Commercial Relationship Manager II
Relationship manager job at First Interstate BancSystem
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Bozeman, MT Main branch.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve, and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
This role serves as an intermediate level commercial banking position with functionality ranging from business development utilizing a small business platform to supporting senior bankers as an apprentice relative to portfolio management and experience with complex credit functions. Drives shareholder value through a collaborative effort to generate quality earnings through interest income growth, via maintaining margin and credit quality, and non-interest income through collaboration with business partners while simultaneously understanding the importance of expense control. Maintains an average loan portfolio size of at least $20MM up to $50MM and manages at least 50 bank relationships or may provide support to CRM III/Senior with a loan portfolio over $50MM.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Achieves individual annual production and growth goals for loan, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms.
Initiates and develops new business through outside business development activities. Ensures ongoing contact with new clients to enhance client's experience with First Interstate Bank.
Develops a comprehensive understanding of the client's needs based on the review and analysis of personal bank business financial data gathered through relationship reviews and personal meetings. Uses internal customer sourcing software to generate leads, track activities and make referrals to requisite business partners and bankers.
Actively participates in community organizations to source business development opportunities and demonstrates First Interstate Bank's commitment to the communities we serve.
Builds client and prospect referral pipeline via identification and development of internal and external center of influence.
Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Proactively promotes bank products and services and keeps clients informed of all the financial solutions First Interstate Bank has to meet their needs.
Assembles cross-functional team to respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities.
Analyzes credit to determine the ability of clients to qualify for borrowing requirements. Assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; assures accurate risk assessment of assigned portfolio.
Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms.
Research and study industrial, commercial, economic and financial situations relating to existing and new business.
Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities, which includes keeping up to date on regulation changes and following all Bank policies and procedures, compliance regulations, and completes all required annual training.
Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Exhibits advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis.
Knowledge of commercial lending policies, procedures, practices and documentation.
Knowledge of the bank's risk-rating system, credit products and underwriting policies; working knowledge structuring credit products for small and medium size business in diverse industries.
Proficient written and verbal communication and presentation skills,
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Computer skills essential, including Word and Excel and Outlook. Experience with PowerPoint beneficial.
Requires initiative and solid judgement.
Ability to prioritize work and remain adaptable under pressure.
Ability to read, analyze, and interpret common financial reports, and legal documents. Ability to respond to common inquiries of complaints of customers, regulatory agencies, or members of the business community.
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
EDUCATION AND/OR EXPERIENCE
Bachelor's Degree in Business, Finance or equivalent required
4-6 years in commercial lending or commercial credit underwriting; or the equivalent combination of education and experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
Estimated Travel - 40%
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
Auto-ApplyClient Relationship Manager III (Commercial Loan Officer III)
Greenwood Village, CO jobs
Job Details Experienced Denver 24 - Greenwood Village, CO Full Time $130000.00 - $150000.00 SalaryDescription
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Bachelors Degree in Business or related field.
Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
Experience Required: Minimum of 8 years experience in the financial services industry.
Skills/Abilities:
Strong oral and written communication abilities.
Strong math skills.
Strong interpersonal skills.
Strong business development techniques and cross-selling skills.
Ability to identify, analyze and handle credit requests.
Good organizational skills.
Good personal computer skills, ability to use Word and Excel.
Professional appearance, dress and attitude.
Compensation
Hiring Salary Range: $130,000 to $150,000.
This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.
Benefits
We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.
Medical, Dental, Vision Insurance at a shared premium cost.
401k With Matching Contributions.
Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
Employee Assistance Program, 100% employer cost.
Employees are offered a free checking and savings account, plus free orders of personal size checks.
Application window is anticipated to close December 19, 2025.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Client Relationship Manager III (Commercial Loan Officer III)
Greenwood Village, CO jobs
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Bachelors Degree in Business or related field.
Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
Experience Required: Minimum of 8 years experience in the financial services industry.
Skills/Abilities:
* Strong oral and written communication abilities.
* Strong math skills.
* Strong interpersonal skills.
* Strong business development techniques and cross-selling skills.
* Ability to identify, analyze and handle credit requests.
* Good organizational skills.
* Good personal computer skills, ability to use Word and Excel.
* Professional appearance, dress and attitude.
Compensation
Hiring Salary Range: $130,000 to $150,000.
This compensation information is United Business Bank's good-faith estimate and is provided pursuant to Colorado's Equal Pay for Equal Work Act. Actual compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. The base pay and target incentive (if applicable) will be finalized at offer.
Benefits
We offer competitive financial compensation, including various compensation plans and a solid benefits package for regular full-time salaried and hourly positions.
* Medical, Dental, Vision Insurance at a shared premium cost.
* 401k With Matching Contributions.
* Paid Time Off - accrued vacation and sick time, 1 float day, 11 paid holidays.
* Flexible Spending Accounts - Healthcare, Dependent Care, Transit & Parking Options.
* Employee Assistance Program, 100% employer cost.
* Employees are offered a free checking and savings account, plus free orders of personal size checks.
Application window is anticipated to close December 19, 2025.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
JPMorgan Private Client Relationship Manager - Portland, OR
Portland, OR jobs
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
**Job responsibilities**
+ Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
+ Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
+ Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
+ Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required qualifications, capabilities, and skills**
+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
+ Proven trusted relationship builder with a track record of delivering an exceptional client experience
+ Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
+ Demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
**Preferred qualifications, capabilities, and skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Portland, OR: $150,000.00 - $150,000.00 / year
JPMorgan Private Client Relationship Manager - Portland, OR
Portland, OR jobs
JobID: 210684000 JobSchedule: Full time JobShift: Base Pay/Salary: Portland, OR: $150,000.00 - $150,000.00 Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyJPMorgan Private Client Relationship Manager - Bellevue, WA
Bellevue, WA jobs
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
**Job responsibilities**
+ Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
+ Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
+ Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
+ Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required qualifications, capabilities, and skills**
+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
+ Proven trusted relationship builder with a track record of delivering an exceptional client experience
+ Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
+ Demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
**Preferred qualifications, capabilities, and skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Bellevue, WA and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process.
**FEDERAL DEPOSIT INSURANCE ACT:**
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Bellevue, WA: $150,000.00 - $150,000.00 / year
JPMorgan Private Client Relationship Manager - Bellevue, WA
Bellevue, WA jobs
JobID: 210684086 JobSchedule: Full time JobShift: Base Pay/Salary: Bellevue, WA: $150,000.00 - $150,000.00 Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Bellevue, WA and will report in the office. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyJPMorgan Private Client Relationship Manager - Portland, OR
Portland, OR jobs
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office.
In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyJPMorgan Private Client Relationship Manager - Bellevue, WA
Bellevue, WA jobs
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Bellevue, WA and will report in the office.
In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyParaplanner / Client Relationship Manager - Keokuk, Iowa
Keokuk, IA jobs
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning practice. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Premier financial planning practice looking for an on-site FINRA Series 7 licensed Paraplanner (registered associate) to assist financial advisors at a high level. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements. The key areas of responsibility include financial planning, portfolio management, insurance, retirement plans management and client service.
Position Functions and Responsibilities:
Preparation of ongoing financial planning deliverables
Assisting with the client's implementation process
Analyzing client's existing holdings and overall asset allocation to provide recommendations for allocation and/or rebalancing of portfolios
Execution of trades
Running portfolio illustrations and hypotheticals
Developing appropriate product deliverables
Providing relevant and up-to-date economic and market information during portfolio management meetings
Communicating and servicing high net worth clients
Leveraging on web-based contact management system to monitor client issues
Developing and preparing insurance illustrations
Analyzing insurance illustrations and contracts
Tracking insurance underwriting progress
Keeping up with insurance industry trends and continuing education course(s)/seminar(s) as required
Managing retirement plan systems (SRAs, SEPs, 401Ks, etc.)
Supervising and evaluating paraplanner assistant
Act as a technical resource, provide training and support team members
Other duties assigned by advisor
Minimum Qualifications:
Must have Series 7, and
Must have Series 65 or 66 (or able to obtain within two months)
Life & Health insurance license (or able to obtain within two months)
Minimum of 3 - 5 years of direct experience in financial services industry
Strong communication and analytical skills
Organizational and multi-tasking ability
Tech-driven / savvy
Good attitude with others
Motivation for self-improvement
Compensation: Compensation commensurate with relevant experience.
Benefits: Paid vacation, sick days, and holidays per practice policy. Employer sponsored health insurance, paid dental, life & disability insurance. 401(k) after qualified year of employment.
Relocation Package: Available for qualified candidates to move near work location.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Auto-ApplyMerrill Market Client Relationship Manager
Lake Oswego, OR jobs
Portland, Oregon;Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**Job Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Commercial Banker
Fort Collins, CO jobs
π Now Hiring: Commercial Banker
Drive Growth. Build Relationships. Make an Impact.
Are you a relationship-driven financial professional with a talent for growing portfolios and helping businesses succeed? We're looking for a Commercial Banker who thrives on forging strong client relationships, structuring smart financial solutions, and contributing to the financial success of both our customers and our institution.
πΌ What You'll Do:
As a Commercial Banker, you'll be the go-to financial expert for commercial clients-originating, underwriting, and closing secured and unsecured commercial loans. You'll work directly with business owners and leaders, helping them access capital while ensuring loans align with our lending objectives, credit policies, and risk standards.
Your responsibilities will include:
Managing and growing a portfolio of commercial customers
Originating and underwriting commercial loans
Gathering and reviewing application data, including credit reports, appraisals, and financial records
Collaborating with Credit Administration to ensure timely and accurate loan processing
Negotiating loan terms and repayment structures with customers
Presenting credit requests to loan committee when needed
Cross-selling deposit and fee-based services based on customer needs
Maintaining updated loan documentation and ensuring compliance with internal policies
Actively representing the Bank in the community to support business development
π What You Bring:
Experience in commercial banking, credit analysis, or a related financial field
Strong relationship-building and customer service skills
Proven ability to manage and grow a loan portfolio
Deep understanding of credit risk and loan structuring
Excellent communication, negotiation, and analytical skills
Familiarity with underwriting processes and regulatory guidelines
π‘ Bonus Points For:
Community involvement and a strong local network
Experience working with small to mid-sized businesses
Proficiency in commercial loan software and CRM tools
π± Why Join Us?
You'll be part of a high-performing team that values integrity, innovation, and genuine client partnership. We believe in empowering our people to make meaningful decisions, grow their careers, and support the communities we serve.
π Ready to Make an Impact?
If you're passionate about building long-term business relationships and providing financial solutions that drive real growth, we want to hear from you.
Apply today and bring your expertise where it matters most.
Signing Bonus May Apply. See job description for further details.
Commercial Banker
Fort Collins, CO jobs
???? Now Hiring: Commercial Banker
Drive Growth. Build Relationships. Make an Impact.
Are you a relationship-driven financial professional with a talent for growing portfolios and helping businesses succeed? We're looking for a Commercial Banker who thrives on forging strong client relationships, structuring smart financial solutions, and contributing to the financial success of both our customers and our institution.
???? What You'll Do:
As a Commercial Banker, you'll be the go-to financial expert for commercial clients-originating, underwriting, and closing secured and unsecured commercial loans. You'll work directly with business owners and leaders, helping them access capital while ensuring loans align with our lending objectives, credit policies, and risk standards.
Your responsibilities will include:
Managing and growing a portfolio of commercial customers
Originating and underwriting commercial loans
Gathering and reviewing application data, including credit reports, appraisals, and financial records
Collaborating with Credit Administration to ensure timely and accurate loan processing
Negotiating loan terms and repayment structures with customers
Presenting credit requests to loan committee when needed
Cross-selling deposit and fee-based services based on customer needs
Maintaining updated loan documentation and ensuring compliance with internal policies
Actively representing the Bank in the community to support business development
???? What You Bring:
Experience in commercial banking, credit analysis, or a related financial field
Strong relationship-building and customer service skills
Proven ability to manage and grow a loan portfolio
Deep understanding of credit risk and loan structuring
Excellent communication, negotiation, and analytical skills
Familiarity with underwriting processes and regulatory guidelines
???? Bonus Points For:
Community involvement and a strong local network
Experience working with small to mid-sized businesses
Proficiency in commercial loan software and CRM tools
???? Why Join Us?
You'll be part of a high-performing team that values integrity, innovation, and genuine client partnership. We believe in empowering our people to make meaningful decisions, grow their careers, and support the communities we serve.
???? Ready to Make an Impact?
If you're passionate about building long-term business relationships and providing financial solutions that drive real growth, we want to hear from you.
Apply today and bring your expertise where it matters most.
Signing Bonus May Apply. See job description for further details.
Commercial Banker
Greeley, CO jobs
???? Now Hiring: Commercial Banker
Drive Growth. Build Relationships. Make an Impact.
Are you a relationship-driven financial professional with a talent for growing portfolios and helping businesses succeed? We're looking for a Commercial Banker who thrives on forging strong client relationships, structuring smart financial solutions, and contributing to the financial success of both our customers and our institution.
???? What You'll Do:
As a Commercial Banker, you'll be the go-to financial expert for commercial clients-originating, underwriting, and closing secured and unsecured commercial loans. You'll work directly with business owners and leaders, helping them access capital while ensuring loans align with our lending objectives, credit policies, and risk standards.
Your responsibilities will include:
Managing and growing a portfolio of commercial customers
Originating and underwriting commercial loans
Gathering and reviewing application data, including credit reports, appraisals, and financial records
Collaborating with Credit Administration to ensure timely and accurate loan processing
Negotiating loan terms and repayment structures with customers
Presenting credit requests to loan committee when needed
Cross-selling deposit and fee-based services based on customer needs
Maintaining updated loan documentation and ensuring compliance with internal policies
Actively representing the Bank in the community to support business development
???? What You Bring:
Experience in commercial banking, credit analysis, or a related financial field
Strong relationship-building and customer service skills
Proven ability to manage and grow a loan portfolio
Deep understanding of credit risk and loan structuring
Excellent communication, negotiation, and analytical skills
Familiarity with underwriting processes and regulatory guidelines
???? Bonus Points For:
Community involvement and a strong local network
Experience working with small to mid-sized businesses
Proficiency in commercial loan software and CRM tools
???? Why Join Us?
You'll be part of a high-performing team that values integrity, innovation, and genuine client partnership. We believe in empowering our people to make meaningful decisions, grow their careers, and support the communities we serve.
???? Ready to Make an Impact?
If you're passionate about building long-term business relationships and providing financial solutions that drive real growth, we want to hear from you.
Apply today and bring your expertise where it matters most.
Signing Bonus May Apply. See job description for further details.
Commercial Banker
Greeley, CO jobs
π Now Hiring: Commercial Banker
Drive Growth. Build Relationships. Make an Impact.
Are you a relationship-driven financial professional with a talent for growing portfolios and helping businesses succeed? We're looking for a Commercial Banker who thrives on forging strong client relationships, structuring smart financial solutions, and contributing to the financial success of both our customers and our institution.
πΌ What You'll Do:
As a Commercial Banker, you'll be the go-to financial expert for commercial clients-originating, underwriting, and closing secured and unsecured commercial loans. You'll work directly with business owners and leaders, helping them access capital while ensuring loans align with our lending objectives, credit policies, and risk standards.
Your responsibilities will include:
Managing and growing a portfolio of commercial customers
Originating and underwriting commercial loans
Gathering and reviewing application data, including credit reports, appraisals, and financial records
Collaborating with Credit Administration to ensure timely and accurate loan processing
Negotiating loan terms and repayment structures with customers
Presenting credit requests to loan committee when needed
Cross-selling deposit and fee-based services based on customer needs
Maintaining updated loan documentation and ensuring compliance with internal policies
Actively representing the Bank in the community to support business development
π What You Bring:
Experience in commercial banking, credit analysis, or a related financial field
Strong relationship-building and customer service skills
Proven ability to manage and grow a loan portfolio
Deep understanding of credit risk and loan structuring
Excellent communication, negotiation, and analytical skills
Familiarity with underwriting processes and regulatory guidelines
π‘ Bonus Points For:
Community involvement and a strong local network
Experience working with small to mid-sized businesses
Proficiency in commercial loan software and CRM tools
π± Why Join Us?
You'll be part of a high-performing team that values integrity, innovation, and genuine client partnership. We believe in empowering our people to make meaningful decisions, grow their careers, and support the communities we serve.
π Ready to Make an Impact?
If you're passionate about building long-term business relationships and providing financial solutions that drive real growth, we want to hear from you.
Apply today and bring your expertise where it matters most.
Signing Bonus May Apply. See job description for further details.
Commercial Banker
Longmont, CO jobs
π Now Hiring: Commercial Banker
Drive Growth. Build Relationships. Make an Impact.
Are you a relationship-driven financial professional with a talent for growing portfolios and helping businesses succeed? We're looking for a Commercial Banker who thrives on forging strong client relationships, structuring smart financial solutions, and contributing to the financial success of both our customers and our institution.
πΌ What You'll Do:
As a Commercial Banker, you'll be the go-to financial expert for commercial clients-originating, underwriting, and closing secured and unsecured commercial loans. You'll work directly with business owners and leaders, helping them access capital while ensuring loans align with our lending objectives, credit policies, and risk standards.
Your responsibilities will include:
Managing and growing a portfolio of commercial customers
Originating and underwriting commercial loans
Gathering and reviewing application data, including credit reports, appraisals, and financial records
Collaborating with Credit Administration to ensure timely and accurate loan processing
Negotiating loan terms and repayment structures with customers
Presenting credit requests to loan committee when needed
Cross-selling deposit and fee-based services based on customer needs
Maintaining updated loan documentation and ensuring compliance with internal policies
Actively representing the Bank in the community to support business development
π What You Bring:
Experience in commercial banking, credit analysis, or a related financial field
Strong relationship-building and customer service skills
Proven ability to manage and grow a loan portfolio
Deep understanding of credit risk and loan structuring
Excellent communication, negotiation, and analytical skills
Familiarity with underwriting processes and regulatory guidelines
π‘ Bonus Points For:
Community involvement and a strong local network
Experience working with small to mid-sized businesses
Proficiency in commercial loan software and CRM tools
π± Why Join Us?
You'll be part of a high-performing team that values integrity, innovation, and genuine client partnership. We believe in empowering our people to make meaningful decisions, grow their careers, and support the communities we serve.
π Ready to Make an Impact?
If you're passionate about building long-term business relationships and providing financial solutions that drive real growth, we want to hear from you.
Apply today and bring your expertise where it matters most.
Signing Bonus May Apply. See job description for further details.
Commercial Banker
Longmont, CO jobs
???? Now Hiring: Commercial Banker
Drive Growth. Build Relationships. Make an Impact.
Are you a relationship-driven financial professional with a talent for growing portfolios and helping businesses succeed? We're looking for a Commercial Banker who thrives on forging strong client relationships, structuring smart financial solutions, and contributing to the financial success of both our customers and our institution.
???? What You'll Do:
As a Commercial Banker, you'll be the go-to financial expert for commercial clients-originating, underwriting, and closing secured and unsecured commercial loans. You'll work directly with business owners and leaders, helping them access capital while ensuring loans align with our lending objectives, credit policies, and risk standards.
Your responsibilities will include:
Managing and growing a portfolio of commercial customers
Originating and underwriting commercial loans
Gathering and reviewing application data, including credit reports, appraisals, and financial records
Collaborating with Credit Administration to ensure timely and accurate loan processing
Negotiating loan terms and repayment structures with customers
Presenting credit requests to loan committee when needed
Cross-selling deposit and fee-based services based on customer needs
Maintaining updated loan documentation and ensuring compliance with internal policies
Actively representing the Bank in the community to support business development
???? What You Bring:
Experience in commercial banking, credit analysis, or a related financial field
Strong relationship-building and customer service skills
Proven ability to manage and grow a loan portfolio
Deep understanding of credit risk and loan structuring
Excellent communication, negotiation, and analytical skills
Familiarity with underwriting processes and regulatory guidelines
???? Bonus Points For:
Community involvement and a strong local network
Experience working with small to mid-sized businesses
Proficiency in commercial loan software and CRM tools
???? Why Join Us?
You'll be part of a high-performing team that values integrity, innovation, and genuine client partnership. We believe in empowering our people to make meaningful decisions, grow their careers, and support the communities we serve.
???? Ready to Make an Impact?
If you're passionate about building long-term business relationships and providing financial solutions that drive real growth, we want to hear from you.
Apply today and bring your expertise where it matters most.
Signing Bonus May Apply. See job description for further details.
Commercial Banker
North Platte, NE jobs
Job Description
We are looking for an ambitious, self-motivated individual to join our Commercial Lending team.
Signing Bonus May Apply
Performs all duties associated with the Commercial Banker position in originating, underwriting and closing secured and unsecured commercial loans in accordance with established lending objectives, policies and procedures. Establishes, maintains and maximizes relationships with existing and potential customers. Profitably grows loans, deposits and fees. Ensures that credit quality guidelines are met/monitored.
Maintains a portfolio of existing customers and maximizes relationships based on customer need. Gathers and oversees compilation of all needed information for loan application. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks and other information pertinent to evaluation of loan application. Corresponds with or interviews applicant or creditors to resolve questions and negotiate deal.
Develops new business.
Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate.
Facilitates negotiation with customer, both new and existing, according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loan to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files.
Actively involved in community activities that promote Bank and/or assist with business development.
Commercial Banker
North Platte, NE jobs
We are looking for an ambitious, self-motivated individual to join our Commercial Lending team.
Signing Bonus May Apply
Performs all duties associated with the Commercial Banker position in originating, underwriting and closing secured and unsecured commercial loans in accordance with established lending objectives, policies and procedures. Establishes, maintains and maximizes relationships with existing and potential customers. Profitably grows loans, deposits and fees. Ensures that credit quality guidelines are met/monitored.
Maintains a portfolio of existing customers and maximizes relationships based on customer need. Gathers and oversees compilation of all needed information for loan application. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks and other information pertinent to evaluation of loan application. Corresponds with or interviews applicant or creditors to resolve questions and negotiate deal.
Develops new business.
Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate.
Facilitates negotiation with customer, both new and existing, according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loan to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files.
Actively involved in community activities that promote Bank and/or assist with business development.
Commercial Banker
Ogallala, NE jobs
We are looking for a driven, team-oriented individual to join our Commercial Lending team in Western Nebraska.
Signing Bonus May Apply
Performs all duties associated with the Commercial Banker position in originating, underwriting and closing secured and unsecured commercial loans in accordance with established lending objectives, policies and procedures. Establishes, maintains and maximizes relationships with existing and potential customers. Profitably grows loans, deposits and fees. Ensures that credit quality guidelines are met/monitored.
Maintains a portfolio of existing customers and maximizes relationships based on customer need. Gathers and oversees compilation of all needed information for loan application. Works in tandem with Credit Administration to request appraisals, applicant credit reports, background checks, reference checks and other information pertinent to evaluation of loan application. Corresponds with or interviews applicant or creditors to resolve questions and negotiate deal.
Develops new business.
Maximizes new and existing customer relationships by cross selling key deposit/fee income products/services as customer needs dictate.
Facilitates negotiation with customer, both new and existing, according to established standards, such as fees, loan repayment options, and other credit terms. Refers and/or presents loan to loan committee for approval in excess of individual loan approval authority. Ensures loan agreements are complete and accurate according to policy. Assures timely loan closing and funding activities. Maintains updated loan documentation and loan files.
Actively involved in community activities that promote Bank and/or assist with business development.