – Acknowledge, respond and evaluate individuals for the program as applicable - Chex – Handle referring cases to Chex Job Requirements - Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic environment. - Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred.  Successful candidate will have familiarity with the CFPB regulations pertaining to the interaction between collection, foreclosure, and bankruptcy work-flows as well as pertinent state and federal laws and regulations. - Ability to consistently demonstrate high quality decision making, keen problem solving and analysis skills. Attention to detail and the ability to meet deadlines. - Strong interest and desire for self-development and continuous improvement. - Strong working knowledge of the FIS System preferred.  Strong PC skills required including working knowledge of Microsoft Office Word and Excel. - High School diploma or advanced education/certification.
Category
Credit/Loan Support Services
ID
2020-1806
Job Locations US-WI-Madison
Primary responsibility is to provide comprehensive support to the Wealth Fiduciary Advisors within a specific geographic area.   The Wealth Fiduciary Assistant will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business development, client referral and retention efforts.    Key Responsibilities - Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Advisors throughout processes of client implementation, maintenance, and communication. - Thorough knowledge of core Wealth and Bank operating platforms specific to Fiduciary services. - Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts. - Understanding and ability to articulate full scope of JFG products and services. - Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently. - Fiduciary responsibilities include but are not limited to: understanding and assisting with Estate valuations, insurance claim processing, Will File, Vault and procedures, probate and other post death processes, and insurance trusts monitoring. - Trade execution and verification at the direction of the Wealth Fiduciary Advisor. - Responsible for review, disbursement, and updating of required reports (outlier reports, account synoptic, direct to hold letters, investment policy statement updates, etc.). - Process various client requests including but not limited to; wire transactions, funds transfers, and requests for distributions. - Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements. - Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions. - Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events. Coordination of meetings, calendar management, answering phones, filing, and processing of mail. Job Requirements - Bachelor’s degree with minimum 2 years experience in the financial services industry and/or Wealth services. Work experience may be considered in lieu of education. - Excellent oral and written communication skills; proven organizational, analytical and follow up skills. - Proficient with MS Office Suite of products, trust accounting systems and bank operating systems. - Investment custody and/or Trust accounting system knowledge highly desired. - Experienced WM Assistants will have working knowledge of specific software (i.e. Financial Planning software, Trading Calculators, etc.).
Category
Trust/Wealth Management
ID
2020-1805
Job Locations US-WI-Milwaukee | US-WI-Whitefish Bay | US-WI-Mequon
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
2020-1803
Job Locations US-WI-Racine
Johnson Financial Group is looking for an IT Infrastructure Manager! Under the direction of the Chief Technology Officer, a highly customer-centric individual in this role will play an integral part in Johnson Financial Group’s Digital Transformation.   The role will be accountable to Lead the team as well as Run, Grow and Transform all of the infrastructure domains including data center, virtualization, compute, storage, network, voice, authentication, database and security technology.   This leader will collaboratively create infrastructure strategies, roadmaps, define objectives, develop and maintain a budget, oversee policies and procedure development in alignment with the overall IT and business strategy.  This role leads direct reports by establishing priorities and activities for team members, maintaining high quality deliverables for critical architectures, keeping projects on schedule, attending service level agreements in a combination of an on premise and cloud environments.     We’re looking forward to a candidate with strong communication and people skills with proven management abilities that has a passion for mentoring. They will be a highly motivated, results oriented individual that’s able to build good partnerships with internal associates and vendor partners. This individual will champion IT standards, procedures and policies to all the business units within Johnson Financial Group.   You will have the opportunity to: - Lead. Leads, coaches, holds accountable, develops, and mentors direct reports.  Develops and manages relationships with key vendors for infrastructure support.  Displays strong teamwork and supports team decisions.  Negotiation of contracts and SLAs.  Drives value from consultant and contracted service providers.  Leads major infrastructure projects.  Prepares and manages project, capital and expense budgets. Identifies cost saving opportunities and apply effective cost management measures.  Highly motivated for success at all levels. - Run. Oversees day-to-day operations and change management of the infrastructure domains.  Collaborates closely with Information Security to ensure Infrastructure operations/growth of Cybersecurity technology is meeting requirements.  Ensures high availability of key infrastructure hosted both internally and externally.  Oversees monitoring, establish and control critical KPIs to report and document delivered IT services quality including support, planned or unplanned outages.  Accountable for IT Disaster Recovery Strategy/Program as well as data and system backup/recovery. - Grow. Work to enhance, improve, and upgrade infrastructure domains.  Creates and executes infrastructure roadmaps to support IT/business growth and operations.  Establishes and implements standards for infrastructure life cycle management. - Transform. Responsible for exploring and deploying migration of infrastructure, applications, and data to a hybrid or fully cloud model.  Accountable for modernizing the workplace technologies by maximizing value on Microsoft Office 365 cloud offering.  Explores and partners with development team and co-deliver a Continuous Integration Continuous Delivery CI/CD capability.  Works closely with Architecture function on transformative initiatives.   An ideal candidate must possess: - Bachelor’s Bachelor Degree in Computer Science or related technical/business field. - Minimum 12+ years of Infrastructure experience with at least 5+ years in a leadership role within a complex corporate operating environment. - Experience managing or leading major IT projects for a complex company is required. - Strong technical background and/or experience in IT Infrastructure technologies (especially technologies like Microsoft Active Directory, VMWare, PaloAlto, Citrix, Cisco ASA/Routing/Switching/Wifi, Voice over IP, MSSQL databases etc.) - Demonstrated experience in O365 transition and leveraging maximum value in solutions provided by Microsoft. - Hands-on experience with implementing cloud solutions from AWS & Azure. - Licenses/Certificates:  CCNA, CCDA, MCSA, MSCE, or similar, are a strong plus.   
Category
Information Technology
ID
2020-1799
Job Locations US-WI-Milwaukee | US-WI-Green Bay | US-WI-Janesville | US-WI-Madison
The Loss Control Engineer is responsible for supporting the agency by providing an overall assessment of risk for renewal and new business prospects.   KEY RESPONSIBILITIES - Perform loss control surveys of property and casualty exposures, accident investigations and client-based consultative services, including evaluations of risk management programs and safety procedures. - Provide loss control support and education to Producers and support staff in regions. - Successfully provide subject matter expertise during the Johnson Advantage Process regarding loss control risk assessment. - Assist Producers in the development and execution of marketing campaigns for targeted prospects.   JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS - Bachelor’s degree in Safety Management, Risk Management and Insurance, Business Management, Industrial or Environmental Engineering, Occupational/Industrial Safety and Health, or related field, required. - A professional Risk Management designation or willingness to attain a professional designation within 24 months required.  - Three years of safety or property/casualty insurance experience, preferably with a multi-line commercial insurance carrier, required. - Valid driver’s license and good driving record required. - Ability to travel.
Category
Insurance
ID
2020-1797
Job Locations US-WI-Hayward
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
2020-1794
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
2020-1789
Job Locations US-WI-Burlington
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
2020-1788
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
2020-1777
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
2020-1773
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
2020-1772
Job Locations US-WI-Mount Pleasant | US-WI-Green Bay
Position is responsible for all aspects of client account servicing.  Owns the Johnson Insurance client relationship by providing day to day service and coverage solutions that meet our client’s needs and expectations.  Acts as a business partner to all Johnson Insurance and Johnson Financial Group Associates.   KEY RESPONSIBILITIES Position Specific Responsibilities - Responsible for coverage analysis and re-marketing. - Delivering client presentations - Responsible for effectively handling all levels of correspondence. - Maintaining existing electronic files, responding to telephone, email or fax inquiries from both clients and companies. - Reviewing in-force renewals working closely with producers in all areas, as applicable. - Work as a team with other insurance service associates. - Follows agency workflows and procedures. - Utilizes Agency Management, CIC, CRM and DocuSign systems appropriately - 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 - Alerts management of potential Errors & Omissions immediately upon discovery. - Responsible for ensuring exceptional data integrity within all Agency systems and processes.   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. Job Requirements - 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 to stay abreast of emerging technology essential. - Ability 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
2020-1769

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