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; ability to effectively utilize JFG 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.