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Johnson Financial Group · 2 hours ago

Business Banking Relationship Manager (RM)

Kenosha, WI

Full-time

Onsite

Senior Level

5+ years exp

Johnson Financial Group is seeking a Business Banking Relationship Manager (RM) to deliver a best-in-class experience for business clients and drive revenue growth. The RM will connect with clients to develop tailored financial solutions, manage client relationships, and meet sales and retention goals.

Financial ServicesInsuranceLocal Business

Work & Life Balance

Responsibilities

Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for our OneJFG partners; including but not limited to treasury management, wealth management, equipment finance, and insurance products and services

Responsible for developing and maintaining quality client and Center of Influence (COI) relationships. Hold regular meetings with business owners and senior executives to develop rapport with decision makers and determine appropriate banking and lending solutions so JFG is viewed as the primary provider, value-added, and trusted financial services partner

Perform timely analysis of client financial statements to determine appropriate credit capacity, leverage, and cash flows sufficient to repay debt obligations. Negotiate and review all loan documentation

Responsible for completing timely banking and credit renewals, annual client reviews, and collecting/reviewing financial statement requirements. Develop and maintain a high-quality deposit and loan portfolio and deepening relationships across other lines of business

Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business

Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals

Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts

Expand new and existing relationships by advising and recommending appropriate solutions that will delight our clients and exceed their expectations

Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business - Banking, Wealth and Insurance

Meets or exceeds client retention goals

Perform proactive customer needs assessments on a regular basis

Give persuasive sales presentations and tailors delivery and material to meet audience needs

Applies sound judgment, innovation and appropriate creativity in management of client relationships

Participate in an active and meaningful role in a community or industry organization