Executive Banking Specialist

Union Bank & Trust; Fort Collins (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

Union Bank & Trust in Fort Collins, CO, seeks an Executive Banking Specialist to deliver high-touch service to private and commercial clients and to promote a needs-based sales culture. The role supports opening accounts, processing transactions, and coordinating with various internal teams.

You will manage calendars for the Regional President and Private Banking team, handle documents, maintain CRM records, and ensure organized office operations while upholding bank policies and compliance

Qualifications

• Bachelor's degree in related field or comparable work experience.
• Minimum two years' experience in related fields such as Banking, Executive Assistant and/or Retail Management strongly preferred.
• Proficient knowledge of Union Bank products, services, culture, and philosophy strongly preferred.

Responsibilities

• Provide excellent, proactive, high-touch customer service for private banking and commercial clients while representing the bank in a professional manner.
• Greet customers in-person, via phone, email and written correspondence, answering questions and referring inquiries to the appropriate associate.
• Assist Commercial and Private Banking customers in opening and transitioning new business or personal accounts and bank products.
• Develop strong relationships with clients, serving as the primary contact for in-office banking needs including teller functions and account activities.
• Manage Regional President and Private Banking team calendars and support office operations.

Skills

Customer service

Communication

Organizational skills

Time management

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Position Summary:

The Executive Banking Specialist organizes, coordinates, and supports while consistently demonstrating a high level of customer service. This professional promotes a needs-based sales culture while striving to create and maintain a professional relationship with business clients, customers, and staff members. The Executive Banking Specialist works with various types of transactions and administrative functions while maintaining a positive relationship with all internal departments.

Essential Functions:

• Provide excellent, proactive, high-touch customer service for private banking and commercial clients while representing the bank in a professional manner.
• Greet customers in-person, via phone, email and/or through written correspondence while answering questions and referring inquiries to the appropriate associate or department.
• Assist Commercial and Private Banking customers in opening and transitioning new business or personal accounts and bank products.
• Develop strong relationships with clients, serving as the primary contact for in-office banking needs including performing teller functions, opening personal and business accounts, processing deposits and withdrawals, cashier’s checks, transfers, loan and account inquiries, payments, documentation changes, wires, handling customer inquiries, pulling credit reports, requesting and providing additional information.
• Acquire a strong understanding of bank products and services while serving as a resource for our clients.
• Work closely and build strong relationships with Loan Operations, Electronic Banking, Deposit Services, and Treasury Management as well as other bank departments.
• Assist with insufficient fund items (NSF) or overdrawn accounts and provide Notary services.
• Maintain a well-organized safe welcoming office environment.
• Oversee office opening/closing procedures.
• Monitor and restock office supplies, marketing materials, and banking forms as needed.
• Organize physical and electronic files while securely handling sensitive information.
• Manage Regional President and Private Banking team calendars.
• Draft, format and proofread documents.
• Manage customer/client databases (CRM) ensuring accurate records.
• Responsible for office-related expenses and invoicing.
• Assist in planning, coordinating and executing on and off-site client functions.
• Participate in ongoing training, coaching, and mandatory meetings to ensure continued growth within the position.
• Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Performs other job-related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Qualifications:

• Bachelor's degree in related field or comparable work experience.
• Minimum two years' experience in related fields such as Banking, Executive Assistant and/or Retail Management strongly preferred.
• Strong knowledge of Union Bank products, services, culture, and philosophy strongly preferred.
• Proficient knowledge and proven technical skills for cash handling, deposit accounts, online banking, bill-pay and mobile banking preferred.
• Willing to obtain registration with the National Mortgage Licensing System (NMLS).
• Proficient in Microsoft Office Products and working with other company software.

Preferred Talents:

• Effective communicator- both written and verbal
• Professional, positive, and customer service oriented
• Self-directed and takes initiative
• Decisive with good judgment
• Accurate and detailed
• Independent with team orientation
• Organized
• Time efficient in managing multiple projects

Indoor work – not exposed to outdoor elements or hazards.

Ability to stand and/or walk for prolonged periods of time.

Some sedentary work lifting and/carrying up to 20 lbs. occasionally.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.