Job Information
Zions Bancorporation Private Banking Premier Client Service Specialist MLO - Denver CO in Denver, Colorado
At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, play, and work here. Recently recognized as one of the Denver Posts Top Workplaces for 2022 and 2023. Vectra Bank Colorado offers our customers, and our employees, the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively to shape custom financial solutions for those raising a family or creating the next great local business. We are passionate about our business, and we are passionate about success.
At Vectra, we’re committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive, and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships – not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care.
With benefits starting on day one, over 11 bank holidays, and a company committed to career growth and advancement, Vectra is dedicated to being an employer of choice in our industry and community. At Vectra Bank, the possibilities are endless – come for a job, stay for a career.
At Vectra Bank, we’re committed to making this a great place to work and excel. We seek dedicated employees whose talent, drive, and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra Bank, the possibilities are endless – come for a job, stay for a career.
Vectra Bank Colorado is seeking a highly motivated Private Bank Client Support Specialist to join our Private Banking team in Denver, CO. We are looking for someone who is proactive and is successful in achieving department initiatives.
Key Responsibilities:
The primary focus in this role is to support the Private Banking Relationship Managers in meeting and exceeding their clients’ needs.
Provides assistance to multiple Relationship Managers in providing a variety of services to new and existing customers.
Helps facilitate loans processed from initiation through closing.
Prepares loan packages and coordinates submission for underwriting.
Effectively handles frequent contact with inter-organizational managers, employees, and external clients on non-routine, sensitive, and/or high-level matters.
Proficiently handles projects that are complex in nature which may require the frequent use of independent judgment within broadly defined policies and practices.
Always provides excellent verbal and written customer service.
Ensures adherence to compliance regulations, security, bank policies, procedures, and goals.
Completes research as needed, following each issue through to timely resolution.
Heavy deposit account preparation and origination including BOI completion.
Ongoing servicing and maintenance as main point of contact for Private Bank clients.
Is flexible and assists other team members as needed.
Acts as department liaison as necessary
Performs other duties as assigned.
Qualifications:
Requires High School diploma or equivalent and some experience in private banking is preferred or equivalent high-volume bank experience.
A college degree and 4 years related experience strongly preferred.
Preferred strong knowledge of depository account processes including business, estate, trust and sweep accounts.
Some Treasury Management product knowledge.
Advanced knowledge of banking processes
Strong organizational and customer service skills
Strong appreciation of details, thoroughness, and accuracy
Strong written and verbal communications skills
Ability to re-prioritize often/throughout the day to meet changing deadlines and priorities.
Working knowledge of PCs and Microsoft Office
Salary Range (based on job experience): $28.00 - $33.00 an hour.
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Req ID: 064864
To review our Benefits Summary browse here: https://zionsbancorp.referrals.selectminds.com/VectraBankCareers/moreinfo/Benefits
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
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Zions Bancorporation
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