JOB REQUIREMENTS: Overview The Private Client Banking Relationship
Manager (PCBRM) is responsible for delighting our clients by proactive
business development and portfolio management for the highest segment of
our Private Client Banking portfolio as defined by income and investable
asset levels. The PCBRM position is accountable for significant loan,
deposit and revenue growth and the management of complex financial
solutions and transactions. The individual will act as the lead
relationship manager and responsible party for delivery of all JFG
products and services. Key Responsibilities Development and execution of
an individual business plan to achieve new client acquisition, business
line referrals and product/business line penetration inside portfolios;
achievement of retention objectives; and consistent portfolio growth in
the PCB segment. Responsible for significant growth in core banking
portfolios (loan and deposit production) and revenue growth. 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, 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. Match
prospect 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. Job Requirements Minimum of 6 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, CFTA, CFA, ChFC, and/or FINRA licenses
highly desired. Experienced Private Client Banking RM's are required to
have an advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA, or JD.
Financial Planning will be preferred of associates in concert with
Wealth Management advisors Strong working knowledge of MS Office
products; 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/FFBE4247AA3B4879
