SB Financial Services Relationship Manager jobs in Colorado

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Commercial Relationship Manager
  • Wintrust Financial
  • Denver, CO FULL_TIME
  • Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.

    Why join us?

    • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

    • Competitive pay and discretionary or incentive bonus eligible

    • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

    • Family-friendly work hours

    • With 175 community bank locations, we offer opportunities to grow and develop in your career

    • Promote from within culture

    Why join this team?

    • We are a high performing, collaborative, and diverse team focused on targeting and supporting strong middle market companies.

    • We are seeking a critical thinker who's ready to take on new challenges in support of our stakeholders' ever-evolving business needs

    • Our team is in a unique position that allows us to collaborate with multiple other departments, have exposure to executive management, and develop new reporting;

    • Denver is highly visible to executive management to support the company's growth initiatives.

    VP Commercial Lending

    At Wintrust, we know the importance of relationships. Our clients are number one, which is why we want to make sure our people are the best and the brightest. Our employees are part of what make us who we are. Many of them have been with us since the opening of our first bank in 1991 and share a common passion for serving and supporting the communities we're part of. As we continue to grow our family, and the areas we serve, we want to know that we are expanding to include diverse, talented, well-rounded and passionate people who will continue to form and solidify the relationships our company prides itself on.

    Wintrust Commercial Banking is looking for a dynamic Middle Market Commercial Lender to join our team in the Denver area. The right individual will have a proven track record in lending with 5-7 years of experience working with Companies in Revenue $10 million - $300 million. This is an officer level position which requires proficiency in all areas of commercial banking, superior credit skills, and customer service and negotiations skills as well as significant bank product knowledge.

    Essential Duties and Responsibilities

    • Develop a variety of new client relationships and transactional activities for our Middle Market Group in the Denver

    • Proactively participate in planning the strategic direction of the Denver market with members of the Bank's senior management team, working closely with Senior and Executive Management, Capital Markets, and Lenders to identify and explore opportunities for new initiatives or product/program enhancements

    • Provide direction and coordinate key team members in analysis and execution of the effective delivery of credit products and services to clients and prospects; track pipeline and develop reporting efforts and results

    • Assess the risks and impacts from both the clients' and the bank's perspective for development and implementation of an overall client strategy

    • Assist in preparing and reviewing credit approval memorandums and review attorney-prepared loan documents for loans to ensure compliance and adherence to the loan approval guidelines

    • Work closely with Senior Management, Credit Officers and legal counsel while gathering documentation and ushering prospects and clients through the transaction life cycle

    • Take ownership of credit sheet content and quality by working closely with credit analysts on their successful and timely completion

    Minimum Education & Experience:

    • Bachelor's Degree in Finance, Economics or related quantitative field

    • 5 -10 years of experience in Commercial Banking and 2-5 years managing a portfolio of clients

    Desired Skills:

    • Comprehensive knowledge of federal and state regulations covering commercial banking activities

    • Strong analytical ability with effective written and verbal communication skills

    • High ethical standards and personal integrity

    The expected salary range for this role is $125-150,000, in addition to incentives. Compensation package will be based on background and relevant experience.

    From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.


    About the Company:
    Wintrust Financial



  • 15 Days Ago

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SVP, Relationship Manager III
  • First Western Financial, Inc.
  • Denver, CO FULL_TIME
  • First Western is seeking an SVP, Relationship Manager III to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professio...
  • 7 Days Ago

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SVP, Relationship Manager III
  • First Western Financial, Inc.
  • Denver, CO FULL_TIME
  • First Western is seeking an SVP, Relationship Manager III to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professio...
  • 7 Days Ago

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Financial Center Relationship Banker
  • Independent Financial
  • Berthoud, CO FULL_TIME
  • The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships ut...
  • 1 Month Ago

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Financial Center Relationship Banker
  • Independent Financial
  • Castle, CO FULL_TIME
  • The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships ut...
  • 1 Month Ago

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Financial Center Relationship Banker
  • Independent Financial
  • Fort Collins, CO FULL_TIME
  • The Financial Center Relationship Banker is a sales and service focused position designed to achieve financial center objectives by generating new relationships and retaining existing relationships ut...
  • 1 Month Ago

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Tax Manager - Financial Services
  • EisnerAmper LLP
  • New York, NY
  • Job Description EisnerAmper is seeking a Manager to join the Financial Services Tax practice. We are seeking someone who...
  • 4/26/2024 12:00:00 AM

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Program Manager, Financial Services
  • BIP.Monticello
  • Philadelphia, PA
  • Bip.Monticello Consulting, a high-end management consulting firm specializing in the global financial services industry,...
  • 4/25/2024 12:00:00 AM

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Audit Manager - Financial Services
  • Eugene School District
  • Eugene, OR
  • Salary : $86,361.00 - $113,252.00 Annually Location : Eugene, OR Job Type: Full Time Job Number: 2024-00133 School/Depar...
  • 4/25/2024 12:00:00 AM

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State and Local Tax Financial Services Manager
  • PwC
  • New York, NY
  • A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you w...
  • 4/24/2024 12:00:00 AM

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Assurance Manager Financial Services
  • Moss Adams Llp
  • Sacramento, CA
  • Job Description - Assurance Manager Financial Services (26621)Assurance Manager Financial Services ( Job Number: 26621 )...
  • 4/24/2024 12:00:00 AM

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Assurance Manager - Financial Services
  • Moss Adams LLP
  • Campbell, CA
  • Assurance Manager - Financial Services Description At Moss Adams, we champion authenticity. For us, that means fostering...
  • 4/24/2024 12:00:00 AM

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Financial Services Manager
  • Trex Company
  • Winchester, VA
  • When you work at Trex, you're helping to grow and enhance a true original. You join a company that boldly launched an en...
  • 4/22/2024 12:00:00 AM

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Tax Manager - Financial Services
  • Wipfli LLP
  • Minneapolis, MN
  • Referral Details: We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candid...
  • 4/22/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,404 to $92,576

SB Financial Services Relationship Manager in Abilene, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
January 26, 2020
SB Financial Services Relationship Manager in Springfield, OH
Based on our compensation data, the estimated salary potential for SB Financial Services Relationship Manager will increase 10 % over 5 years.
December 20, 2019