Private Banking Relationship Manager

JOHNSON BANK • Milwaukee, WI • 2h ago

JOB REQUIREMENTS: Overview The Private Banking Relationship Manager
(PBRM) is responsible for proactive business development while managing
an existing portfolio of private banking clients. Position is
accountable for significant loan, deposit and revenue growth and the
management of complex financial solutions and transactions. The PBRM
will act as the lead relationship manager and responsible party for
delivery of all JFG products and services thru a collaborative, OneJFG
approach. Key Responsibilities Development and execution of an
individual 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. Responsible for helping clients across all
of their financial goals and striving for significant revenue growth by
making sure clients are taking advantage of all appropriate products and
services. Deliver a distinctive client experience 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. Ability to articulate and
conversant in all aspects of our business offerings as well as financial
industry topics/trends and financial planning topics Understand
client\'s financial objectives through consistent purposeful discovery
process Work within a collaborative environment to deliver the most
appropriate products and services integrating JFG\'s personal and
corporate services. Proactive engage assigned portfolio and match
prospect or client needs with JFG Business Partners to provide solutions
resulting in closed new business and expanding depth of relationship.
Thorough management of complex financial solutions in deposit and credit
products; including: communication, implementation, maintenance and
on-going administration of the complete client relationship. Utilizes
effective use of the JFG CRM system as a primary tool for managing
client relationships. . 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 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... For full info follow application link.
Equal Opportunity Employer of Minorities, Females, Protected Veterans,
and Individuals with Disabilities *** APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/3C7DFDD67C57419A

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