What are the responsibilities and job description for the Private Banking Premier Client Support Specialist - Denver, CO position at Vectra Bank 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, and play here. Consistently recognized as a Top Workplace by The Denver Post, we offer our customers and employees the best of both worlds: broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we think creatively of shaping custom financial solutions for those raising a family or creating the next great local business. We are as passionate about business as we are about success.
At Vectra, we’re committed to making our company a great place to work and grow your career. We seek dedicated employees whose diversity, talent, drive, and innovative ideas add value to our customers, our colleagues and to our communities. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships – not increasing transactions. We do this by offering technology and resources typically only found within larger banks and combining those resources with an exceptional level of service more commonly associated with community banks and smaller financial institutions. We personify this difference through our tagline: Big Enough to Count / Small Enough to Care.
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.
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.
Benefits:
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.
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.
- Requires High School diploma or equivalent and some experience in private banking is preferred or equivalent to high-volume bank experience.
- A college degree and 4 years related experience are 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
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
Salary : $31 - $36
