Private Banking Relationship Manager MLO and FINRA Licensed Denver, CO

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 seeking a seasoned Private Banking FINRA Licensed Relationship Manager - MLO to serve as the principal account and relationship manager for new and existing clients. This role is responsible for proactively generating managing and servicing a portfolio of highnetworth clients while delivering thoughtful clientcentric solutions aligned with both immediate and longterm financial objectives.

Essential Functions

• Serves as the principal account and relationship manager for new and existing private banking clients acting as the primary point of contact and trusted financial advisor.
• Proactively generates manages and services a portfolio of clients by independently identifying client needs risks and opportunities and delivering appropriate wellreasoned financial solutions.
• Generates retains and expands business in one or more of the following areas: loan and deposit products investment and trust referrals and commercial business referrals.
• Performs comprehensive credit analysis and applies sound judgment and critical thinking to structure loans appropriately and in alignment with client objectives and risk standards.
• Maintains a high level of client satisfaction through proactive communication timely responsiveness and a deep understanding of each clients evolving financial situation.
• Develops and follows up on new client opportunities through existing client relationships referrals from internal bank partners and independent prospecting efforts.
• Proactively reviews existing client relationships and portfolios anticipates changing financial needs and delivers strategic forwardlooking recommendations.
• Operates in strict adherence to all bank policies regulatory requirements compliance standards and risk management practices.
• Performs other duties as assigned.

Qualifications

• Bachelors degree required; experience with lending sales banking products and services or other directly related experience preferred. A combination of education and experience may be considered.
• Solid to advanced knowledge of banking products and services including commercial lending mortgages investments trusts affinity and insurance solutions.
• Demonstrated ability to take initiative exercise sound judgment and apply critical thinking to solve complex client needs and business challenges.
• Solid to advanced sales selfmanagement credit analysis loan structuring applicant interviewing and perceptive character judgment skills.
• Strong financial planning knowledge with the ability to identify investment opportunities brokerage sales and appropriate referral solutions.
• Proven verbal and written communication skills with the ability to clearly and confidently convey complex financial concepts.
• Commitment to delivering a high level of service quality and acting in the clients best interest.
• Intermediate computer skills including proficiency with word processing and spreadsheet applications.
• FINRA Series 79 (or grandfathered Series 7) and Series 63 required within 90 days of start date; full licensing required within six months.

Compensation

This position is eligible to earn a base salary in the range of $140000 $180000 annually depending on jobrelated factors such as experience level and location.

Final offer amounts are determined by multiple factors including but not limited to 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.