Johnson Financial Group · 1 day ago
Branch Manager
Johnson Financial Group (JFG) has an exciting opportunity available as a Branch Manager! The Branch Manager is responsible for building and leading a high-performance team to meet and exceed client service, sales, and financial goals while promoting a personalized Client Experience.
Financial ServicesInsuranceLocal Business
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
Qualification
Required
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
Benefits
Eligible for our company performance bonus plan
As a birthday present, enjoy your birthday off - paid!
Company
Johnson Financial Group
Johnson Financial Group is a provider of banking, wealth, and insurance products and services in Wisconsin and Arizona.
Funding
Current Stage
Late StageRecent News
BizTimes Milwaukee
2025-09-12
2025-09-02
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