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Private Banker

3 months ago

Loves Park, Illinois, United States Northwest Bank of Rockford Full time

_Organization Overview:
_


Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee.

Holdings of the Foresight Financial Group, Inc.

include German American State Bank located in German Valley, Pecatonica, Belvidere and Winnebago; State Bank of Davis; State Bank located in Freeport and Bradley; Lena State Bank located in Lena; Northwest Bank located in Rockford, Loves Park and Machesney Park; and State Bank of Herscher located in Herscher and Kankakee.

**_

Position Summary:

_**The Private Banker is responsible for developing new and existing client relationships by providing unparalleled service complimented by a customized suite of products that fit the client's needs for C-Suite Executives, Business Owners, high net-worth clients, and Professionals.

**_

Primary Responsibilities:
_**- Provide financial consulting to high net-worth customers, defining financial goals and developing financial plans.

  • Establish a reputation of execution and excellence by gaining confidence of banking team.
  • Manage and maintain client relationshjps by earning trust, thoroughly understanding client needs, providing targeted advice, and solutions to fit the clients' financial needs.
  • Generate and develop relationships with new private banking customers.
  • Maintain and grow relationships and portfolio with existing private banking customers.
  • Take a collaborative approach to providing firstclass experience to clients.
  • Connect clients across lines of business to deepen customer relationships.
  • Meet yearly deposit and loan goals.
  • Actively network within the community.
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice._
**_

Competencies:

_**Business Development: Utilizes networking, product and industry knowledge and customer service skills to achieve and exceed approved budget; proactively initiates new contacts; Uses persistence and persuasion to overcome objections; Upholds highest level of customer satisfaction; Maintains accurate records and submits needed information promptly.


Communicator:
Superior written and oral communication skills. Intuitively assess and anticipate communication needs.

Business Acumen/

Financial Management:
Understands business implications of decisions; Displays orientation to

profitability; Demonstrates knowledge of market and competition; Aligns work

with strategic goals.

Customer Service:

Champions superior treatment of customers by responding promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments; and manages difficult or emotional customer situations.


Technical:

Fluency in Jack Henry, loan platform systems or similar financial industry technology, Microsoft 365 and Office (Teams, SharePoint, Word, Excel and PowerPoint).

Knowledge of banking products, services, policies, procedures and regulations.

_ Position Performance Standards:
_
Meet annual targets for deposit and loan goals.

Actively participate in community-based activities and company customer events within the company markets as defined annually.

**_

Performance Weightings:
_**50% Competencies

50% Position Performance Standards and Personal Goals

**_

Qualifications:

_**Bachelor degree or equivalent experience in related field Minimum 2-5 years working at a financial institution where success was evident in building client relationships and growing a portfolio of deposits and loans.