Premier & Private Banking - Private Bank Relationship Manager

About the role

The Premier & Private Bank Relationship Manager position is ideal for someone looking to build a career in financial services. You will be the main point of contact for a select group of the Bank’s affluent clients. Your primary responsibilities include deposit portfolio growth, maintaining positive relationships with Premier & Private Bank clients, and expanding and retaining relationships with new and existing clients.

Responsibilities

• Cultivate, retain, and grow Premier and Private Bank clients
• Tailored provision of Premier & Private Bank’s products and services to attract high net worth individuals and businesses
• Maintain and expand ongoing relationships with new and existing Premier & Private Bank clients

Requirements

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience
• Minimum of 3+ years’ experience in progressive sales management, extraordinary client service, and client/prospect calling experience

Desired Skills

• Previous Premier & Private Banker experience and exceptional Client Services experience
• Previous Wealth Management / Financial Planning Experience
• Passionate and motivated self-starter
• Strong work ethic and ability to complete work accurately
• Ability to think logically in order to analyze situations and make sound decisions
• Proficient at working with multiple computer and Microsoft Office software applications

Skills and Abilities

• Client service driven; very responsive and understanding to the needs of Premier & Private Banking client issues and concerns
• Specialized competencies including basics of financial planning, asset/investment types and allocation methodologies, basics of wealth management
• Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan and other banking products and services
• Demonstrated ability to speak effectively to internal and external clients
• Strong professional and etiquette behaviors
• Passionate about proactive relationship building of new business from existing clients and referrals
• Proven track record of prospecting new relationships, as well as enhancing existing ones, and meeting or exceeding goals
• Proven sales skills and client management experience
• Cooperates and works collaboratively toward solutions that generally benefit all involved parties
• Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence
• Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action

Work Environment

A professional setting. May be requested to work evenings and weekends for special program events. Travel is primarily local during the business day, although some out-of-the-area and overnight travel is required on an as needed basis to exceed the expectations of the client.

Benefits

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

Apply

To apply, please visit the footer of the page.

Equal Opportunity Employer

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

Drug-Free Workplace

The Bank is proud to be a drug-free workplace. Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Pre-Employment Requirements

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record.

Eligibility

Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.