Relationship Banker III - Longmont
About The Position
Flatirons 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. They provide a personalized banking experience, making all decisions locally, and have been operating for over two decades. The bank offers Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions. Flatirons Bank also contributes to the Boulder County community through nonprofit organizations and its headquarters achieved LEED Gold certification. The bank aims to balance purpose with profit, considering the impact on stakeholders including employees, clients, vendors, community, and the environment. The Relationship Banker III plays a critical role in building and maintaining strong banking relationships with both consumer and business clients, deepening client engagement through tailored financial solutions like deposit services and credit products. This role serves as a trusted advisor, takes initiative in outreach and networking, and has a background in cash handling, operations, sales, and client service. This individual may also train entry-level bankers. The position is based in Longmont and will cover Boulder from time to time.
Requirements
- Minimum 3 years of experience in retail or commercial banking.
- Active NMLS registration required.
- Demonstrated proficiency in consumer and business lending.
- Deep knowledge of deposit products, treasury services, and financial regulations.
- Proven ability to manage and grow a client portfolio.
- Excellent interpersonal, written, and verbal communication skills.
- Strong organizational, problem-solving, and time management skills.
- Familiarity with banking platforms, loan origination systems, and Microsoft Office Suite.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Responsible for providing high-quality client experience for new, existing, and prospective clients.
- Effectively communicates the value of Flatirons Bank to prospects and Bank clients to market, deepen, and grow relationships.
- Cross sells the Bank’s products and services and refers clients to appropriate staff.
- Manages a small book of business by actively connecting with clients to build lasting relationships and grow their relationship with the Bank.
- Reinforces the application of superior customer service through his or her own example along with appropriate follow-through with involved customers and employees.
- Performs Teller duties, cashes checks, savings withdrawals, and issues cashier’s checks; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.
- Provides effective customer service by answering client questions; investigates and corrects errors; and resolves problems or other issues.
- Represent Flatirons Bank at local networking events, community meetings, and business development forums.
- Actively engage in client outreach outside of the bank to raise brand awareness and build community trust.
- Partner with local business organizations and nonprofit groups to identify and support shared goals.
- Promote the Flatirons Bank brand as a trusted local banking resource.
- Ensure all loan and account documentation is accurate and compliant with federal and state regulations.
- Receive and process stop payment and hold notices.
- Proactively work with leadership to identify and solve efficiency opportunities in processes.
- May process online banking transactions including ACH, external transfers, mobile remote deposit items, etc.
- Perform other treasury management and operational duties as required.
- Assist in the preparation of operations audits as it relates to treasury management services.
- Makes decisions regarding the opening of new accounts; assigns account numbers; obtains and properly files all required CIP and other required documentation; verifies credit and/or account history as appropriate.
- Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, tellers, operations, and safe deposit.
- Performs other duties related to branch operations daily.
- Reconciles internal accounts on a rotating basis, which includes researching and resolving outstanding items.
- May process ATM Access card requests, DDA lines of credit (Overdraft Protection), credit card, and debit card applications.
- Adheres to Bank policies, government regulations and legal requirements.
- Performs other operational duties as required.
Benefits
- An annual bonus may be paid to eligible employees based upon organizational and individual performance
- Medical, dental and vision insurance
- Employer paid short-term and long-disability insurance
- Employer paid life insurance
- Employer-matching 401K
- Guaranteed Safe Harbor Match
- Discretionary Yearend Profit-Sharing Match
- Health Savings Account (HSA) with company contribution
- Health Reimbursement Arrangement (HRA)
- Paid-time off (PTO)
- Sick time off
- Volunteer time off
- Paid parking
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
1-10 employees
