Private Banking Specialist

About the role

Primary responsibility is to provide banking and portfolio administrative support to Private Banking Relationship Managers within a specific geographic area. The Private Banking Specialist must be able to work with highly confidential information while delivering an exceptional level of professionalism that will enhance the Johnson Financial Group experience and positively impact new business development, client referral and retention efforts.

Responsibilities

• Understanding of and ability to articulate the full scope of JFG products and services.
• Responsible for accurately opening, closing, and performing maintenance on accounts within bank operating systems, including the administration of NAICS coding assignments.
• Proactively assist and train clients on effective use of the full breadth of JFG products, including online and mobile banking solutions.
• Assist 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.
• Process various client requests, including but not limited to wire transactions, funds transfers, line draws, and loan payments.
• Research and assist in resolving client inquiries and issues to resolution; display initiative to problem‑solve and escalate when appropriate, and work independently.
• Prepare correspondence, documents, reports, proposals, and other administrative work as requested.
• Proactively schedule client appointments and meetings, acting as the key liaison for organizing and managing Private Banking events.
• Utilize the JFG CRM system as the primary tool for managing client relationships.

Requirements

• Bachelor’s degree and a 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 the ability to manage multiple tasks and prioritize without sacrificing quality.
• Proven organization and analytical skills; attention to detail and thorough follow‑up skills are critical.
• Excellent oral and written communication skills.
• Proficient with the full Microsoft Office Suite and all applicable bank operating systems.
• National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act of 2008 required.

Culture & Diversity

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.