Private Banking Specialist

Key Responsibilities

• Understand and articulate full scope of JFG products and services.
• Accurately open, close, and perform maintenance on accounts within bank operating systems including the administration of the NAICS coding assignments.
• Proactively assist and train clients on effective use of full breadth of JFG products including on-line and mobile banking solutions.
• Afford assistance with loan requests including: compiling information for loan packages, requesting document preparation, preparing and reviewing documents for accuracy prior to closing and submitting closed loans for processing.
• Research and assist in resolving client inquiries and issues to resolution; display initiative to problem solve and escalate when appropriate, have the ability to work independently.
• Prepare correspondence, documents, reports, proposals, and other administrative work as requested.
• Proactively schedule client appointments and meetings, act as the key liaison for organizing and managing Private Banking events.
• Utilize effective use of the JFG CRM system as the primary tool for managing client relationships.

Job Requirements

• Bachelor’s degree and minimum of 3 years experience in the financial services industry with at least 1 year in a Relationship Banker role; work experience may be considered in lieu of education.
• Consumer or commercial credit experience highly desired.
• Excellent interpersonal skills, a high degree of business professionalism, initiative, and ability to manage multiple tasks and prioritize without sacrificing quality.
• Prior proven organization and analytical skills; attention to detail and thorough follow-up skills critical.
• Excellent oral and written communication skills.
• Proficient with full MS Office Suite of products and all applicable bank operating systems.
• National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008 required.