Multi-Specialty Account Manager - Colorado Springs, CO
Relationship manager job in Colorado Springs, CO
Territory: Colorado Springs, CO - Multi-Specialty
Target city for territory is Colorado Springs - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Pueblo, Castle Rock and Colorado Springs, CO & Dodge City and Hays, KS.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Complex Sales Manager
Relationship manager job in Denver, CO
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location: Overview:
The Complex Sales Manager is responsible for effectively soliciting and becoming familiar with all accounts in his/her market segments. He/she is also responsible for prospecting and closing on assigned accounts/territory to positively impact hotel revenues.
Salary Range ($70,000 - $75,000)
In addition to travel discounts at our hotels, Highgate offers competitive benefits, including three pricing tiers of medical coverage as well as Dental and Vision to full-time associates. Retirement 401k Program is open to both full-time and part- time staff who qualify.
Applications will be accepted between 12/9/2025 through 12/31/2025.
Responsibilities:
Attend daily Highgate Hotel Business Review (HHBR) meeting.
Develop a full working knowledge of the operations of the hotel, including Food and Beverage, Guest Services and Reservations.
Develop a complete knowledge of company sales policies and SOP's, and ensure knowledge of and adherence to those policies by the sales team.
Meet or exceed set goals.
Operate the Sales Department within established sales expense budget.
Participate in required M.O.D. and Saturday office coverage as scheduled.
Initiate and follow up on leads.
Maintain and participate in an active sales solicitation program.
Monitor production of all top accounts and evaluate trends within your market.
Regularly contact existing accounts based on the tracing frequencies of the Account Coverage Program.
Meet or exceed sales solicitation call goals as assigned by the Director of Sales.
Invite clients to the hotel for entertainment, lunches, tours and site inspections.
Assist in implementing special promotions relating to direct sales segments, i.e. parties, sales blitzes, etc.
Assist in the preparation of required reports in a timely manner.
Be familiar with all Highgate Hotel sales policies and selling techniques with an emphasis on maximizing occupancy and Average Daily Rate (ADR).
Conduct a professional, thorough site inspection of the hotel with clients, exhibiting key features and benefits of the property.
Use your property's computerized sales management system to manage the hotel's business, including (but not limited to) generating reports, entering business, blocking space and building accounts.
Meet and greet onsite contacts.
Abide by Prime Selling Time (PST).
Develop networking opportunities through active participation in community and professional associations, activities and events.
Review meeting planner evaluations with the Director of Sales to ensure that issues receive follow-up.
Entertain clients.
Handle inquiries as part of Inquiry Day Program.
Qualifications:
College course work in related field helpful.
Experience in a hotel or a related field preferred.
High School diploma or equivalent required.
Must be skilled in Windows, Company approved spreadsheets and word processing.
Long hours sometimes required.
Light work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Must be able to effectively communicate both verbally and written with all level of employees and guests in an attentive, friendly, courteous and service oriented manner.
Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests.
Must be able to multitask and prioritize departmental functions to meet deadlines.
Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner.
Attend all hotel required meetings and trainings.
Participate in M.O.D. coverage as required.
Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel.
Maintain high standards of personal appearance and grooming, which include wearing nametags.
Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations.
Maximize efforts towards productivity, identify problem areas and assist in implementing solutions.
Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary.
Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives.
Must be able to maintain confidentiality of information.
Perform other duties as requested by management.
Property Account Manager
Relationship manager job in Denver, CO
The Property Account Manager role is an exciting opportunity to join a growing company and have a direct impact on client success. In this position, you'll play a key role in ensuring the long-term value and optimization of self-guided touring solutions for an assigned client portfolio. Success comes through building strong relationships, delivering insightful reporting on measurable KPIs, driving conversion rates, encouraging high adoption, and supporting portfolio growth.
As a trusted advisor and strategic partner, you'll collaborate closely with both client stakeholders and internal leadership to ensure ongoing performance, adoption optimization, and successful renewals. This is a proactive, customer-focused role that requires strong communication skills, analytical thinking, and the ability to influence across all levels from on-site property teams to executive decision-makers.
Responsibilities
Serve as the main point of contact for assigned client accounts and property teams.
Train on-site teams to effectively use the company platform.
Build client partnerships that lead to long-term advocacy and renewals.
Partner with clients to align platform success with leasing and revenue goals.
Monitor client KPIs, including adoption/utilization, conversion rates, tour completions, and satisfaction.
Share data-driven insights to maximize ROI and conversion potential.
Review and act on Leasa (AI) alerts, unit availability updates, and pre-implementation tour edits.
Benchmark client performance against industry standards and portfolio averages.
Identify and execute opportunities for portfolio expansion and new site activation.
Support property success in scaling self-guided touring across multiple properties and markets.
Collaborate cross-functionally with Sales, Product, and Client Onboarding teams to drive adoption, influence roadmap, and support upselling strategy.
Ideal Experience
3-5 years of experience in Property Account Management, or a related client-facing role.
Experience in real estate leasing or property management strongly preferred.
SaaS, proptech, or digital marketing background is a plus.
Strong communication, presentation, and relationship management skills.
Ability to manage multiple accounts and stakeholders simultaneously.
Tech-savvy, analytical, and comfortable with KPI dashboards and performance reporting.
Problem-solving mindset, proactive approach, and enthusiasm for client success.
#117931
The Larko Group is a women-owned, premier staffing and recruiting firm based in Chicago with a nationwide reach. We specialize in Direct Hire, Temp-to-Hire, and Temporary/Project placements across a wide range of roles, including Executive Assistants, Administrative Assistants, Personal Assistants, Chief of Staff, Office Managers, Receptionists, General Office, Event Support, Project Management, and Customer Service.
Roofing Sales Manager
Relationship manager job in Centennial, CO
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
Sales Manager
Relationship manager job in Denver, CO
Jack and Sage is building a team!
Jack and Sage is a fast growing startup in the dynamic Outdoor Industry producing innovative apparel designed to evoke memories of experiences and brand engagement for our customers.
The Company
We are seeking candidates passionate for a challenge and an opportunity to make a big impact within a startup.
Joining the Jack and Sage team, you will be immersed in an exciting startup environment of growth and passion. Our team thrives off the opportunity to make a big impact among a small team - forget bureaucracy and politics, we are fast paced, we value acting and initiative, and we broaden our experience by encouraging everyone to work closely with all our company departments.
If you would prefer to write a business plan, rather than follow someone else's, this company is for you.
The Job Description
As a Sales Manager, you will play a pivotal role in expanding our customer base, and accelerating our market presence. You will lead the charge in identifying new business opportunities, creating and fostering relationships that drive revenue growth. This role requires a self-starter who wakes up every morning focused on finding more opportunities.
Key Responsibilities
Proactively seek out new business opportunities through cold calling, networking, email reach out, etc.
Cultivate and maintain a robust pipeline of potential clients.
Develop and execute sales strategies to achieve revenue targets and drive business growth.
Collaborate with the sales team to identify new avenues for revenue generation and cross-selling opportunities
Lead efforts to expand the company's presence into new geographic regions or distribution channels.
Act as a brand ambassador, effectively communicating our company's mission, values, and unique selling points.
Represent the company at industry events, trade shows, and conferences to promote our brand and forge new relationships.
The Job's Qualifications & Requirements
Required
o Willingness to cold call and build relationships from scratch
o Interest in sales and a willingness to learn and develop sales techniques.
o Ability to engage with potential customers, listen actively, and clearly convey information
o Attention to detail and organization
o Denver, CO based- we are currently not considering candidates re-locating.
o In Office Position
Strongly Preferred
o Experience working with a small company
o Experience with ERP and CRM systems
Details
• Title: Sales Manager
• Start Date: ASAP
• Compensation: $65,000 Starting with $100,000+ OTE
• Benefits: Health Plan (50% of premiums), 3% Match of IRA
• PTO: Unlimited
• Hours: Full Time
• Location: 6900 E 47th Ave Drive, Denver, CO
Travel to awesome destination locations (20%)
Talk To Us About This Job!
Client Relationship Manager
Relationship manager job in Aurora, CO
We are aggressively seeking talented, enthusiastic individuals who are searching for an entry level opportunity in a professional setting. We are known for our personal approach and ability to drive revenue, while delivering five-star customer service in every client interaction.
As a Direct Customer Relations Associate, you will work directly with consumers to extend company outreach and secure ongoing business relationships! ** This position is VERY INTERACTIVE and is NOT a cubicle job.**
WE OFFER:
Paid training for qualified candidates
Weekly salary & generous bonuses
Outstanding growth opportunities
Team-focused environment
Company funded travel
Job Requirements:
Customer Service or Hospitality Experience
Excellent interpersonal communication skills
Quick thinker /sharp with response
Extreme attention to detail
Energetic demeanor/ outgoing personality
Team-oriented for shared workplace success
Responsibilities:
Sales Training & Brand Advertising
Human Resources & Compliance
Marketing Strategies & Techniques
Business Development Fundamentals
Customer Service & Communications
Those with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.
Auto-ApplyPharmacy Relationship Manager
Relationship manager job in Denver, CO
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
Relationship Manager (Certified Coach Success)
Relationship manager job in Denver, CO
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 teams
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
Auto-ApplyClient Relationship Manager III (Commercial Loan Officer III)
Relationship manager job in Greenwood Village, CO
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
Relationship manager job in Colorado Springs, CO
Who We Are
Investortools has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions, including SMA managers, fund managers, broker-dealers, and other market participants, to manage over $1 trillion in assets. We're committed to creative problem-solving, excellent service, and a collaborative culture rooted in strong values, offering you the opportunity to grow your skills and shape your career.
What You'll Do
As a Client Relationship Manager, you'll be a strategic partner our clients rely on to get the most out of their Investortools solutions. You'll work to build long-term relationships with assigned accounts, earning trust with key stakeholders, decision-makers, and users by understanding their unique goals and challenges. After gaining a deep knowledge of our products, you'll provide ongoing support, creative problem-solving, project management, and proactive guidance, promoting Investortools solutions that keep client operations running smoothly and efficiently.
In this client-facing, relationship-driven role, you'll work closely with developers and internal teams to enhance deployments, streamline integrations, optimize data operations, and refine workflows. Your ability to anticipate needs, address issues before they become problems, and inspire confidence will help develop strong partnerships and create lasting success.
Responsibilities
Provide a rapid response to technical and product support requests from clients.
Build, maintain, and deepen strong, long-term client relationships through trust, credibility and partnership with key users.
Effectively manage assigned clients' short- and long-term projects with competence and consistency.
Prioritize on-site and in-person client visit opportunities, traveling to financial centers across the country.
Effectively train users on Investortools products, workflows, and features.
Advocate internally for clients in a clear, concise, and measured manner.
Keep internal systems and stakeholders updated through good documentation and proactive communication.
Collaborate effectively with all stakeholders, including Account Executives, development teams, peers, and supervisors.
Partner with Account Executives to create a vision for client outcomes, set supporting goals, and deliver results for assigned client accounts.
Identify and escalate risks and opportunities within assigned client accounts to the appropriate Account Executive.
What We're Looking For
Bachelor's degree in Technology, Science, Business, Finance, Economics, Math, Engineering, or similar fields.
3+ years in a client relationship management or similar senior client-facing role.
Proven track record of building and maintaining executive-level relationships.
Desire to learn and support a robust software suite.
Willingness to learn the complex municipal and corporate bond market.
Strong analytical and problem-solving skills.
Proven ability to work well under pressure, manage projects and meet deadlines while maintaining high-quality results.
Able to work collaboratively across disciplines with excellent communication, organizational, and collaborative skills.
Exemplary interpersonal skills.
Eligible to work in the U.S. without visa sponsorship.
Why Investortools?
At Investortools, you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact.
We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration.
What we offer
Competitive Compensation: Estimated range $80k - $110k annual salary based on experience.
Generous Time Off: 17 days of PTO per year, plus 10 paid holidays.
Comprehensive Health Coverage: Medical, dental, and vision insurance with multiple deductible options and employer contributions.
Health Savings Account (HSA): Company-funded HSA plans, based on coverage level and IRS contribution limits.
Financial Security: Company-paid life insurance and both short- and long-term disability insurance.
Optional Coverage: Voluntary accident and critical illness insurance available.
Supportive Programs: Employee Assistance Program and wellness initiatives to support your well-being.
Retirement Savings: 401(k) retirement plan with company match.
Perks: Enjoy daily lunch provided on-site.
At Investortools, your contributions truly matter. The work is challenging, engaging, and meaningful. Apply now and let's talk about what we can accomplish together.
This is an exempt position anticipated to be between $80,000 - $110,000 annual salary based on experience and knowledge shown in the interview process.
Associate Client Manager
Relationship manager job in Englewood, CO
Job Description
Job Title: Associate Client Manager
Department: Diversified
Reports To: Client Service Team Leader - Diversified
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 commercial 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:
Retrieve electronic copy of endorsements, policies and other documents from carrier website and attach to the appropriate client in Epic.
Orders loss runs and experience modification worksheets from insurance carriers via email requests or retrieval from carrier websites.
Create and send pre-renewal, applications, and questionnaires to the team via the Indio platform.
Build proposal templates for the service team.
Obtain quotes for less complex, mono-line policies via carrier websites.
Issue and distribute to clients, new and renewal insurance certificates, and evidence of property to clients, including generating certificate holder lists at pre-renewal.
Order MVR as needed for underwriting purposes.
Issue auto ID cards.
Request policy changes from carriers, update the client's application, document appropriately in Epic, and follow up until changes are received.
Processes carrier endorsements and premium audits by verifying accuracy, invoicing, sending letters to clients and ensuring Epic data base was updated.
Process direct bill notices of cancellation by contacting carrier, determining if payment has been made, and notifying the Client Manager of outcome.
Respond to internal and external emails within 24 hours with an acknowledgement of receipt and a timeline for follow-up.
Review electronically scanned mail and process through proper activities.
Input various types of client data into Epic.
Check policies for accuracy, make note of any discrepancies and obtain direction from Client Manager on how to handle discrepancies.
Participate in training to enhance knowledge and skills and stay current with industry changes.
Attach and maintain all correspondence in Epic as required in department procedures.
Attend and participate in department meetings as well as other meetings as needed.
May handle traditional client servicing associated with full or reduced book of business.
Additional duties as assigned.
QUALIFICATIONS:
Bachelor's degree preferred.
Possession and maintenance of Property and Casualty Insurance license for the State of Colorado, or willingness to obtain.
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.
Basic understanding of debits and credits.
Willingness to take on additional responsibility as the need arises.
COMPENSATION INFORMATION:
Pay Range: $21-34/hr (dependent ono experience and/or qualifications)
Total Compensation = Pay + Performance + Benefits
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.
Bank Treasury Management Officer
Relationship manager job in Colorado Springs, CO
Job DescriptionDescription:
Are you looking for a long-term career that is customer focused, where you can provide exceptional service and build relationships in a community bank environment? If you are driven to build relationships and strive to achieve goals, then our Treasury Management Officer position could be a perfect fit for you!
We are currently seeking qualified applicants to join our team as a Treasury Management Officer at our Colorado Springs Banking Center.
About the Role:
The Treasury Management Officer (TMO) is responsible for driving revenue growth through the acquisition of new customers, expansion of existing relationships, and delivery of best-in-class treasury solutions. This role requires a consultative sales approach, deep knowledge of treasury management products and services, and a strong commitment to customer service. The TMO will collaborate with internal partners across the bank to deliver tailored solutions that meet customers' cash management, liquidity, and operational efficiency needs.
Primary Job Functions:
Customer Acquisition & Retention Deepen existing customer relationships by engaging in end-to-end business process discussions regarding customers' financial workflows and recommending appropriate treasury solutions.
Relationship Management Partner with Lenders, Business Development, Market Presidents, and other internal teams to support shared customer goals. Serve as the primary treasury sales contact for a designated portfolio of clients and prospects.
Thought Leadership and Product Knowledge Demonstrate expert-level knowledge of the bank's treasury management offerings. Act as a trusted advisor by providing insights and best practices to customers and colleagues alike.
About Us:
At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do.
We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships.
We also understand that navigating the world of finance can be complex. That's why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute.
At the core of our company is a commitment to Doing the Right Thing-always. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us.
Join us and be part of a team that is driven by these values-where growth, simplicity, and integrity define our path forward.
Why Join Us?
A dynamic and supportive team environment
Opportunities for growth and career development
Competitive compensation and benefits package
Benefits:
We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but can include:
Medical, Dental, Vision, Telemedicine
Paid Time off, Paid Volunteer Time, and Paid Holidays
Flexible Spending Account, Dependent Care FSA
Basic Life and AD&D Insurance, Voluntary Life and AD&D
Long-Term Disability
401k and Employee Stock Ownership (KSOP) Retirement Plan
Recruiting Referral Bonus
Lifestyle Spending Account Program
If you are eager to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family!
Requirements:
Education and Work Experience
High school diploma or GED required; Bachelor's degree in Business, Finance, or related field preferred.
At least three (3) years of banking experience required.
Minimum two (2) years of experience in treasury management services, including sales, onboarding, or training.
Strong knowledge of bank policies, procedures, and compliance regulations related to cash management.
Familiarity with business banking systems and treasury platforms preferred.
Skills and Competencies
Proven track record in consultative sales and customer relationship development.
Excellent verbal and written communication skills.
Strong analytical, organizational, and problem-solving abilities.
Proficiency in Microsoft Office and CRM tools (e.g., Salesforce).
Ability to work independently and collaboratively in a fast-paced environment.
Work Environment: This position is typically based in an office environment with occasional travel to customer locations and community events.
If you are unable to submit your application electronically, you may contact the Human Resources Department at ************ so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates and fringe benefits.
The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital and productive job fulfillment at all levels of our company.
Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks.
2026 JPMorganChase Fellowship Program- Commercial & Investment Banking- Commercial & Specialized Industries (C&SI) Track
Relationship manager job in Denver, CO
JobID: 210680006 JobSchedule: Full time JobShift: Base Pay/Salary: Denver,CO $25.00-$25.00; Boston,MA $26.45-$26.45; Los Angeles,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in the Commercial & Investment Banking - Commercial & Specialized Industries (C&SI) Track, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Charlotte, NC
Dallas, TX
Boston, MA
Los Angeles, CA
Denver, CO
Indianapolis, IN
Fellows will have an opportunity to select up to three location preferences in their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Commercial & Specialized Industries (C&SI)
In the Commercial & Specialized Industries track, you will spend a portion of the Program learning how we provide credit, cash management, capital markets, and corporate finance advisory solutions to mid-sized corporations, municipalities, and nonprofits. The Commercial & Specialized Industries group supports clients in various industries ranging from $20MM to $2B in revenue, as well as municipalities, and not-for-profit entities. Read more about Commercial Banking here.
Recommended Coursework:
* Financial Accounting or other course providing foundational knowledge of financial statements, accounting principles, and how businesses track and report financial performance.
* Cover topics such as capital budgeting, financial analysis, risk management, and funding strategies, all essential for understanding business lending and credit in a Corporate Finance course.
* Statistics or Data Analysis equips students with quantitative skills to analyze financial data, assess credit risk, and make informed decisions based on numerical information.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyCommercial Banker
Relationship manager job in Greenwood Village, CO
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 ************************
Commercial Banker
Relationship manager job in Longmont, CO
???? 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.
Associate Client Manager
Relationship manager job in Englewood, CO
Job Title: Associate Client Manager
Department: Diversified
Reports To: Client Service Team Leader - Diversified
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 commercial 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:
Retrieve electronic copy of endorsements, policies and other documents from carrier website and attach to the appropriate client in Epic.
Orders loss runs and experience modification worksheets from insurance carriers via email requests or retrieval from carrier websites.
Create and send pre-renewal, applications, and questionnaires to the team via the Indio platform.
Build proposal templates for the service team.
Obtain quotes for less complex, mono-line policies via carrier websites.
Issue and distribute to clients, new and renewal insurance certificates, and evidence of property to clients, including generating certificate holder lists at pre-renewal.
Order MVR as needed for underwriting purposes.
Issue auto ID cards.
Request policy changes from carriers, update the client's application, document appropriately in Epic, and follow up until changes are received.
Processes carrier endorsements and premium audits by verifying accuracy, invoicing, sending letters to clients and ensuring Epic data base was updated.
Process direct bill notices of cancellation by contacting carrier, determining if payment has been made, and notifying the Client Manager of outcome.
Respond to internal and external emails within 24 hours with an acknowledgement of receipt and a timeline for follow-up.
Review electronically scanned mail and process through proper activities.
Input various types of client data into Epic.
Check policies for accuracy, make note of any discrepancies and obtain direction from Client Manager on how to handle discrepancies.
Participate in training to enhance knowledge and skills and stay current with industry changes.
Attach and maintain all correspondence in Epic as required in department procedures.
Attend and participate in department meetings as well as other meetings as needed.
May handle traditional client servicing associated with full or reduced book of business.
Additional duties as assigned.
QUALIFICATIONS:
Bachelor's degree preferred.
Possession and maintenance of Property and Casualty Insurance license for the State of Colorado, or willingness to obtain.
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.
Basic understanding of debits and credits.
Willingness to take on additional responsibility as the need arises.
COMPENSATION INFORMATION:
Pay Range: $21-34/hr (dependent ono experience and/or qualifications)
Total Compensation = Pay + Performance + Benefits
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.
Auto-ApplyBank Treasury Management Officer
Relationship manager job in Colorado Springs, CO
Are you looking for a long-term career that is customer focused, where you can provide exceptional service and build relationships in a community bank environment? If you are driven to build relationships and strive to achieve goals, then our Treasury Management Officer position could be a perfect fit for you!
We are currently seeking qualified applicants to join our team as a Treasury Management Officer at our Colorado Springs Banking Center.
About the Role:
The Treasury Management Officer (TMO) is responsible for driving revenue growth through the acquisition of new customers, expansion of existing relationships, and delivery of best-in-class treasury solutions. This role requires a consultative sales approach, deep knowledge of treasury management products and services, and a strong commitment to customer service. The TMO will collaborate with internal partners across the bank to deliver tailored solutions that meet customers' cash management, liquidity, and operational efficiency needs.
Primary Job Functions:
Customer Acquisition & Retention Deepen existing customer relationships by engaging in end-to-end business process discussions regarding customers' financial workflows and recommending appropriate treasury solutions.
Relationship Management Partner with Lenders, Business Development, Market Presidents, and other internal teams to support shared customer goals. Serve as the primary treasury sales contact for a designated portfolio of clients and prospects.
Thought Leadership and Product Knowledge Demonstrate expert-level knowledge of the bank's treasury management offerings. Act as a trusted advisor by providing insights and best practices to customers and colleagues alike.
About Us:
At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do.
We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships.
We also understand that navigating the world of finance can be complex. That's why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute.
At the core of our company is a commitment to Doing the Right Thing-always. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us.
Join us and be part of a team that is driven by these values-where growth, simplicity, and integrity define our path forward.
Why Join Us?
A dynamic and supportive team environment
Opportunities for growth and career development
Competitive compensation and benefits package
Benefits:
We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but can include:
Medical, Dental, Vision, Telemedicine
Paid Time off, Paid Volunteer Time, and Paid Holidays
Flexible Spending Account, Dependent Care FSA
Basic Life and AD&D Insurance, Voluntary Life and AD&D
Long-Term Disability
401k and Employee Stock Ownership (KSOP) Retirement Plan
Recruiting Referral Bonus
Lifestyle Spending Account Program
If you are eager to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family!
Requirements
Education and Work Experience
High school diploma or GED required; Bachelor's degree in Business, Finance, or related field preferred.
At least three (3) years of banking experience required.
Minimum two (2) years of experience in treasury management services, including sales, onboarding, or training.
Strong knowledge of bank policies, procedures, and compliance regulations related to cash management.
Familiarity with business banking systems and treasury platforms preferred.
Skills and Competencies
Proven track record in consultative sales and customer relationship development.
Excellent verbal and written communication skills.
Strong analytical, organizational, and problem-solving abilities.
Proficiency in Microsoft Office and CRM tools (e.g., Salesforce).
Ability to work independently and collaboratively in a fast-paced environment.
Work Environment: This position is typically based in an office environment with occasional travel to customer locations and community events.
If you are unable to submit your application electronically, you may contact the Human Resources Department at ************ so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates and fringe benefits.
The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital and productive job fulfillment at all levels of our company.
Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks.
Business Relationship Manager I- Officer
Relationship manager job in Arvada, CO
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
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**
Wheat Ridge,CO $66,500.00 - $100,000.00 / year; Arvada,CO $66,500.00 - $100,000.00 / year
Commercial Banker
Relationship manager job in Greenwood Village, CO
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.
Commercial Banker
Relationship manager job in Longmont, CO
🌟 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.