Private Banking Specialist

JOHNSON BANK • Madison, WI • 1h ago

JOB REQUIREMENTS: Overview Primary responsibility is to provide banking
and portfolio administrative support to Private Banking Relationship
Managers within a specific geographic area. The Private Banking
Specialist must be able to work with highly confidential information
while delivering an exceptional level of professionalism that will
enhance the Johnson Financial Group experience and positively impact new
business development, client referral and retention efforts. Key
Responsibilities Understanding of and ability to articulate full scope
of JFG products and services. Responsible for accurately opening,
closing and performing maintenance on accounts within bank operating
systems including the administration of the NAICS coding assignments.
Proactively assist and train clients on effective use of full breadth of
JFG products including on-line and mobile banking solutions. Assists
with loan requests including: compiling information for loan packages,
requesting document preparation, prepare and review documents for
accuracy prior to closing and submitting closed loans for processing.
Process various client requests including but not limited to; wire
transactions, funds transfers, line draws and loan payments. Research
and assist in resolving client inquiries and issues to resolution;
displays initiative to problem solve and escalate when appropriate, has
the ability to work independently. Prepare correspondence, documents,
reports, proposals, and other administrative work as requested.
Proactively schedules client appointments and meetings, acts as the key
liaison for organizing and managing Private Banking events. Utilize
effective use of the JFG CRM system as the primary tool for managing
client relationships. Job Requirements Bachelor\'s degree and minimum of
3 years experience in the financial services industry with at least 1
year in a Relationship Banker role; work experience may be considered in
lieu of education. Consumer or commercial credit experience highly
desired. Excellent interpersonal skills, a high degree of business
professionalism, initiative, and ability to manage multiple tasks and
prioritize without sacrificing quality. Proven organization and
analytical skills; attention to detail and thorough follow-up skills
critical. Excellent oral and written communication skills. Proficient
with full MS Office Suite of products and all applicable bank operating
systems. National Mortgage Licensing System (NMLS) registration under
the terms of the Safe Act of 2008 required. 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. Equal Opportunity Employer of Minorities,
Females, Protected Veterans, and Individuals with Disabilities
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/C5A7503F49A34559

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