Private Banking Relationship Manager

Johnson Financial Group; Racine (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

Johnson Financial Group is seeking a Private Banking Relationship Manager to proactively develop new business while managing an existing client portfolio in Wisconsin. You will drive significant loan, deposit and revenue growth and deliver integrated solutions through a OneJFG approach, leveraging deep product knowledge across wealth, mortgage, insurance, brokerage and corporate banking.

The role requires strong relationship management, client acquisitions, and financial analysis capabilities,

Qualifications

• 4+ years in financial industry in client-facing business development
• Experience with credit skills, cash flow, balance sheet and tax analysis
• Knowledge of wealth management, mortgage, insurance and banking products

Responsibilities

• Develop and execute a personal business plan to acquire new Target Market clients and grow portfolios
• Cross-sell the full breadth of JFG products across client relationships
• Deliver distinctive client experiences leveraging Johnson Financial Group's OneJFG approach
• Articulate offerings and financial planning topics to clients across wealth, mortgage, insurance, brokerage and banking
• Discover client objectives and align solutions with business partners
• Collaborate across teams to deliver integrated products and services
• Proactively manage assigned portfolios and drive new business growth
• Use CRM to maintain and grow client relationships
• Meet or exceed sales, cross-sell and referral goals

Skills

Relationship management

Client acquisition

Financial analysis

Education

Bachelor's degree in finance or related field

CFP

CWS

ChFC

Life & Health, Home & Auto Insurance licenses

Tools

MS Office

CRM systems

Job description

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.