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

The Commerce Bank of Washington; Denver (CO); On-site; USD 140,000 - 200,000; Full time

Job summary

An established industry player seeks a seasoned Private Banking Relationship Manager in Denver, CO. This role is pivotal in managing client relationships and driving business growth through loans, deposits, and investment referrals. The successful candidate will leverage their expertise in banking products and services to deliver exceptional client satisfaction. With a commitment to employee growth and a supportive work environment, this opportunity offers a chance to thrive in a dynamic and rewarding career. Join a company that values diversity, innovation, and community engagement, and take your career to the next level.

Benefits

Medical Insurance

Dental Insurance

401(k) Plan

Paid Training

Paid Vacation

Paid Holidays

Tuition Reimbursement

Profit Sharing

Sales Bonuses

Promotional Opportunities

Qualifications

• Bachelor's degree required with experience in lending and sales.
• Strong knowledge of banking products and services.

Responsibilities

• Manage and service a portfolio of clients effectively.
• Generate and retain business in loan and deposit products.

Skills

Sales Skills

Credit Analysis

Loan Structuring

Interpersonal Skills

Communication Skills

Financial Planning

Judgment Skills

Education

Bachelor's Degree

Tools

Spreadsheet Software

Word Processing Software

Job description

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

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. 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:

1. Acts as the principal account and relationship manager for new and existing clients.
2. Focuses on generating, managing, and servicing a portfolio of clients.
3. Responsible for generating, retaining, and expanding business in loan and deposit products, investment and trust referrals, and commercial business referrals.
4. Responsible for credit analysis and proper loan structuring.
5. Responsible for maintaining a high level of client satisfaction.
6. Develops and follows up on new client leads through existing clients and referrals from other bank departments and divisions.
7. Calls on existing relationships to review portfolios and makes recommendations as needed.
8. Other duties as assigned.

Qualifications:

1. 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.
2. Solid to advanced knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products and services.
3. Ability to display sound judgment.
4. Solid to advanced sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
5. Strong knowledge in financial planning enabling recognition of investments, brokerage sales, and referral possibilities.
6. Solid interpersonal and communication skills, both verbal and written.
7. Commitment to a high degree of service quality.
8. 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.

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.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.

The Commerce Bank a division of Zions Bancorporation, N.A. Member FDIC