What are the responsibilities and job description for the Branch Manager position at Johnson Financial Group?
Overview
Johnson Financial Group (JFG) has an exciting opportunity available as a Branch Manager!
As Wisconsin’s largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As a key leader and highly visible role within the organization, the Branch Manager is responsible for building and leading a high-performance team to meet and exceed client service, sales, and financial goals. It’s important in this role that the Branch Manager promotes and upholds standards for a personalized Client Experience and creates an environment that promotes relationship building with clients, peers, and business partners.
At JFG 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 culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You’re welcome here.
Primary Responsibilities:
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Johnson Financial Group (JFG) has an exciting opportunity available as a Branch Manager!
As Wisconsin’s largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As a key leader and highly visible role within the organization, the Branch Manager is responsible for building and leading a high-performance team to meet and exceed client service, sales, and financial goals. It’s important in this role that the Branch Manager promotes and upholds standards for a personalized Client Experience and creates an environment that promotes relationship building with clients, peers, and business partners.
At JFG 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 culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You’re welcome here.
Primary Responsibilities:
- Business Development. Ability to maintain and grow your assigned book of business. Engage and lead team through a sales process relative to proactive business development focused on Mass Affluent, Emerging Market, and Target Market clients. Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
- Community Engagement. Deepen current and build new local partnerships within the community. Actively participate within the area to ensure that Johnson Financial Group’s reputation is strong, and to enhance new and existing business opportunities. Proactively recruit and maintain a pipeline of candidates within the area who display requisite job skills and exhibit values consistent with Johnson Financial Group.
- Financial Management. Understand and monitor balance sheet and financial performance to consistently achieve financial goals. Use financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures.
- Sales Management. Execute strategic sales management processes aligned with our business strategy to enhance bottom-line sales results. Lead, coach, and develop branch associates to grow whole client relationships by proactively engaging in professional conversations to uncover needs and custom tailor solutions unique to each individual to acquire, deepen and expand client relationships. Effectively break down goals and targets appropriate tactics/processes for team to execute to achieve assigned goals.
- Associate Growth and Development. Proactively coach associates to leverage strengths and develop skills as needed to address identified gaps; conduct one-on-one meetings and provide timely feedback and appraisal of appraise performance. Provide development opportunities for staff aligning with their career goals and develop ‘bench strength’ for key positions.
- Operational Excellence. Actively manage risks by adhering to internal policies and procedures, regulatory requirements and for following sound, ethical banking practices. Assist branch associates with handling transactions and escalated issues when necessary.
- Adaptability. Utilize and embrace new technology to enhance the client experience. Communicate, support, and implement important corporate, business, and market changes with the team.
- OneJFG. One Team. Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business, serving our clients’ full financial needs. As OneJFG, you build and maintain strong relationships internally. You foster an environment within your branch that encourages collaboration across business functions.
- Bachelor’s degree preferred; relevant work experience will be considered in lieu of degree.
- 5 years banking industry sales, management, and lending experience; business credit skills and business lending a plus
- Proven outside business development skills preferred including active community involvement, board participation (membership preferred), and strong networking skills.
- National Mortgage Licensing System (NMLS) registration required.
- Eligible for our company performance bonus plan
- As a birthday present, enjoy your birthday off - paid!
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
