Private Banking Relationship Manager MLO and FINRA Licensed Denver, CO
Denver, CO - USA
Job Summary
At Vectra Bankwereproud to serve the Rocky Mountain region with the strength of a large financial institution and thepersonal touchof a community bank. Recognized as a Top Workplace we combine deep resources with attentive relationshipdriven service to support families businesses and the communities we call home.
Werecommitted to creatinga great placeto build a career welcomingemployees whose talent drive and diverse perspectives help us deliver custom financial solutions. With dayone benefits ample growth opportunities and a culture centered on listening collaboration and care Vectra Bank is a place to grow thrive and make a meaningful impact. We believe we are Big enough to count and small enough to care.
With benefits starting on day one over 11 bank holidays and a company committed to career growth and advancement we are 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 seasonedPrivate Banking FINRA Licensed Relationship Manager - MLOin 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 Bachelors 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 $140000 $180000 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.
Required Experience:
Manager
About Company
Vectra Bank Colorado is seeking a highly motivated Portfolio Manager to join our Commercial Banking team in Denver, Colorado. We are looking for...