Business Banking Client Manager

NBH Bank • Greenwood Village, CO

1d • Onsite

About The Position

The Business Banking Client Manager builds and maintains relationships with community banking clients and provides exceptional service to a diverse client base. The role helps clients identify banking products and services that support their businesses’ success and growth, and manages banking relationships holistically to develop intentional connections and deliver results.

The Client Manager manages a large client loan portfolio, expands lending relationships, and acquires new clients, primarily by leveraging relationships within the portfolio. The role helps clients consider the Bank’s lending, depository, and Treasury Management products; assists with reviewing and structuring transactions, presenting deals to credit officers, and negotiating credit terms; and monitors operating performance through monthly or quarterly financial statements and loan reports.

The position involves detailed work that must be completed quickly, correctly, and efficiently within established guidelines and policies. It is based in an office setting with traditional hours, requires travel estimated at 25% of the time, and may require driving. Associates must be able to work overtime as necessary and sustain a rapid pace for periods typically no longer than eight hours. The role is eligible for a scorecard-based incentive plan with quarterly incentives tied to performance against defined metrics.

Requirements

• Bachelor’s degree in a related field or an equivalent combination of education and experience.
• At least 3 years of relevant experience in business, community, and/or commercial banking.
• At least 3 years of banking experience.
• Valid driver’s license that is not a learner’s, restricted, or limited to travel to and from work; driving history must meet the Bank’s standards.
• Strong communication, writing, and sales skills.
• Ability to identify key relationships to achieve strategic goals and provide strong credit knowledge.
• Ability to convey information and ideas clearly and enthusiastically in a manner that engages and persuades clients.
• Organizational skills and ability to use time efficiently.
• Ability to make sound and timely decisions, deliver on commitments, and take responsibility for results.
• Strong work ethic and ability to complete work accurately.
• Ability to think logically, analyze situations, and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• Ability to travel, estimated at 25% of the time.
• Ability to work overtime as necessary.
• Ability to work at a rapid pace for long periods, typically no longer than eight hours.
• Ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead when completing certain tasks.

Nice To Haves

• At least 5 years of relevant experience in business, community, and/or commercial banking.
• Moody’s Risk Analyst experience.
• Completion of a formal credit training program.
• Proficiency in Microsoft PowerPoint, Word, and Excel.
• Passion and motivation as a self-starter.
• Passion for educating clients on banking products and available digital technologies.

Responsibilities

• Build and maintain relationships with business banking clients.
• Provide exceptional service and help clients identify products and services suited to their business success and growth.
• Manage banking relationships holistically and develop intentional client connections.
• Manage a large client loan portfolio and expand loan relationships.
• Focus on acquiring new clients, primarily by leveraging relationships within the client portfolio.
• Cross-sell the Bank’s loan, depository, and Treasury Management products.
• Assist with reviewing and structuring transactions, presenting deals to credit officers, and negotiating credit terms.
• Monitor client operating performance through monthly or quarterly financial statements and loan reports.
• Maintain established guidelines, structure, and policies while completing detailed work accurately and efficiently.
• Educate clients on banking products and digital technologies available at the Bank.

Benefits

• Insurance
• 401(k)
• Associate stock purchase program
• Paid time off
• Associate banking perks
• Scorecard-based incentive plan with quarterly incentives based on performance against defined metrics

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level