Business Banking Client Manager

Community Banks of ColoradoGreenwood Village, CO
Onsite

About The Position

As a Client Manager, you will work with others by building and maintaining relationships. Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Perform in a role that has detailed work as a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines. Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others. As a Client Manager, you will have an opportunity to meet and provide exceptional service to a diverse audience of community banking clients. Helping clients identify products and services that will work best for their business’ success and growth. Associates in this role will manage banking relationships holistically ensuring that they are developing intentional connections to deliver rewarding results. Client Managers will focus on managing a large client loan portfolio, expanding the loan relationship with clients, and focusing on new client acquisition primarily by leveraging relationships within the client’s portfolio. You will have an opportunity to assist clients to leverage all options including cross-selling the Bank’s loan, depository, and Treasury Management products to also assist in the review and structuring of transactions, presentation of deals to credit officers and the negotiation of credit terms while monitoring operating performance through monthly/quarterly financial statements and loan reports.

Requirements

  • Bachelor’s degree in related field or equivalent combination of education and experience.
  • 3+ years of relevant experience specifically in business, community and/or commercial banking.
  • 3+ years of banking experience.
  • Valid driver's license (may not be learner’s, restricted or “to and from work” license).
  • Driving history that meets the Bank’s driver standards.
  • Ability to make sound and timely decisions.
  • Ability to consistently deliver on commitments.
  • Assume responsibility for results.
  • Strong work ethic and ability to complete work accurately.
  • Ability to think logically in order to analyze situations and make sound decisions.
  • Ability to handle multiple tasks simultaneously.

Nice To Haves

  • 5+ years of relevant experience specifically in business, community and/or commercial banking.
  • Moody’s Risk Analyst experience.
  • Completed formal credit training program.
  • Strong communication, writing, and sales skills.
  • Passionate and motivated self-starter.
  • Proficient in Microsoft PowerPoint, Word and Excel.
  • Identify key relationships to achieve strategic goals and provide strong credit knowledge.
  • Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
  • Well-developed and proven organizational skills with ability to utilize time efficiently.
  • A passion for educating clients on banking products and digital technologies available at the bank.

Responsibilities

  • Build and maintain relationships with clients.
  • Provide exceptional service to a diverse audience of community banking clients.
  • Help clients identify products and services that will work best for their business’ success and growth.
  • Manage banking relationships holistically, developing intentional connections to deliver rewarding results.
  • Manage a large client loan portfolio.
  • Expand loan relationships with clients.
  • Focus on new client acquisition primarily by leveraging relationships within the client’s portfolio.
  • Assist clients to leverage all options including cross-selling the Bank’s loan, depository, and Treasury Management products.
  • Assist in the review and structuring of transactions.
  • Present deals to credit officers.
  • Negotiate credit terms.
  • Monitor operating performance through monthly/quarterly financial statements and loan reports.

Benefits

  • Insurance
  • 401k
  • Associate stock purchase program
  • Paid time off
  • Associate banking perks
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