Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

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 lines of business

Meets or exceeds client retention goals.

Perform customer needs assessments on a regular basis.

Give persuasive sales presentations and tailors delivery and material to meet audience needs .

Applies sound judgment, innovation and appropriate creativity in management of client relationships.

Participate in an active and meaningful role in a community or industry organization.

Job Requirements

Minimum of 4 years experience in the financial industry in a client facing business development role.

Financial experience must include demonstrated credit skills, understanding of cash flow management, balance sheet, income statement and tax return analysis.

Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.

Relevant certifications CFP, CWS, ChFC, and/or Life & Health, Home & Auto Insurance licenses highly desired.

Experienced Private Banking RM’s are required to have an advanced designation of CFP, CWS, ChFC, CPA, or JD.. Financial Planning will be preferred of credentialed associates in concert with Wealth Management advisors

Strong working knowledge of MS Office products; ability to effectively utilize JFG Private Banking Operating systems.

This position will cover two regions: Milwaukee and Racine/Kenosha.