VP, Commercial Relationship Manager II

Flatirons-Bank-; Boulder (CO); On-site; USD 110,000 - 145,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K Matching

Paid Time Off

Job summary

Flatirons Bank is seeking a Commercial Relationship Manager II to drive growth by sourcing new commercial banking clients and expanding market reach in Boulder County. You will focus on cash management, deposits, and loan generation, while coordinating with Treasury, Credit, and Loan Administration to deliver tailored banking solutions.

The role requires 7+ years in banking business development, strong financial analysis skills, and proven relationship management.

Qualifications

• 7+ years in business development or relationship management in a financial institution.
• Advanced experience in financial statement and tax return analysis.
• B.S. in Finance or Accounting; advanced degree preferred.
• Experience in commercial banking activities and terminology.
• Strong reasoning and writing skills and ability to communicate credit rationale clearly.

Responsibilities

• Source and acquire new commercial banking clients focusing on deposits, loans, and cash management.
• Develop and execute sales plans to meet growth targets in deposits, loans, and fee income.
• Oversee stages of the sales process from prospecting to onboarding new clients.
• Collaborate with Treasury Management, Credit, and Loan Administration to deliver banking solutions.
• Represent the Bank at community events to enhance visibility and generate business opportunities.
• Manage portfolio as primary relationship manager, ensuring client satisfaction and long-term partnerships.

Skills

Math skills

Reasoning and writing

Word processing & spreadsheets

Leadership

Marketing & business development

Communication

Education

B.S. in Finance or Accounting

Advanced degree preferred

Job description

Do you desire a career that provides you with opportunities to learn, grow, and impact your community? Flatirons Bank is seeking candidates from all backgrounds to join our team.We are looking for driven, reliable, hardworking candidates who want to make a difference in their community and work for a company where their opinion counts. We want our employees to be proactive, resourceful, communicative, efficient, and to provide key input into the future success of our team. If your goal is to build a career with impact and influence, consider joining the dedicated team at Flatirons Bank.WHO WE AREFlatirons Bank is a full-service independent bank dedicated to serving the financial needs of individuals, businesses, and nonprofits in Boulder County. With locations in Boulder and Longmont, we provide personalized banking experience, making all our decisions locally. Since our inception over two decades ago, our goal has been to bring more to banking in Boulder County. We take pride in developing personal relationships with our clients while maintaining the highest level of professional service. Our suite of services includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions.Flatirons Bank not only provides personalized and innovative banking solutions for our clients, but our employees also personally contribute to making a difference in the Boulder County community through a variety of nonprofit organizations. Flatirons Bank’s headquarters location in Boulder was the first in the county to achieve LEED Gold certification upon its opening in 2009. The Bank actively works towards being a community leader that balances purpose with profit by considering the impact of its decisions on its stakeholders: employees, clients, vendors, community, and the environment. By working at Flatirons Bank, you are helping your neighbors and local businesses thrive.Website www.flatirons.bank Contact [e-mail] AND RESPONSIBILITIESThe Commercial Relationship Manager II (CRM II) is a growth-oriented position responsible for sourcing and acquiring new commercial banking relationships. The CRM II is focused on external business development and market expansion, with specific targets tied to loan originations, deposit growth, and fee generation. While the CRM II may manage a small number of strategic accounts, as well as client relationships generated in the role,. the primary objective is to generate net-new business through proactive prospecting, community engagement, and partnership development. This role is ideally suited for experienced bankers with a proven track record in commercial business development and a strong understanding of client acquisition strategies. The specific responsibilities are further outlined below:Business Development & Client AcquisitionProactively identify, prospect, and acquire new commercial banking clients with a strong focus on promoting cash management products, deposit growth, and loan generation.Achieve assigned growth targets in deposits, loans, and fee income by developing and executing sales plans in line with bank objectives.Develop and execute targeted outreach strategies, including networking events and referral networks, to build a strong pipeline of new business opportunities.Oversee all stages of the sales process from prospecting and qualifying leads to needs analysis, proposal presentation, closing, and onboarding new clients.Work closely with internal teams, including Treasury Management, Credit and Loan Administration, to implement banking solutions and ensure smooth delivery of services for clients.Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position.Act as the primary relationship manager for your portfolio of commercial clients, serving as their main point of contact for all banking needs, including loans, deposits, and treasury management services.Deepen existing client relationships by understanding their business needs, cross-selling the Bank’s products, and fostering long-term partnerships.Ensure timely and accurate follow-through on client requests and maintain high levels of client satisfaction through exceptional service delivery.Community Engagement & Brand BuildingRepresent the Bank at community events, networking functions, and local initiatives to enhance the Bank’s visibility, build goodwill, and generate business opportunities.Establish relationships with local business leaders, nonprofit organizations, and other community stakeholders, identifying opportunities for sponsorships and partnerships that align with the Bank’s goals.Serve as an ambassador for the Bank, promoting its products, services, and value proposition to strengthen its position within the local business community.Act as a liaison between the community and the Bank, gathering insights and feedback from community interactions to help shape the Bank's products, services, and community engagement strategies.Identify opportunities for the Bank to sponsor local events and initiatives, working closely with marketing and leadership teams to ensure alignment with the Bank's community engagement strategy.Industry & Market KnowledgeMaintain knowledge of financial industry trends, economic conditions, and market dynamics both at the national level and within the Boulder County market.Use market intelligence to position the Bank’s products competitively and tailor solutions to meet client needs effectively.Develop a deep understanding of key industry sectors (e.g., real estate, professional services, construction) relevant to the Bank's commercial clients, providing insights that add value to client conversations.Stay informed about emerging technologies and innovations in banking (e.g., fintech, digital banking trends) to ensure the Bank’s products remain competitive and meet evolving client expectations.Offer strategic advice to senior leadership on market trends, business development opportunities, and client expectations.EDUCATION / EXPERIENCE / SKILLS7+ years of experience consisting of a proven successful track record as a Business Development Officer / Relationship Manager, or other similar role, with a financial institution.Advanced experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas.B.S. degree in Finance or Accounting. An advanced degree is preferred.Advanced experience, knowledge and training in commercial banking activities and terminology.Strong working understanding of commercial, construction, real estate and consumer loan processing.Advanced awareness and application of related state and federal lending and compliance regulations, and other bank lending policies.Experience in leading other staff members as necessary to accomplish team objectives and meet client needs.Previous experience developing, analyzing and finalizing complex loan agreements in conjunction with legal counsel.Previous community banking experience a plus.Strong reasoning and writing skills to efficiently communicate well supported rationale for all types of credit decisions and actions.Strong math skills; calculate interest, proportions, and percentages; balance amounts; locate routine mathematical errors, compute rate, ratios and percentages.Ability to leverage proven marketing and business development skills with current and prospective bank clients.Strong skills in word processing and spreadsheet software.WHAT WE OFFERCOMPENSATION AND BENEFITSThe position’s pay range starts anywhere between $110,000 – $145,000 annually, plus quarterly incentive compensation plan based upon individual revenue generationAn annual bonus may be paid to eligible employees based upon organizational and individual performanceMedical, dental and vision insuranceShort-term and long term-disability insuranceEmployer paid life insuranceEmployer-matching 401KGuaranteed Safe Harbor MatchDiscretionary Yearend Profit-Sharing MatchHealth Savings Account with company contributionHealth Reimbursement ArrangementPaid-time off (PTO)Sick Time OffVolunteer Time OffPaid parkingREPORTINGSupervision ReceivedDirectly: EVP, Chief Banking OfficerIndirectly: NoneSupervision ExercisedDirectly: NoneIndirectly: None