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General Counsel Consulting

General Counsel
Consulting
provided
exceptional
service in helping
my organization
recruit for a hard
to fill position.
They did extensive
work on the front
end to understand
our needs and
our culture and
began referring
highly qualified
candidates almost
immediately.

Melinda Burrows
Deputy General Counsel
- Litigation and
Compliance, Progress
Energy Service Company
LLC

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Counsel Jobs > Banking/Attorney/In House/Janesville, Wisconsin Job in Wisconsin > Banking/Attorney/In House/Janesville, Wisconsin

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Banking/Attorney/In House/Janesville, Wisconsin

Refer job# AYSP67790

Private Banking Relationship Manager I III Candidate will be responsible for proactive business development while managing an existing portfolio of private banking clients. Will be accountable for significant loan, deposit and revenue growth and the management of complex financial solutions and transactions. Will act as the lead relationship manager and responsible party for delivery of all Company's products and services. 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. Will be responsible for significant growth in core banking portfolios (loan and deposit) and revenue growth. a distinctive client experience that leverages our unique value proposition through the referral of investment management, financial planning and advisory services spanning wealth, mortgage, insurance, brokerage and commercial banking. Ability to articulate and conversant in all aspects of business offerings as well as financial industry topics/trends and financial planning topics. Understand clients financial objectives through consistent purposeful discovery process. Work within a collaborative environment to deliver the most appropriate products and services integrating Company's personal and corporate services. Match prospect needs with Company's Business Partners to provide solutions resulting in closed new business and expanding depth of relationship. Thorough management of complex financial solutions; including: communication, implementation, maintenance and on-going administration of the client relationship. Complete, timely and accurate documentation of client relationship information. Candidate with a Bachelor's or advanced degree in finance, accounting, economics, business management or relevant area of study is preferred. Work experience may be considered in lieu of education. Relevant certifications CFP, CWS, ChFC, and/or Life & Health, Home and Auto Insurance licenses is desired. Should have an advanced designation of CFP, CWS, ChFC, CPA, JD, in addition to a sub-specialty expertise in a financial topic. Financial Planning will be preferred of credentialed associates in concert with Wealth Management advisors. Candidate should have 4+ years of 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 is required. Strong working knowledge of MS Office products is required. National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008 is required.

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