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Private Banking Licensed Relationship Manager - MLO - Denver, CO

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Private Banking
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Vectra Bank Colorado
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065612 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: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape 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. 

We are looking for a seasoned Private Banking Licensed Relationship Manager in Denver, CO. This role acts as the principal account and relationship manager for new and existing clients, and focuses on generating, managing and servicing a portfolio of clients.   

Essential Functions: 

  • Acts as the principal account and relationship manager for new and existing clients.  

  • Focuses on generating, managing and servicing a portfolio of clients.  

  • Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.  

  • Responsible for credit analysis and proper loan structuring.  

  • Responsible to maintain a high level of client satisfaction.  

  • Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.  

  • Calls on existing relationships to review portfolios and makes recommendations as needed.  

  • Other duties as assigned. 

Qualifications: 

  • Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.  

  • Solid to advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.  

  • Ability to display sound judgment.  

  • Solid to advanced sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.  

  • Strong knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.  

  • Solid interpersonal and communication skills, both verbal and written.  

  • Commitment to a high degree of service quality.  

  • Intermediate computer skills including word processing and spreadsheet software. 

  • FINRA Series 79 (or grandfathered Series 7), Series 63 will be required within 90 days of start date, fully licensed within 6 months.

This position is eligible to earn a base salary in the range of $140,000 – $200,000 annually depending on job-related factors such as level of experience and location. 

Final offer amounts are determined by multiple factors such as but not limited to, level of experience, skills, expertise, location, education, FINRA licenses, and certifications. 

Benefits: 

  • Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!   

  • 401(k) plan, competitive compensation in line with work experience.   

  • Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements  

  • Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within  

  • Tuition Reimbursement for qualifying employees  

  • Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. 

 

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.

 

Click here to view applicable Federal, State and/or local employment law posters.

 

Click here to view our Pay Transparency Notice.

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Zions Bank a division of Zions Bancorporation, N.A. Member FDIC