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Private Banking Manager
Private Banking Manager-March 2024
Racine
Mar 28, 2026
About Private Banking Manager

  JOB REQUIREMENTS: Job Description Overview The Private Banking RegionalManager is responsible for leading a high performing sales team todelight our clients and meet or exceed revenue goals for Private Bankingin assigned markets. This position will assist in the businessdevelopment initiatives for JFG through client and prospectpresentations across one or multiple regions, and collaborate withOneJFG partners to bring the full value of JFG - Banking, Wealth andInsurance - to clients. The position is the business expert indevelopment, implementation, and administration of Private Banking salesgrowth strategies and as the associate directly responsible for ensuringconcierge level client experience Key Responsibilities Development andexecution of a strategic business plan to achieve new Target Marketclient acquisition, business line referrals and product/business linepenetration inside portfolios; achievement of retention objectives; andconsistent portfolio growth across assigned market(s). This is aRegional Leadership \"player/coach\" role accountable for significantteam revenue growth. Deliver a distinctive client experience across themarket that leverages our unique value proposition through the referralof investment management, financial planning and advisory servicesspanning wealth, mortgage, insurance, brokerage and commercial banking.Responsible for managing Private Banking RM\'s, Private Client ServicesPortfolio Manager and Private Banking Assistants across one or moreregions. Develops and manages workflows and procedures which promoteefficiencies and effectiveness. Champions consistent delivery of PrivateBanking standards, oversee work flow and processes to ensure standardsand controls are in place for effective and profitable operation of thebusiness line. Actively manage inherent risks by adhering to internalpolicies and procedures, regulatory and statutory requirements andexercising sound judgment. Develops management and compliance reportsused to support business decisions and assist in internal/externalaudits and exams within defined markets. Develop and maintain strongworking relationships with other JFG business partners to enhance theclient\'s total banking relationship resulting in measurable marketshare growth. Ability to articulate and conversant in all aspects of ourbusiness offerings as well as financial industry topics/trends andfinancial planning topics Thorough management of complex financialsolutions in deposit and credit products; including: communication,implementation, maintenance and on-going administration of the clientrelationship. Utilizes and champions effective use of the JFG CRM systemas a primary tool for managing client relationships. ManagementEffectively communicate performance expectations; monitor and holdstaff... For full info follow application link. Equal OpportunityEmployer of Minorities, Females, Protected Veterans, and Individualswith Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/C6479C5091C84891

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