Relationship manager jobs in Denver, CO - 739 jobs

Roofing Sales Manager - Lead with Integrity. Grow with Kapella. At Kapella Roofing, we're not just building roofs-we're building relationships. As a top-rated Denver roofing company with over 1,000 exterior improvement projects, our commitment to integrity, transparency, and professionalism sets us apart. We're seeking a dynamic Roofing Sales Manager to lead and expand our sales team, driving both residential and commercial projects to new heights. This role offers the opportunity to shape a team, influence company growth, and make a tangible impact in the communities we serve. Key Responsibilities: Recruit, train, and mentor a high-performing sales team. Drive sales across residential and commercial sectors in the Denver Metro area. Collaborate with estimators, operations, and leadership to ensure seamless project execution. Manage personal sales pipeline while supporting team members in achieving their goals. Develop and implement sales strategies aligned with company objectives. Qualifications: 5+ years of experience in roofing sales (residential, commercial, or both). 3+ year in a leadership or sales management role. Proven track record of meeting or exceeding sales targets. Strong understanding of the Denver roofing market and local regulations. Excellent communication, negotiation, and interpersonal skills. Why Join Kapella Roofing? Competitive Compensation: On-Target Earnings (OTE): $75,000 - $95,000+ Annually with uncapped commissions, bonus & team overrides. Growth Opportunities: Play a pivotal role in a company poised for expansion. Supportive Environment: Work alongside experienced professionals dedicated to excellence. Community Impact: Be part of a team that values giving back and making a difference. Comprehensive Benefits: Health insurance, paid time off, and professional development opportunities. Ready to Elevate Your Career? If you're a motivated leader with a passion for sales and a commitment to quality, we invite you to join our team. Apply today and be a part of Kapella Roofing's continued success. Job Type: Full-time Pay: $200,000.00 - $300,000.00+ total comp per year. Benefits: Dental insurance Health insurance Paid time off Vision insurance Compensation Package: Commission pay Performance bonus Uncapped commission Schedule: Monday to Friday Weekends as needed Experience: Roofing Sales Management : 5 years (Preferred) Commercial Roofing Sales Management : 3 years (Preferred) Work Location: In person

The Middle Market Banking Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Middle Market Banking Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Middle Market Banking Relationship Manager is responsible for managing his/her current loan portfolio. This position will report to the Market President. Duties & Responsibilities Additionally, a Middle Market Banking Relationship Manager will be responsible for: Developing new business and prospects and generate business loans through referrals, business calls, and community involvement. Analyzing customers' financial data, structure and negotiate credit transactions, and perform ongoing credit management. Servicing existing customer relationships to maximize profitability. Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts. Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans. Assist other lines of business with business development. Education & Experience Knowledge of: Strong oral and written communication skills Strong sales and customer service skills Ability to: Analyze and interpret numerical data Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents Make independent and difficult decisions within parameters of the Bank's loan policies Originate new procedures and approaches to problems Perform duties under frequent time pressures Education and Training: Requires Bachelor's degree with an emphasis in Accounting or Finance. Requires 2 or more years of banking, finance, or sales related experience. Six months or more credit analysis experience required. Requires knowledge of Microsoft Office Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $154,000 - $190,000/year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. Application Deadline: March 7th 2026

The Client Experience Manager plays a pivotal role in transforming support into client success. This leader is directly responsible for the engagement, growth, and performance of a cross-functional team-including Client Experience Champions, Client Engagement Leads/Managers, and Learning Enablement Coaches. Their mission: drive extraordinary client and employee experiences. This includes owning the Net Promoter Score (NPS) for their assigned region and fostering high employee satisfaction (eSAT) within their team. They act as both a strategic leader and a tactical support partner-ensuring clients feel supported, heard, and delighted, while employees feel empowered, challenged, and connected. This is a formal people leader position. Responsibilities Client Outcomes & Advocacy * Own the client experience for the assigned region, with NPS as the primary success metric. * Actively track and improve clients' NPS performance through relationship building, issue resolution, and value delivery * Use NPS data to inform outreach plans and success strategy adjustments * Regularly engage with clients and oversee communication on critical issues, roadmap items, and new features. * Understand regional client trends and ensure proactive outreach strategies are in place. * Surface product gaps, friction points, and enhancement opportunities to internal teams. * Serve as a high-level escalation path for client concerns that require management handling. * Consistently highlight Tyler's unique value in conversations with clients and internal stakeholders * Ensure regional teams understand how to communicate product differentiators when managing escalations or sharing best practices * Serve as a champion for the client experience-reinforcing where Tyler's solutions are delivering exceptional outcomes * Step in to handle support incidents as needed, especially during high-volume periods * Help clients navigate change-whether product updates, cloud transitions, or process shifts-by providing clarity, reassurance, and structured communication. People Leadership * Directly manage and develop a regional team of individuals including: * Client Experience Champions * Client Engagement Leads or Managers or Strategic Engagement Managers * Learning Enablement Coaches * Conduct regular 1:1s, career development planning, and performance reviews. * Foster a high-trust, high-performance team culture rooted in transparency, ownership, and continuous growth * Actively coach team members on handling escalations, improving call quality, and deepening client relationships Operational Oversight * Monitor regional call trends, case volumes, and support backlogs-ensuring appropriate resource coverage and load balancing. * Ensure SLAs are being met and pull in Client Engagement and Learning Enablement team members to assist with incidents as appropriate * Identify and act on staffing needs or workflow adjustments to improve service responsiveness. * Partner with other regional managers to share best practices and align on enterprise client strategies. * Track and report on team and regional performance-including NPS, eSAT, and operational KPIs. * Ensure all team members follow the regional feedback process defined by the Director of Client Operations. Employee Engagement & Enablement * Own the employee satisfaction and engagement for your regional team. * Partner with Learning Enablement Coaches to ensure training is timely, targeted, and effective. * Support a culture of open feedback, recognition, and accountability. * Serve as a role model for transparent communication-owning mistakes and showing others how to recover from them with integrity and follow-through. What Success Looks Like * Clients demonstrate loyalty and satisfaction through strong Net Promoter Scores (NPS) and qualitative feedback * Your team is highly engaged, supported, and performing at or above expectations. * Proactive client outreach is happening consistently-not just reactive support. * Your team members are growing in capability, confidence, and influence. * Regional themes and client needs are regularly synthesized and shared with product, support, and leadership stakeholders. Qualifications * Strong understanding of support operations, client lifecycle, and feedback systems (NPS, eSAT) * Ability to coach others in client communication, troubleshooting, and service recovery * Excellent communication, prioritization, and problem-solving skills * Familiarity with ERP systems, local government software, or SaaS environments is a plus

Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

Why Housecall Pro? Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America's 100 million homes. We're all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and-ultimately-save time so they can be with their families and live well. We care deeply about our customers and foster a culture where our company, employees, and Pros grow and succeed together. Leadership is as focused on growing team members' careers as they expect their teams to be on creating solutions for Pros. We also offer: * A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k) * Paid holidays and flexible, take-it-as-you-need-it paid time off * Equity in a rapidly growing startup backed by top-tier VCs * Monthly tech reimbursements * A culture built on innovation that values big ideas, no matter where they come from Role Overview: As a Manager, Certified Coach Success (internal title), you support the growth and success of our Certified Coach Network - experienced Pros who lead our Business Coaching programs. You ensure coaches are aligned, engaged, and equipped to deliver high-impact experiences to our customers. You serve as the operational and strategic anchor for coach onboarding, utilization, and engagement, while acting as the primary liaison between coaches and internal teams. You thrive in fast-paced environments, balancing day-to-day execution with continual program improvements and feedback loops. Your work strengthens the bridge between coach excellence and customer outcomes. Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success. What you do each day: * Oversee the operational coordination of the Certified Coach network across all coaching programs * Manage and track coach utilization, ensuring consistent alignment with program capacity and enrollment * Lead recruitment of new Certified Coaches exclusively from our Pro customer base * Facilitate onboarding experiences that set new coaches up for success * Maintain accurate records of coach assignments, availability, and performance * Facilitate ongoing communication and engagement across the coach network * Organize monthly masterminds to support knowledge sharing and community * Monitor feedback from Pros and coaches to identify program improvements * Collaborate with internal teams to ensure coaches are informed of updates, changes, and goals * Analyze program data to recommend enhancements to coach experience, training, and outcomes Qualifications: * 3-5 years experience in program management, customer success, operations, or enablement * Experience working with independent contractors or distributed contributor networks * Proven track record of cross-functional collaboration with product, marketing, or operations team * Experience using AI tools to increase quality and efficiency of work * Strong communication and relationship-building skills * Bachelor's degree or equivalent work experience What will help you succeed in this role: * A proactive mindset and strong sense of ownership * Comfort navigating ambiguity and adapting to change * Enthusiasm for supporting entrepreneurs and small business success * Ability to manage multiple priorities while staying organized * Confidence facilitating group discussions or trainings in virtual settings Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service. Housecall Pro's brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success. We support more than 40,000 businesses and have over 1,800 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we'd love to hear from you Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. Location Dependent Information This role is open to candidates and the expected salary range for this role is $75,000-$88,000 OTE ($64,000-$75,000 base with 15% variable component). The specific salary for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we're scaling our team to help enable and accelerate our growth. #LI-Remote Privacy Notice for California Job Candidates - Housecall Pro

- Paraplanner / Client Relationship Manager Denver, CO (Denver Tech Center) Hybrid Schedule - 3 days in-office, 2 days remote each week. About ALFA Advisory - We are a boutique financial advisory firm that serves business owners and entrepreneurs. We help our clients with a spectrum of wealth management decisions, all centered on their business and their human capital as their greatest assets. Our operational partner, Sanctuary Wealth, directs $50B in client assets. Our firm's core values are Excellence, Integrity, Accountability, Community, and Innovation. We are results and action-oriented, with a focus on attention to detail and quality. We put a premium on strong talent and great energy; our small team only wants to work with other high-performing people with a sense of humor. Life is too short to not love what you do, and the work we choose is one of the biggest ways we can make an impact on our community and world! Role Overview - We are seeking a Paraplanner / Client Relationship Manager to provide technical planning, execution and investment operations support for our growing advisory team. This role is 0% sales but will be client facing. Your impact comes from ensuring flawless planning, reporting, onboarding, and investment workflows so our advisors can focus entirely on serving clients and driving growth. You will be expected to interface with clients directly, ask clarifying questions to determine the underlying concerns, research solutions, and then provide timely answer in easy-to-follow language. This is an ideal role for someone with 1-5 years of RIA or wealth management experience who is strong in the details, eager to grow, and comfortable owning core planning & operational functions. Key Responsibilities Build, update, and maintain eMoney financial plans for clients and prospects, translating advisor notes into accurate plan inputs, assumptions, and planning recommendations. Generate and manage Orion performance reports, quarterly review packets, and dashboards to support client meetings and ongoing monitoring. Manage Fidelity Wealthscape account onboarding, transfers, service requests, and documentation to ensure smooth client transitions and accurate account setup. Execute ad-hoc trades, manage cash movements, and support day-to-day investment operations under advisor direction. Complete Adhesion account onboarding, strategy selection, and ongoing maintenance. Run portfolio and investment analysis using tools such as BlackRock 360, Franklin Templeton Portfolio Analytics, internal allocation models, and custodian reporting systems. Process alternative investment purchases via +Subscribe and maintain accurate tracking. Prepare client meeting materials, ensure completion of follow-up items, and maintain client details across planning & operational workflows; eventually take full ownership of delivery. Provide exceptional client service support, ensuring timely responses, detailed follow-through, and coordination across the advisory and operations teams. Maintain high data integrity, adhere to compliance requirements, and support internal process improvements as the firm grows. Requirements Qualifications Required 1-5+ years of experience in wealth management, RIA operations, or financial planning. Strong understanding of key financial planning concepts - i.e. differences between Traditional vs. Roth IRAs, tax impacts, contribution rules, and common planning strategies. Experience with any of the following systems (training provided where needed): eMoney or similar planning software Orion or performance reporting platform Fidelity Wealthscape or another custodian Adhesion, BlackRock 360, FT Portfolio Analytics, or similar tools Strong organizational skills, detail orientation, and the ability to manage multiple priorities. Preferred Experience in a technical paraplanner, analyst, or senior analyst role. Familiarity with alternative investments and subscription platforms. Desire to pursue CFP down the road (not required). Prior experience in a growing or boutique RIA environment. Personal Attributes Proactive, accountable, and committed to doing work with excellence. Curious and eager to learn deeper planning and investment workflows. Positive energy and eagerness to contribute to a fast-moving entrepreneurial team. High integrity and a genuine desire to help clients succeed. Compensation & Benefits Competitive base salary: $70,000-$90,000 Annual bonus opportunity PTO, holidays, and access to Sanctuary Wealth resources, tools, and training programs. 75% Employer-Provided Health Insurance and 401k with 4% match

What it's about Partners Group is looking for a Senior Client Relationship Manager to join our Client Solutions sales and marketing team in a remote capacity, with primary responsibility for the US Defined Contribution market. The successful candidate will possess extensive Defined Contribution experience and comprehensive knowledge of the US DC landscape, including key industry stakeholders. Direct client engagement experience in Private Markets within the Defined Contribution space is required. In this role, you will lead business development initiatives targeting specific DC market segments, organized by client type and/or geographic location. Your responsibilities will also encompass market intelligence gathering, along with contributing to marketing strategies and content creation. Key Responsibilities: * Drive sales growth within specific segments of the US Defined Contribution market through strategic engagement with existing clients and prospective partners * Execute and manage targeted campaign initiatives tailored to your designated market segment * Partner closely with investment teams to deliver timely and relevant investment insights to clients and prospects * Contribute to the development of DC-focused market materials, including conceptualizing topics for new whitepapers and thought leadership content What we expect * Bachelor's degree with a strong academic record required * 10+ years of relevant professional experience, preferably within financial services and sales/marketing functions * Defined Contribution background strongly preferred; ideal candidates will demonstrate deep familiarity with the DC landscape * Comprehensive knowledge of private markets highly valued; CAIA or CFA designation is a plus * Outstanding written, verbal, and presentation communication skills * Demonstrated enthusiasm for sales, marketing, and financial markets * Solid understanding of the sales cycle and business development processes * Superior organizational skills with proven ability to manage multiple priorities effectively What we offer Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. Our offerings include: * Professional, international, and high-performing work-environment * Challenging, rewarding career within a growing company * Collaborative environment, with on-the-job training and mentorship opportunities * Competitive benefits and wellness package, including medical, dental and vision coverage * 401k (Roth and pre-tax options) with company-match * 25 vacation days, and 13 holidays annually * One-month sabbatical after every five years of service * Company paid life and disability insurance * Education assistance program * Lunch stipend * Domestic and international events, including offsites and volunteer opportunities * Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long-term incentives. Base pay range for this role is $200,000 - $263,000 and a performance-based bonus and equity are additional parts of the total compensation package ********************* Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at ******************** Job Segment: Marketing Manager, Social Media, CFA, Equity, Manager, Marketing, Finance, Management

Job Description Job Title: Associate Client Manager Department: Private Client Practice Area Reports To: Senior Client Manager FLSA Status: Non-Exempt The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day-to-day Personal Lines insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience. KEY RESPONSIBILITIES: Oversee the daily download and resolve download suspense items. Initiate and track policy changes from carriers; update client records in Epic and ensure timely follow up. Retrieve and organize documents from carrier website and attach to the appropriate client within Epic. Issue and distribute certificates of insurance and auto ID cards. Request MVRs, CLUE reports and loss history from vendor websites or insurance carriers. Prepare and validate renewal reviews for accuracy and completeness. Manage direct bill cancellation notices, confirm payment status, and escalate as needed. Maintain proactive communication with clients, teammates, and carrier partners. Serve as a primary contact for all routine client inquiries, policy updates, and claim support. Process incoming mail; resolve direct bill issues, including mortgagee updates. Assist in preparing proposals and program analyses. Prepare lost policy releases, obtain signatures from client, send to carrier, and follow up for cancellation endorsement. Distribute policies to clients as needed. Maintain accurate client data in Epic. Participate in ongoing training and stay informed of industry developments. Attend and participate in department meetings as well as other meetings as directed. Additional duties as assigned. QUALIFICATIONS: Proactive participation in continuing education classes. 1-2 years of industry experience in a similar position beneficial, but experience not required. Strong written, presentation, interpersonal, organizational, time management, and oral communication skills. Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day. Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint. Ability to make decisions that are limited to a few options with minimal room for discretion. Ability to solve problems that are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options. Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms. Accurate entry of data and supporting documentation into the software a must. Willingness to take on additional responsibility as the need arises. SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities. PHYSICAL DEMANDS: This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job. COMPENSATION INFORMATION: Pay Range: $21-34/hr (dependent on experience and/or qualifications) Total Compensation = Pay + Performance + Benefits

About Us: At Summit Wealth Management, we take pride in offering a breadth of experience, specialized financial expertise, and an elevated level of service. Our team works collaboratively to design and implement personalized strategies tailored to meet our clients' unique financial needs. Thanks to the loyalty and trust of our clients, Summit Wealth Management has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This honor reflects our unwavering commitment to excellence and the dedication of our entire team. About the Opportunity Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Summit Wealth Management is an independent franchise associated with Ameriprise Financial. You would be part of a six-person client relationship team that assists five advisors with the practice's operations. As a Client Relationship Manager and Paraplanner, you will assist financial advisors with the financial planning workflow. This role provides client relationship support through managing, gathering, and analyzing client data, and helping prepare preliminary financial plans and other related client deliverables. You will also perform various practice management tasks related to client service, including responding to ad hoc requests, coordinating and completing projects, and supporting routine client initiatives, all with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position requires consistently adhering to high standards of business and professional ethics, as well as meeting all legal and regulatory requirements when interacting with others or performing work activities. If you have great problem-solving and customer service skills, a positive attitude, and a curiosity to continually learn and grow, this role may be the perfect fit for you. Key Responsibilities: Will change over time to meet the needs of the practice and can include other duties as assigned by leadership Process client service requests and activity, including ensuring new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of investment transfers Work with home office to ensure the proper handling of client service requests. Readily and proactively contact clients as needed and document in our CRM (SalesForce) Manage Summit Wealth Management email; processing transaction requests from financial advisors and clients Assist advisor(s) in servicing financial planning clients including becoming an expert in financial planning analysis (MoneyGuide Pro) and supporting tools Provide general administrative duties such as scheduling client appointments, returning calls for advisors, answering clients calls, maintaining client facing spaces, and follow up on key actions Qualifications: College Degree in Accounting, Finance, or a similar field required 5+ years of experience in the financial service or related field preferred While not required, the following licenses and registrations (active or held previously): FINRA Series 7, FINRA Series 66, Life/health insurance license(s), Registered Paraplanner designation are preferred Key Traits of a Successful Candidate: Ability to adhere to rules and regulations as stated and required by the advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor's practice Proficient in Microsoft Office Suite with strong computer and technology skills Strong attention to detail, organizational, communication, and interpersonal skills High level of integrity, professionalism, and self-motivation Positive attitude and curiosity to constantly learn and grow. Proven ability to apply critical thinking skills What We Offer: Starting salary range of $75K to $85K, depending on experience and responsibilities Access to 401K, profit sharing, health benefits, and Paid Time Off (PTO) Full-time hybrid role: in-office 3 days per week Opportunities for career advancement within a growing, innovative company, including potential for management roles Ongoing training and professional development Location: Greenwood Village, CO 80111 How to Apply: Applicants may apply in one of the following ways: Directly on this job board by following the application instructions provided. Through our company's hiring portal at ***************************************************

Job Description Commercial Banker We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses. This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization. Position Overview The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients. Key Responsibilities Originate and manage commercial loans, including: Commercial Real Estate (CRE) C&I (Commercial & Industrial) Build, manage, and grow a commercial loan portfolio Analyze borrower financials and assess credit risk Prepare and/or review credit memos and financial spreads Partner with internal credit and underwriting teams throughout the loan process Develop and maintain long-term relationships with clients, referral sources, and community partners Ideal Background 3+ years of commercial lending experience Demonstrated annual production and loan origination history Strong commercial credit foundation, including: Formal credit training and/or prior Credit Analyst experience Ability to read and interpret financial statements and spreads Underwriting experience (hands-on preferred) Experience managing and growing a commercial loan portfolio Existing book of business is a plus, but not required Experience with CRE and/or C&I lending Why This Role Relationship-driven lending environment Opportunity to make a direct impact on clients and the local market Access to leadership and decision-makers Supportive credit and operations teams Ability to grow and shape a meaningful book of business Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. brian@solidrockrecruiting.com (605) 910-9530

JobID: 210682783 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $109,250.00-$169,000.00; Westminster,CO $109,250.00-$169,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities * Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. * Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners * Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects * Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship * Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions * Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience * Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience * Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards * Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently * Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate * Balance needs of clients with associated risks and interests of the firm * Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field, or equivalent work experience * Minimum of 3 years' managing clients >$10+MM revenue * In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts * Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

🌟 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.

Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank. Principal Accountabilities: Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional). Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information. Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products. Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM. Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests. Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking. Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties. Mentors less experienced commercial banking associates through delegation of duties and oversight of work. Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform. Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business. Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success. Maintains client information in complete confidence. Completes other specified duties as assigned. Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.

Job Description Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

Job Title: Associate Client Manager Department: Private Client Practice Area Reports To: Senior Client Manager FLSA Status: Non-Exempt The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day-to-day Personal Lines insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience. KEY RESPONSIBILITIES: Oversee the daily download and resolve download suspense items. Initiate and track policy changes from carriers; update client records in Epic and ensure timely follow up. Retrieve and organize documents from carrier website and attach to the appropriate client within Epic. Issue and distribute certificates of insurance and auto ID cards. Request MVRs, CLUE reports and loss history from vendor websites or insurance carriers. Prepare and validate renewal reviews for accuracy and completeness. Manage direct bill cancellation notices, confirm payment status, and escalate as needed. Maintain proactive communication with clients, teammates, and carrier partners. Serve as a primary contact for all routine client inquiries, policy updates, and claim support. Process incoming mail; resolve direct bill issues, including mortgagee updates. Assist in preparing proposals and program analyses. Prepare lost policy releases, obtain signatures from client, send to carrier, and follow up for cancellation endorsement. Distribute policies to clients as needed. Maintain accurate client data in Epic. Participate in ongoing training and stay informed of industry developments. Attend and participate in department meetings as well as other meetings as directed. Additional duties as assigned. QUALIFICATIONS: Proactive participation in continuing education classes. 1-2 years of industry experience in a similar position beneficial, but experience not required. Strong written, presentation, interpersonal, organizational, time management, and oral communication skills. Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day. Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint. Ability to make decisions that are limited to a few options with minimal room for discretion. Ability to solve problems that are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options. Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms. Accurate entry of data and supporting documentation into the software a must. Willingness to take on additional responsibility as the need arises. SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities. PHYSICAL DEMANDS: This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job. COMPENSATION INFORMATION: Pay Range: $21-34/hr (dependent on experience and/or qualifications) Total Compensation = Pay + Performance + Benefits

JobID: 210694837 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $66,500.00-$100,000.00 If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities * Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 * Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses * Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio * Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed * Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships * Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs * Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills * Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience * General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market * Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners * Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently * Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment * Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills * Bachelor's degree in Finance or related field or equivalent work experience * Strong current business network

Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank. **Principal Accountabilities** : + Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional). + Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information. + Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products. + Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM. + Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests. + Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking. + Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties. + Mentors less experienced commercial banking associates through delegation of duties and oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform. + Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business. + Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success. + Maintains client information in complete confidence. + Completes other specified duties as assigned. + Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours. **Minimum Qualifications:** + Bachelor's degree in finance, accounting, or business administration required; MBA or other related graduate degree preferred. + Proven track record of relationship-based business development. + Minimum five years of related commercial lending or portfolio management experience. + Strong credit analysis skills. + Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred. + Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment. + Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents. **Physical Requirements:** The work environment is typical of a standard office or retail banking setting. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires occasional lifting and/or the exerting of up to ten pounds of force. If associate is approved for any hybrid work locations, lifting of about 5 lbs. (laptop) is required twice daily. Position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. The position involves frequent, sustained periods of sitting but also frequent, sustained periods of standing or moving from one worksite to another, including for example client locations, community events, and/or building sites. Position requires the ability to timely transport oneself from one local work site to another local work site via automobile or public transportation on a regular basis. Exposure to the elements is possible while outdoors. Depending upon specialty/geographic area assigned, position requires the ability to travel outside of local area, necessitating the ability to travel via airplane or other public transportation on an occasional basis. Pay range $115,000 - $170,000 Equal Opportunity Employer/Disabled/Veterans Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************

Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers *We are currently hiring for positions nationwide. Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process. Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Benefits Training and compensation: We include comprehensive training and ongoing coaching Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card! Monthly Bonuses

JobID: 210700840 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $147,250.00-$245,000.00; Denver,CO $137,750.00-$235,000.00; Boston,MA $147,250.00-$245,000.00; San Francisco,CA $147,250.00-$245,000.00 You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker within the Innovation Economy Portfolio (IEP) Debt Solutions Team, you will you will be responsible for growing and managing the Innovation Economy debt portfolio while cross-collaborating with Relationship and Investment Bankers, Credit Partners, and our Venture Capital Relationship Team within Commercial and Specialized Industries. This position will be a generalist role covering; Technology, Green Economy, Consumer, Healthcare, and Life Sciences. The IEP Debt Solutions Team is a key component of the firm's overall Innovation Economy (IE) business, by partnering with both internal and external partners, we manage a fast-paced ever- changing debt portfolio. In this role you will be collaborating with Relationship Bankers and Credit to assist in debt structuring, market and company analysis, negotiating transactions, leading training sessions, coordinating debt partnerships and portfolio management. We work both independently and as part of a dynamic team to deliver the entire firm to our clients and support the world's most innovative companies. Job Responsibilities * Demonstrate the ability to efficiently and effectively review debt diligence packages and work with Credit to construct creative debt solutions for innovation economy clients and prospects. * Develop new business by evaluating credit opportunities, deepening existing relationships, and by delivering the entire Firm * Participate in internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Credit, and Payments * Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately * Be passionate about innovation, the start-up eco-system and entrepreneurship, with a strong desire to stay up to date with industry trends and identify opportunities for innovation and strategic partnerships Required Qualifications, Capabilities and Skills * Bachelor's degree required * 5+ Years of related experience in Credit and Relationship Banking with a focus on debt structuring and excellent client relationship skills * Extensive knowledge of credit, corporate finance, treasury, commercial, and investment banking products * Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnerships with senior business and control partners * Ability to assess risks inherent in complex credit transactions and mitigate, structure, and negotiate accordingly * Exercises sound decision-making and independent judgment while effectively influencing and driving key decisions. * Outstanding professional reputation and integrity * Excellent problem solving, oral, and written communication skills * This position requires some travel, including attendance at events, trainings, and bank meetings nationwide. Preferred Qualifications, Capabilities and Skills * Formal credit or investment banking training * Highly skilled at comprehending and interpreting requests, shows proactive initiative, dedication to ongoing learning, and flexibility in responding to evolving demands and requirements. * Knowledgeable of the Venture Capital and Private Equity ecosystem * Ability to partner across lines of businesses and leverage internal resources * Strong knowledge of regulatory and control framework