Private Banking Premier Client Support Specialist - Denver, CO
- 📁
- Private Banking
- 💼
- Vectra Bank Colorado
- 📅
- 068484 Requisition #
At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post, we offer our customers and employees the best of both worlds: broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively of shaping custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success.
At Vectra, we’re committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive, and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships – not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care.
With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless – come for a job, stay for a career.
Vectra Bank Colorado is seeking a highly motivated Private Bank Client Support Specialist to join our Private Banking team in Denver, CO. We are looking for someone who is proactive and is successful in achieving department initiatives.
Key Responsibilities:
The primary focus in this role is to support the Private Banking Relationship Managers in meeting and exceeding their clients’ needs.
- Provides assistance to multiple Relationship Managers in providing a variety of services to new and existing customers.
- Helps facilitate loans processed from initiation through closing.
- Prepares loan packages and coordinates submission for underwriting.
- Effectively handles frequent contact with inter-organizational managers, employees, and external clients on non-routine, sensitive, and/or high-level matters.
- Proficiently handles projects that are complex in nature which may require the frequent use of independent judgment within broadly defined policies and practices.
- Always provides excellent verbal and written customer service.
- Ensures adherence to compliance regulations, security, bank policies, procedures, and goals.
- Completes research as needed, following each issue through to timely resolution.
- Heavy deposit account preparation and origination including BOI completion.
- Ongoing servicing and maintenance as main point of contact for Private Bank clients.
- Is flexible and assists other team members as needed.
- Acts as department liaison as necessary
- Performs other duties as assigned.
Qualifications:
- Requires High School diploma or equivalent and some experience in private banking is preferred or equivalent to high-volume bank experience.
- A college degree and 4 years related experience are strongly preferred.
- Preferred strong knowledge of depository account processes including business, estate, trust and sweep accounts.
- Some Treasury Management product knowledge.
- Advanced knowledge of banking processes
- Strong organizational and customer service skills
- Strong appreciation of details, thoroughness, and accuracy
- Strong written and verbal communications skills
- Ability to re-prioritize often/throughout the day to meet changing deadlines and priorities.
- Working knowledge of PCs and Microsoft Office
Salary Range (based on job experience): $31.25 - $36.00 an hour.
Benefits:
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
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