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Client Relationship Associate - Denver, CO

BankTalent HQ
Competitive
vision insurance, paternal leave, paid time off, tuition reimbursement, 401(k), profit sharing
United States, Colorado, Denver
Jan 02, 2025
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 tm .

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 Client Relations Associate in Denver, CO.

Essential Functions:

  • Contributes to the overall culture and strategy of the business line.
  • Strong critical thinking skills; able to identify and leverage resources for the purpose of providing resolution on complex requests.
  • SME on all commercial deposit-related matters, including 1031, escrow, DACA, public funds, etc.
  • Able to make recommendations and contribute to decisions regarding product, pricing and profitability.
  • Collect pertinent business and financial documentation from the commercial client as needed for onboarding and ongoing servicing.
  • Main point of contact for our commercial clients. Provides ongoing support regarding all aspects of the client's life cycle.
  • Coordinate with relevant control partners (Legal, Compliance, etc.) to ensure all work conforms with published policy and procedure.
  • Collaborate closely with other lines of business - i.e. Treasury Management, Specialized Operations, etc. - in finding suitable solutions to meet the needs of our commercial clients.
  • Actively work to clear pertinent exceptions in a timely manner.


Qualifications:

  • Requires High School diploma or equivalent and some years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements.
  • Basic knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations.
  • Good interpersonal, customer service and communications skills, both verbal and written.
  • Ability to respond to inquiries in a timely manner.
  • Ability to process, audit and review client information.
  • Good problem resolution skills.
  • Ability to create and pull reports.
  • Ability to multi-task, support various priorities, work with relationship managers and clients as needed.
  • Working knowledge of various word processing and spreadsheet software.


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 is eligible to earn a base hourly range is $28.90 - $36.00 depending on job-related factors such as level of experience.
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