VP, Commercial Relationship Manager II

Flatirons Bank•Boulder, CO

13d•Onsite

About The Position

Flatirons Bank is seeking a growth-oriented Commercial Relationship Manager II (CRM II) responsible for sourcing and acquiring new commercial banking relationships. The CRM II will focus on external business development and market expansion, with targets for loan originations, deposit growth, and fee generation. While managing a small portfolio of strategic accounts and client relationships generated in the role, the primary objective is to generate net-new business through proactive prospecting, community engagement, and partnership development. This role is ideal for experienced bankers with a proven track record in commercial business development and a strong understanding of client acquisition strategies. The bank is dedicated to serving the financial needs of individuals, businesses, and nonprofits in Boulder County, offering personalized banking experiences and making decisions locally. Flatirons Bank is committed to balancing purpose with profit and considering the impact of its decisions on stakeholders, including employees, clients, vendors, the community, and the environment.

Requirements

7+ years of experience consisting of a proven successful track record as a Business Development Officer / Relationship Manager, or other similar role, with a financial institution.
Advanced experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas.
B.S. degree in Finance or Accounting.
Advanced experience, knowledge and training in commercial banking activities and terminology.
Strong working understanding of commercial, construction, real estate and consumer loan processing.
Advanced awareness and application of related state and federal lending and compliance regulations, and other bank lending policies.
Experience in leading other staff members as necessary to accomplish team objectives and meet client needs.
Previous experience developing, analyzing and finalizing complex loan agreements in conjunction with legal counsel.
Strong reasoning and writing skills to efficiently communicate well supported rationale for all types of credit decisions and actions.
Strong math skills; calculate interest, proportions, and percentages; balance amounts; locate routine mathematical errors, compute rate, ratios and percentages.
Ability to leverage proven marketing and business development skills with current and prospective bank clients.
Strong skills in word processing and spreadsheet software.

Nice To Haves

An advanced degree is preferred.
Previous community banking experience a plus.

Responsibilities

Proactively identify, prospect, and acquire new commercial banking clients with a strong focus on promoting cash management products, deposit growth, and loan generation.
Achieve assigned growth targets in deposits, loans, and fee income by developing and executing sales plans in line with bank objectives.
Develop and execute targeted outreach strategies, including networking events and referral networks, to build a strong pipeline of new business opportunities.
Oversee all stages of the sales process from prospecting and qualifying leads to needs analysis, proposal presentation, closing, and onboarding new clients.
Work closely with internal teams, including Treasury Management, Credit and Loan Administration, to implement banking solutions and ensure smooth delivery of services for clients.
Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position.
Act as the primary relationship manager for your portfolio of commercial clients, serving as their main point of contact for all banking needs, including loans, deposits, and treasury management services.
Deepen existing client relationships by understanding their business needs, cross-selling the Bank’s products, and fostering long-term partnerships.
Ensure timely and accurate follow-through on client requests and maintain high levels of client satisfaction through exceptional service delivery.
Represent the Bank at community events, networking functions, and local initiatives to enhance the Bank’s visibility, build goodwill, and generate business opportunities.
Establish relationships with local business leaders, nonprofit organizations, and other community stakeholders, identifying opportunities for sponsorships and partnerships that align with the Bank’s goals.
Serve as an ambassador for the Bank, promoting its products, services, and value proposition to strengthen its position within the local business community.
Act as a liaison between the community and the Bank, gathering insights and feedback from community interactions to help shape the Bank's products, services, and community engagement strategies.
Identify opportunities for the Bank to sponsor local events and initiatives, working closely with marketing and leadership teams to ensure alignment with the Bank's community engagement strategy.
Maintain knowledge of financial industry trends, economic conditions, and market dynamics both at the national level and within the Boulder County market.
Use market intelligence to position the Bank’s products competitively and tailor solutions to meet client needs effectively.
Develop a deep understanding of key industry sectors (e.g., real estate, professional services, construction) relevant to the Bank's commercial clients, providing insights that add value to client conversations.
Stay informed about emerging technologies and innovations in banking (e.g., fintech, digital banking trends) to ensure the Bank’s products remain competitive and meet evolving client expectations.
Offer strategic advice to senior leadership on market trends, business development opportunities, and client expectations.