Bank Five Nine jobs in Oconomowoc, WI - 38 jobs

Job DescriptionExcellent opportunity for a motivated Mortgage Lender to join our growing team! Bank Five Nine is a 162 year old relationship bank offering custom financial solutions made possible by our responsiveness, expertise, ease of doing business and local philosophy. Looking for a Mortgage Lender. We offer a full suite of lending products including FHA, VA, USDA, Conventional, Construction and Portfolio Bank Products to meet all of our customers' lending needs. Our loan officers have local, dedicated underwriters and processors who live and work in the communities we serve. What makes Bank Five Nine a Great Place to Work? Continuous, Sound Growth Employee Leadership with decisions made locally by bank employees who live and work in the communities we serve. Family Centric Vision offering a variety of work schedules for work/life balance; wellness program and more. Employee Development through ongoing training, a culture of mentorship and support. Requirements: Bachelor's degree in business, finance, related field or equivalent experience. A minimum of two years of progressively responsible retail lending experience. Thorough understanding of loan documentation criteria, financial institution services, products, policies and procedures. Experience in underwriting or analyzing financial information. Possesses basic keyboarding skills and the ability to navigate in a Windows environment. Experience in generating external loans. Holds a valid driver's license. Possesses an NMLS ID or meets the NMLS licensing requirements. Additionally, we offer a total rewards program that provides competitive compensation, recognizes individual achievement, and offers a comprehensive suite of benefits to enrich your working experience, including: Competitive Compensation, Paid Holidays and PTO, 401(k) with Matching Contribution, Health, Dental & Vision, Life, LTD/STD, 24/7 Employee Assistance Program, Wellness Program, Discounts and Services Program, and No Fee Employee Savings and Checking Accounts. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status

This position is a primary source of contact for all Johnson Financial Group Consumer, Private, Business Banking and Mortgage clients and bankers, through various methods including but not limited to phone, email, message center and chat. In addition to providing exceptional client service, associates are responsible for providing simple solutioning options to meet client needs. Associates in this role may work on corporate projects and provide input and recommendations on how best to implement and support corporate initiatives. KEY RESPONSIBILITIES * Provides an exceptional client service experience to Consumer, Private, Business Banking and Mortgage clients both over the phone and via and other communication channels. * Assists clients with the Consumer, Private, Business Banking and Mortgage products including but not limited to online banking enrollments, bill pay service requests, password reset, account lock out, mobile banking, remote deposit capture, personal finance management, deposit and loan account inquires, escrow analysis, mortgage payment processing and statement inquiries. * Assists Consumer, Private, Business Banking bankers with product, policy and procedural inquires in support of our clients. * Acts as an advisor to account owners. Proactively works to identify needs of the client provides simple solutions and generates referrals to line of business partners, as appropriate. * Responds to client inquiries, and concerns in a professional and timely manner, utilizing the CHOICE connection model, and promoting one call resolution whenever possible. * Follows bank policy and department procedures to mitigate risk to the bank, and the client, while still making it easy for people to do business with us. * Completes all work with a high level of accuracy and assures compliance with all applicable bank policies and procedures, as well as all applicable state and federal banking regulations. * Knowledge of full portfolio of JFG products; ability to cross-sell products and services and scheduling client appointments for more complex needs. * Responsible for establishing, building, and maintaining strong internal relationships across all lines of business to ensure consistent referral activities. * Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and schedule appointments for more complex client needs. * Consistently meets or exceeds cross sell/referral goals. REQUIRED EXPERIENCE * High school diploma required. * Strong customer focus and desire to deliver exceptional customer service. * Prior customer facing or banking experience preferred, previous call center experience is a plus. * Strong verbal and written communication skills and the ability to interact professionally within a diverse group of stakeholders. * Ability to multi-task in a fast-paced environment, including answering multiple client inquiries across multiple platforms. * Strong knowledge of Consumer, Private, and Business Banking products and services is desired. * Ability to make decisions, within corporate policy guidelines, that make it easy for clients to do business with us. * Solid PC skills including Microsoft Office suite device operating systems and browser support preferred. * Ability to adapt quickly to different customers and situations. * Possesses strong organizational and problem-solving skills. * Ability to work independently and as a team. Come as you are. 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.

This position is responsible for customer support and operational processing for Treasury Management (TM) products and services. TM products and services supported include, but are not limited to: Access JFG, remote deposit capture, positive pay, collateral allocations, sweeps, lockbox processing, XAA billing inquires, etc. Support for internal and/or external clients in a customer contact center environment. KEY RESPONSIBILITIES Position Specific Responsibilities * Assists customers with service issues for the TM suite of products and services. * Independent troubleshooting to resolve service requests of varying complexity upon first contact with the client whenever possible for a TM Products. * Recognize service-related patterns and analyze the issues to escalate situations as appropriate to line of business partners. * Interacts effectively with customers and line of business partners on a regular basis using effective oral and written communication skills. This may include via telephone, email, written documents, and internal IM. * Specialists have a certain level of autonomy when making decisions or communicating to others. The Specialist is expected to collaborate with other associates and leadership regarding critical matters and decisions. * Required to meet established service level agreement (SLA) standards for calls, electronic messages, and operational tasks. SLA's include but are not limited to: time associate is in available status for calls, average speed to answer, hold times, number of calls answered & abandon rates, message response/resolution times, completion of operation tasks, etc. * Escalates incident/service requests that cannot be resolved within the SLA. * Participates in educational opportunities including review of product upgrades, product enhancements, and participation in advisory/professional groups, forums and conferences. * Partner with other departments to research and solve operational, system and training issues as necessary. * Participates in departmental and corporate projects or initiatives to ensure understanding and translate the impact of the project in relation to the roll of the TM Support team through communication and procedural updates. Job Requirements * Strong customer focus and able to deliver exceptional customer service. * Relevant experience in banking or related field preferred. * Proficiency in Outlook, Word and Excel required. * HS Diploma Required. * Good verbal/written communications skills. * Ability to work independently. Come as you are. 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.

The Wealth Fiduciary Assistant - Family Office's primary responsibility is to provide comprehensive support for certain complex ultra-high net worth family relationships. This role will be responsible for delivering a high degree of business professionalism that will enhance the client experience. Key Responsibilities * Core business understanding of Fiduciary services and Wealth business strategy to proactively support Fiduciary Administrators 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. * 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 Will File, Vault and procedures, Estate valuations, insurance claim processing, probate and other post death processes, and insurance trusts monitoring. * 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.) Come as you are. 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.

Friendly, authentic and relationship-oriented? Raise your hand (and apply here) if that's you! We have an exciting opportunity for a Corporate Assistant Branch Manager who invests time in people, communicates clearly and listens intently to meet the needs of customers and their team. As a Corporate Assistant Branch Manager, you will acquire new and cultivate long-term business and consumer relationships, manage banker performance and development, and refer customers to other business partners within Bank Five Nine. This position will be located at our Corporate branch in Oconomowoc. Essential Functions: The Corporate Assistant Branch Manager responsibilities include: Actively coaches staff and ensures the transfer of learning necessary for employee development and engagement. Leads by example and helps to create a positive and inclusive environment. Assists in resolving customer issues in a tactful, effective manner and explains Bank Five Nine policies. Ensures the staff delivers distinctive customer service. Works to resolve internal and external customer issues promptly and courteously. Ensures compliance with all banking laws and regulations. Partners with branch management team to ensure achievement of branch goals The Corporate Assistant Branch Manager is a role model for our employees and customers and consistently reflects the Bank Five Nine brand. Must Haves: Bachelor's degree or equivalent work experience Minimum of 7 years of experience in a retail banking environment Minimum of 5 years of management experience in retail banking Proven success as a coach and/or trainer of a retail banking team Established record of acceptable audits and compliance expertise Proven knowledge of the bank's products and services Proven knowledge of bank regulations and policies Advanced proficiency with Word and Excel Possesses an NMLS ID or meets the NMLS licensing requirements. Preferred to Have: Thorough knowledge of the bank's products and services Thorough knowledge of bank regulations and policies Wisconsin life license Why Bank Five Nine: We've been in business over 161 years, and we're just getting started! Bank Five Nine is on a mission to make lives better for the Wisconsin communities that we have been honored to serve since1859! We're excited to be named a Top Place to Work for twelve years in a row and proud to be a place that people love to come to work every day. We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker! 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 the face of the bank, the Senior Relationship Banker's primary goal is providing a highly personalized level of service, empowering you to handle any presented need, and from there, deepen relationships with individually customized solutions. You will 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 Target Market clients for their core banking needs. You make a real impact on every client you serve by helping them financially protect their most important asset - their family. 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. Key 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. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client's unique situation. * Utilize and embrace new technology to enhance the client experience. * Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. * Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs. * Partner with your branch team to remain familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. * Adheres to established operational procedures and controls for security and safety policies. * In addition to client relationship management, you may be asked, at times, to cover the teller line and perform cash handling duties. * Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources. Qualifications and Benefits: * 3+ years financial services experience; lending experience highly desired * High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically! * National Mortgage Licensing System (NMLS) registration will be obtained upon hire * Excellent client service and communication skills essential with a genuine care and passion for helping people * Eligible for our company profit sharing bonus * Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started * As a birthday present, enjoy your birthday off - paid! #wayup Come as you are. 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.

The Loan Quality Specialist possesses a thorough understanding of the principles governing loan documentation and security interest. They are responsible for ensuring that loans are documented according to the approved credit presentation and in accordance with state and federal laws. KEY RESPONSIBILITIES Position Specific Responsibilities * Ensures that all internally prepared consumer and commercial loans, extensions, modifications, and renewals and Lease Documents documented according to the approved credit presentation in accordance with the Bank's loan policy and are in compliance with applicable banking regulations as well as any other requirements designated by the credit approval authority. * Performs pre-closing and full file audits for commercial leases, commercial and consumer loans documented through the loan documentation system to ensure compliance with credit, regulatory and collateral terms of the approval. * Reviews title reports, UCC searches and other collateral perfections to ensure that the chain of title is satisfactory and does not contain exceptions that are unacceptable to the bank. * Works with commercial and consumer lending documentation associates to provide detailed analysis of findings along with action plan for required resolution. * Maintain knowledge of commercial and consumer loan documentation requirements, and Commercial Lease Documents, and remains current on all pending and proposed state and federal regulatory changes impacting commercial and consumer lending and leasing. * Maintain and update Pre-Close procedures. * Conducts a comprehensive and timely post loan closing review of commercial and consumer loan packages and leasing packages, ensuring service level agreement (SLA) is met. * Records liens on collateral and ensures collateral is perfected per loan approval, make any necessary changes on Recorded Documents that are rejected or received back from register of deeds due to incorrect information or changes in legal description or other pertinent information. Research as needed and Re-Record document to ensure collateral lien position perfected correctly. * Other duties as assigned. Job Requirements * 3 -5 years' experience in the financial services industry preferred. * Good understanding of consumer loan documents, commercial loan document experience a plus. * Must possess excellent analytical and communication skills. * Above-average computer skills and demonstrated proficiency in Microsoft Office applications (Word, Excel). * Excellent interpersonal skills and relationship building skills. * Must demonstrate attention to detail and accuracy, ability to multi-task. Come as you are. 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.

Responsible for the accurate and complete preparation of loan closing documentation and timey funding for all residential mortgage loans. Preparation of closing documents to be completed in accordance with company and investor policies and requirements. Hybrid work schedule Position Specific Responsibilities * Prepare and review loan closing and funding documentation in an accurate and timely manner for all residential mortgage loan products. * Complete all internal funding documentation and distribute as needed. * Confirm all closing documents are accurate and prepared as loan was approved by Underwriting. Review and confirm acceptance of all closing conditions as assigned by Underwriting. * Work closely with Title Companies and internal business partners to research and resolve transaction concerns. * Confirm adherence and compliance with all applicable bank, regulatory and investor guidelines. * Coordinate the details of closing with LO's and Title Companies. * Perform duties and responsibilities specific to department functions and activities, or as assigned by supervisor. * Maintain current knowledge of lending products, systems and processes. Required Experience * High School graduate or equivalent. College level coursework preferred * Proficient computer skills, including Microsoft Office suite and Windows-based software * Previous mortgage experience preferred. * Must be comfortable and able to work in a fast-paced environment. Come as you are. 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.

As a member of the Wealth leadership team, the Director of Wealth Sales Distribution will be accountable for overall leadership and management of sales distribution for Wealth services to include Consumer, HNW, RPS, Private Client, and Institutional Services. Meet established profitability and growth targets while instilling a culture of accountability. Position Wealth distribution for sustainable growth using appropriate sound business modeling. Recruit and retain advisor talent. Must have a thorough understanding of business partner relationships, vendor management, regulatory and compliance. Key Responsibilities: Day-to-day * Aligning the Wealth sales distribution with Wealth and Corporate objectives, goals and projects that impact all associates. * Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions. * Provide development opportunities for staff aligning with their career goals and develops 'bench strength' for key positions. * Proactively recruit and maintain a pipeline of advisor candidates and teams who display requisite job skills and exhibit values consistent with Johnson Financial Group. * Build a distribution team that reflects the communities we operate in and the clients we want. * Provides strategy and direction for pricing, product, and coordinates product definitions. * Ensures strategic targets are met including distribution, growth by segment and service delivery to client relationships. * Expertise in balancing pricing, growth and account quality. * Thorough understanding of all aspects of business in order to accurately budget, forecast, explain and analyze financial performance. * Use industry insights and developments, changes and trends to assist in positioning Wealth for the future. * Maintain strong industry networks through various external contacts and community participation. * Builds partnerships across JFG lines of business to assist team in cross-selling. * Models exemplary behaviors and actions for associates. Associate 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. * Create environment where advisor candidates and teams who display requisite job skills see JFG as an employer of choice * Create and sustain an environment which supports teamwork and mutual respect. * Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. * Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities. * Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures. * Models exemplary behaviors and actions for associates. * Ensure a consistent client experience including key service offerings and deliverables across each applicable client segment. 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. * Use customer insights and data to assist in developing growth plans Qualifications: * 15 or more year's previous experience in financial services, preferably in a Bank Trust Company and RIA environment, advanced designations and/or preparatory work or guidance may be assessed in lieu of some of the experience requirements * Bachelor's degree in finance, accounting, or business required; advanced degree preferred. * Extensive expertise in the areas of business and sales management in the financial services sector. Demonstrating team sales success through outcomes. Come as you are. 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.

The Wealth Training Consultant I identifies, designs, and delivers learning experiences that improve on the job performance and promote continuous subject matter expertise for Wealth Operations and front office support associates. Using a variety of delivery methods, designs content that engages learners regardless of their level of expertise. Evaluates learning effectiveness through rubrics that evaluate if learners have mastered disciplines and continuously enhances training materials and methods as needed. KEY RESPONSIBIITIES * Assist in the review of existing and creation of new Wealth Operations (back office and field) processes and procedures. * Assist in the implementation of the Wealth Operations training program that partners with business leaders to create and maintain content, establish standard delivery and learning evaluation methods, and consolidate Wealth operations (back office and field) procedures into a common location and format. * Conducts back office and field needs assessments and consults with Sr. Training Consultant, team members or other key stakeholders to identify operational training needs related to Wealth operational processes and procedures, and operational control systems executed through various Wealth systems, including but not limited to: Pershing NetX360, Tamarac, OnBase, CRM Service Case portal, InvestEdge, etc. * Assist in establishing training programs for new associates, as well as reinforcement/on-going learning for existing associates, specific to job functionalities in Wealth Operations. * Assist in the selection of appropriate delivery methods (instructor-led training, Wealth Power Half Hours, e-learning, blended learning, job aids, off-the-shelf vendor hosted learning events, etc.) to ensure learning needs are effectively and efficiently met. * Applies best practices and adult learning theory to course design and facilitation. * Proficiently uses technology options for designing and facilitating learning events - i.e., webinars, Teams, virtual instructor-led, etc. to enhance participant experience and transfer knowledge and skills. * Collaborate with business partners to stays current with regulatory updates and Banking industry changes and updates existing procedures accordingly. * Partners and utilizes internal talent to design and deliver training as appropriate JOB REQUIREMENTS, EDUCATION, KNOWLEDGE, AND SKILLS * Associates degree or equivalent work experience * 1-2 years' work experience in related area or with transferable skills * Hands-on experience coordinating multiple training events in a corporate setting highly desired * Strong communication skills * Well-developed organizational skills including the ability to manage and prioritize multiple assignments and a wide range of tasks * Demonstrated technical expertise in the use of computer software products including Word, Excel, PowerPoint, Outlook, Adobe Acrobat and SharePoint * Knowledge of online learning systems is preferable. Come as you are. 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.

Job DescriptionYour superhero resume shows you have what it takes to solve the world's problems... small or large scale. But even superheroes look for that next challenge! As a Universal Banker II, your focus will be on creating a lasting impression with our customers and finding unique solutions to their financial hurdles. Sounds pretty great, right?! And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 16 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work For by American Banker! If you're looking for a career that's pretty much the same as fixing the world…but in Southeast, WI…okay Oconomowoc. Check us out today! This position is for our Summit branch located at 1300 Summit Ave #100, Oconomowoc, WI 53066 Do you have what it takes? You'll need to: Accurately process banking transactions, Help acquire new banking relationships and open new accounts, Retain and deepen relationships by identifying needs and offering custom financial solutions, Provide account servicing and maintenance, Help educate customers on digital bank solutions that can make their lives safer, easier and better, and Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management) Must-Haves High school diploma or GED Basic keyboarding skills and the ability to navigate in a Windows environment Minimum of 2+ years of retail banking experience Nice-To-Haves Knowledge of bank products and services We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.

Job DescriptionWe've been named a Top Place to Work for 16 years in a row...and we're hiring! As a Credit Analyst 1 at Bank Five Nine, you'll help #makelivesbetter by analyzing the financial health of businesses applying for commercial credit. Your work will play a key role in maintaining the quality of our commercial loan portfolio. This entry-level role is designed to teach you the ropes, with a focus on analyzing less complex loans and renewals. If you have a knack for numbers, love diving into details, and enjoy breaking down financial data, this is a great place to launch your finance career! Location: We will be considering candidates in Arizona, Texas, and Florida. General Responsibilities May Include: Analyzing credit data and financial statements of new and existing commercial loan customers to determine the degree of risk involved in extending credit or lending money. Preparing thorough, objective, and accurate loan presentations, illustrating the degree of risk involved in extending credit; assigning appropriate risk ratings. Analyzing requests for changes to collateral on existing loans Working closely with Commercial Lenders to gather relevant customer information for analysis. Must Haves: Bachelor's Degree in Finance, Accounting, Business, or equivalent experience. Strong understanding of accounting and/or finance concepts Knowledgeable of Microsoft Word and Excel. Possesses basic keyboarding skills and the ability to navigate in a Window's environment. Nice To Have, But Not Required: Minimum of 1 year experience in banking. Minimum of 6 months experience working with commercial credit or lending. Minimum of 6 months experience working with SBA credit or lending. Bank Five Nine is an Equal Opportunity Employer and committed to the full inclusion of all qualified individuals.

The President of Johnson Bank serves as the top executive leader responsible for the strategic, operational, and financial performance of the Bank. Reporting directly to the Chief Executive Officer, this role provides visionary leadership to shape and execute the Bank's long-term strategy, ensuring alignment with the broader goals of the company. The President oversees all banking lines of business-commercial banking & treasury management, consumer, private banking, mortgage and specialty lending groups-and support functions including corporate credit, product solutions and bank operations, ensuring compliance with regulatory requirements and internal governance standards. This executive is accountable for driving financial results, fostering a high-performance culture, and leading innovation to enhance client experience and operational efficiency. As a key representative of the Bank, the President builds and maintains trusted relationships with the Board of Directors, regulators, clients, and community stakeholders. The role demands a forward-thinking, collaborative leader who can inspire teams, navigate complexity, and position the Bank for sustainable growth and success in a dynamic financial landscape. Key Responsibilities * Strategic Leadership: * Develop and execute the Bank's long-term strategic vision in alignment with the broader goals of the company. * Lead enterprise-wide initiatives that drive growth, innovation, and operational excellence across all banking functions. * Serve as a key advisor to the CEO and Board of Directors on banking strategy, market positioning, and emerging risks and opportunities. * Executive Oversight and Governance: * Provide executive leadership and oversight for all banking operations, including all banking lines of business and support areas. * Ensure the Bank operates within a strong governance framework and complies with all applicable laws, regulations, and internal policies. * Represent the Bank in regulatory, industry, and community forums, maintaining strong relationships with regulators and key stakeholders. * Financial and Operational Performance: * Drive financial performance by setting and monitoring key performance indicators (KPIs), managing budgets, and ensuring profitability targets are met or exceeded. * Approve major financial decisions, including credit extensions, investments, and capital expenditures, in accordance with delegated authority and board policies. * Monitor and manage balance sheet composition, liquidity, and capital adequacy in collaboration with the CFO and Chief Risk Officer. * Talent and Culture Stewardship: * Lead, mentor, and develop a high-performing executive team, fostering a culture of accountability, collaboration, and continuous improvement. * Demonstrates and reinforces the values and culture of the organization while creating an inclusive environment. * Oversee succession planning and leadership development to ensure long-term organizational resilience. * Stakeholder Engagement: * Serve as a primary liaison to the Board of Directors for all matters related to the Bank's performance, strategy, and risk posture. * Cultivate and maintain strong relationships with clients, shareholders, community leaders, and business partners. * Act as a visible and trusted leader in the community, representing the Bank at public events, industry conferences, and civic engagements. * Innovation and Transformation: * Drive digital transformation and the adoption of new technologies to enhance client experience, operational efficiency, and competitive advantage. * Lead enterprise-wide process improvement and change management initiatives to ensure the Bank remains agile and responsive to market dynamics. Qualifications * Bachelor's degree in Business, Finance, or a related field * Master's degree in Business Administration, Finance, or related field a plus but not required * 15+ years of experience in the banking or financial services industry, including at least 5 years serving in a C-suite or executive-level role * Proven track record of success in commercial and/or credit leadership as a senior executive * Strong understanding of financial markets and economic trends with familiarity of regulatory compliance and risk management practices * Exceptional strategic planning, strong financial acumen and analytical skills * Demonstrated leadership abilities and management experience * Thorough understanding of banking regulations and compliance requirements * Ability to develop and implement strategic initiatives * Excellent communication and interpersonal skills * Proven ability to work under pressure and manage multiple priorities Come as you are. 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.

The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities. Hybrid work schedule KEY RESPONSIBILITIES Position Specific Responsibilities Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome. Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences. Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents. Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data. Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage. Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act. Responsible for FIS system maintenance of loan payments made via ACH. Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately. Prepares partial release documentation and analysis for management review and approval. Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes. Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process). Identify potential prospects for customer convenience opportunities (i.e., APO, EDO). Job Requirements - Education, Knowledge and Skills 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, fast-paced environment. Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy. Possesses a positive telephone presence ensuring a pleasant client interaction. Possesses strong written and oral communication skills. Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred. Strong working knowledge of the loan servicing platforms preferred. Strong PC skills required including working knowledge of Microsoft Office Word and Excel. Minimum High School Diploma or equivalent. Advanced education/certification preferred. Mortgage Industry experience preferred. Come as you are. 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.

The Financial Advisor plays a vital role in driving growth by developing new business opportunities across securities, mutual funds, annuities, and other licensed products. In addition to cultivating new relationships, this position expertly manages and strengthens existing client portfolios within the local markets. Through proactive outreach and engagement, this role seeks to uncover and pursue potential business prospects, while skillfully cross-selling a comprehensive suite of bank and company products to meet clients' diverse financial needs. Key Responsibilities * Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth. * Achieve significant growth in assets under management and revenue for a profitable book of business. * Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources. * Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services. * Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process. * Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships. * Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business development; relevant work experience may substitute for education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence. * Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively. * Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses. Come as you are. 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.

Originates, monitors and maintains deposit accounts and customer records (CIS) to ensure accuracy and compliance with bank policy and federal regulatory standards. Conducts troubleshooting of complex issues as pertain to Deposit Operations specific functions and provides clarification of policy and procedure. Administers required annual reporting to the IRS. Processes legal requests including levies, garnishments, summons and subpoenas. KEY RESPONSIBILITIES Position Specific Responsibilities * Monitors daily deposit reports and requests, and performs account maintenance and corrections as appropriate (including Safe Deposit Box requests, limit increases and rate exceptions) * Monitors, maintains, and fulfills requests related to MyJFG groups assignments, business linking and BillPay/Zelle/External Transfer limits * Monitors reports, produces notices and conducts maintenance and closure for overdrafts * Communicates with Commercial clients to coordinate the opening, maintenance and closing of Commercial depository accounts * Monitors and coordinates compromised card reissuance (CAMs) * Monitors and coordinates Digital Account Opening * Performs compliance monitoring and produces monthly and quarterly reporting of regulatory errors. * Processes address change requests and coordinates receipt, tracking, and reporting of returned and undeliverable mail * Researches and remits Unclaimed Property data and assets in accordance with state escheatment laws * Provides oversight, review, and maintenance of all Individual Retirement (IRA) and Health Savings (HSA) account activity and acts as IRA/HSA subject matter expert * Administers and maintains records pertaining to annual Internal Revenue Service (IRS) reporting to include federal tax identification numbers and deposit account/bond interest * Oversees updates to accounts of terminated and retired employees based on personnel information provided by Human Resources * Monitors and supports bank compliance with the Customer Identification Program (CIP) mandated by the US Patriot Act by maintaining a strong understanding of federal and internal CIP rules * Monitors and maintains adherence to the federal Beneficial Ownership Rule (BOR) * Receives and processes customer and legal record requests, including summons and subpoenas; performs account transactions in accordance with levy, garnishment, and court ordered requests * Receives, sorts, and uploads deposit documents to the OnBase electronic archive platform * Maintains a strong understanding of account structure and titling with regard to ownership interest as pertains to fulfillment of legal requests, maintaining customer records, and administration of government reporting and the Customer Identification Program * Conducts quality review and makes corrections to Currency Transaction Reports (CTR) prior to submission to AML * Provides advanced operational support and guidance to frontline staff Job Requirements * High School Diploma or equivalent * 2+ years in relevant and/or bank-related experience; Bank Operations experience a plus * Must be team oriented, be able to multi-task and complete tasks within set time frames with a strong attention to detail and accuracy * Strong PC skills with proficiency in Microsoft Office Suite * Good written and verbal skills * Ability to work independently

Under supervision and management of the assigned loan officer, this position will help grow and expand the business as well as process all mortgage loans assigned to that loan officer. Provide high level of assistance to internal and external customers in person and on the phone; assist and maintain contact with clients, realtors, builders and others to maintain and deepen relationships to foster new business opportunities. Review and analyze credit documents for accuracy and compliance with investor/ agency guides. Identify potential problems and discuss them with loan officer and/or supervisor. Send pre-approval letters and sales engine estimates to borrowers when needed. Review purchase agreement, convert file, order title work and appraisals. Disclose compliance documents and mail disclosures with needs list. Follow up with borrower via call/email to ensure timely return of documents. Request information as needed from customers, obtain credit reports, order appraisals, title binders, surveys and tax transcripts as well as mail verification of deposit, verification of employment, and verification of mortgage forms; and update loan files and tracking systems when forms are returned. Review all new loan applications within 72 hours of receipt of file to ensure compliance with all investor agency/federal compliance guidelines. Meet with borrower to gather documents. Serve as the contact for borrowers, sellers, and agents involved in loan file, notifying and working with them to resolve any problems that may arise. Reserve funds with bond authorities and down payment assistance programs. Submit the loan file directly to the underwriting department without prior review from supervisor. If necessary prepare cover letter highlighting compensating factors. Follow up on all outstanding underwriting conditions and resubmit as needed. Provide calculation of borrower's income according to investor/agency guides, including but not limited to borrowers with multiple sources of income. Follow and monitor the schedule of closing with title companies and commitment dates noted in purchase agreement. Prepare loan file for closing, secure MDIA compliance review and hazard insurance binder, H06 for condominiums and PUD's, completion of pre-closing checklist. Review the HUD and communicate closing information to borrowers. Update loan officers with current file status weekly. Keep informed of the trends and developments in the general real estate industry as well as the changing rules and regulations pertaining to all 1st mortgage origination. Assist the loan officers with marketing their services and maintain customer data base of previous mortgage customer to increase volume. Prepare and submit closed loan file to post closing within 24 hours of final disbursement. Assist post closing with any investor pend issues. Remain informed and adhere to all aspects of investor/agency/compliance policies that affect the processing of mortgage loans and remain knowledgeable of all loan programs offered. Assist with the operating day to day functions by producing and maintaining marketing campaigns to drive growth in sales goals, while ensuring delivery of excellent customer service. Related activities include lead generation/qualification, data entry, database management, marketing research and product design. Nurturing relationships with realtors and clients through written communication and events. Develop and create ads for social media posts and flyers. Create annual marketing plan for the upcoming year with projected initiatives for clients and realtors. Client contact and follow up including email, hand written notes and/or gifts. Weekly meetings with loan officers for updates on current projects. Manage marketing inventory and re-order as necessary. Perform other work related duties as assigned by supervisor. Respond in a timely manner to quality control inquiries/exceptions on all audit reviews. Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Job Skills Required: Three or more years mortgage loan processing or loan officer assistant experience. Full understanding of FHA/VA, FNMA, FHLMC, FDIC compliance, ATR/QM, mortgage audit underwriting, appraisal and investor guidelines. Proficient computer and accurate typing skills. Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile. Ability to manage time, prioritize and multi-task. Ability to work extremely well with internal and external customers using excellent written and oral communication skills. Detail oriented with the ability to put puzzle pieces together. Ability to work well with people with diversified personalities. Ability to work as a team member. Self-motivated to research and problem solve.

Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker! 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 the face of the bank, the Senior Relationship Banker's primary goal is providing a highly personalized level of service, empowering you to handle any presented need, and from there, deepen relationships with individually customized solutions. You will 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 Target Market clients for their core banking needs. You make a real impact on every client you serve by helping them financially protect their most important asset - their family. 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. Key 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. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client's unique situation. * Utilize and embrace new technology to enhance the client experience. * Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress. * Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs. * Partner with your branch team to remain familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. * Adheres to established operational procedures and controls for security and safety policies. * In addition to client relationship management, you may be asked, at times, to cover the teller line and perform cash handling duties. * Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources. Qualifications and Benefits: * 3+ years financial services experience; lending experience highly desired * High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically! * National Mortgage Licensing System (NMLS) registration will be obtained upon hire * Excellent client service and communication skills essential with a genuine care and passion for helping people * Eligible for our company profit sharing bonus * Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started * As a birthday present, enjoy your birthday off - paid! #wayup Come as you are. 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.

Job DescriptionInterested in helping to solve all the problems of the world? Ish…that seems like A LOT of work. What if you could take that enthusiasm and apply it on a smaller scale? As a Universal Banker, your focus will be on creating and nurturing relationships with our super cool customers and offering sound banking advice to help solve financial challenges. And since it's clear you enjoy making a difference in people's lives and in your community, we think you'd fit right in with the rest of our crew. In fact, our employees have voted Bank Five Nine a Top Workplace 16 years in a row by the Milwaukee Journal Sentinel, and a Best Bank to Work for by American Banker! If you're looking for a career that's pretty much the same as fixing the world…but in Southeast, WI…okay Brookfield. Check us out today! This position is for our East Brookfield branch located at 12600 W North Ave, Brookfield, WI This is a part time position (up to 29 hours/week) Do you have what it takes? You'll need to: Accurately process banking transactions, Help acquire new banking relationships and open new accounts, Retain and deepen relationships by identifying needs and offering custom financial solutions, Provide account servicing and maintenance, Help educate customers on digital bank solutions that can make their lives safer, easier and better, and Refer customers to internal business partners (i.e. cash management, mortgage, and wealth management) Must-Haves High school diploma or GED Basic keyboarding skills and the ability to navigate in a Windows environment Nice-To-Haves Knowledge of bank products and services Minimum of 1+ year of retail banking experience We are an Equal Opportunity Employer. We are committed to the full inclusion of all qualified individuals.