Private Banking Relationship Manager - MLO (FINRA Licensed Preferred)- Denver, CO

Vectra Bank Colorado; Denver (CO); On-site; USD 140,000 - 200,000; Full time

Job summary

Vectra Bank Colorado is seeking a Private Banking Relationship Manager in Denver, CO. This role focuses on managing client relationships, generating business for banking products, and maintaining exceptional client satisfaction. Ideal candidates will have strong lending and sales experience, as well as advanced banking knowledge.

Benefits

Medical & Dental Insurance

401(k) plan

Paid Training

Tuition Reimbursement

Stable Employer - S&P 500 Company

Qualifications

• Requires bachelor's degree and experience in lending and sales.
• Solid knowledge of banking, commercial lending, and investments.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Act as principal account and relationship manager for clients.
• Generate, manage, and service a portfolio of clients.
• Ensure high client satisfaction and develop new client leads.

Skills

Sales

Client Relationship Management

Credit Analysis

Loan Structuring

Investment Knowledge

Education

Bachelor's Degree

Job description

Private Banking Relationship Manager - MLO (FINRA Licensed Preferred)- Denver, CO

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At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post , we offer our customers and employees the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success.

At Vectra, we’re committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships – not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care .

With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless – come for a job, stay for a career.

We are looking for a seasoned Private Banking Licensed Relationship Manager in Denver, CO . This role acts as the principal account and relationship manager for new and existing clients, and focuses on generating, managing and servicing a portfolio of clients.

Essential Functions:

• Acts as the principal account and relationship manager for new and existing clients.
• Focuses on generating, managing and servicing a portfolio of clients.
• Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Responsible for credit analysis and proper loan structuring.
• Responsible to maintain a high level of client satisfaction.
• Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
• Calls on existing relationships to review portfolios and makes recommendations as needed.
• Other duties as assigned.
  
  

Qualifications:

• Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.
• Solid to advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• Ability to display sound judgment.
• Solid to advanced sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
• Strong knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
• Solid interpersonal and communication skills, both verbal and written.
• Commitment to a high degree of service quality.
• Intermediate computer skills including word processing and spreadsheet software.
• FINRA Series 79 (or grandfathered Series 7), Series 63 will be required within 90 days of start date, fully licensed within 6 months.
  
  

This position is eligible to earn a base salary in the range of $140,000 – $200,000 annually depending on job-related factors such as level of experience and location.

Final offer amounts are determined by multiple factors such as but not limited to, level of experience, skills, expertise, location, education, FINRA licenses, and certifications.

Benefits:

• Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!
• 401(k) plan, competitive compensation in line with work experience.
• Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements
• Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within
• Tuition Reimbursement for qualifying employees
• Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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