Vectra Bank
Private Banking Portfolio Manager - Denver, CO
Vectra Bank, Denver, Colorado, United States, 80285
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.We are looking for a
Private Banking Portfolio Manager
in
Denver, CO .Essential Functions:Responsible for managing and servicing a portfolio of existing private banking and commercial loan relationships.Responsible for spreading and analyzing business and personal financial statements and tax returns, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.Responsible for understanding and applying loan policy and procedures as pertains to writing up detailed credit presentations to be reviewed by credit administration.Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.Assists bankers with new and existing loan requests and other special projects.Qualifications:Requires a bachelor's degree in banking, finance or a related field.4+ years credit associated lending and 7+ years related experience. An equivalent combination of education and experience may meet qualifications.Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.Advanced knowledge of complex personal tax returns.Strong accounting knowledge.Advanced knowledge of banking products, services, policies, procedures and regulations.Solid credit skills in underwriting, financial modeling, valuations and adherence to policy.Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills.Ability to meet deadlines.Must have solid communications skills, both verbal and written.Knowledge of lending, credit analysis preferable in a commercial lending environment.Familiarity of the sales, loan processing and closing processes.Requires skills and experience in applicant interviewing and perceptive character judgment.Must have good interpersonal and communication skills.Working knowledge of a software applications, including word processing and spreadsheets.You must want to be a part of a motivated and driven team and work under respected leaders. We need someone who is proactive, who has a great attitude, who is confident and wants to work with professional people and will inspire them to achieve the department initiatives.This position is eligible to earn a base salary in the range of $90,000 - $120,000 annually depending on job-related factors. Final offer amounts are determined by multiple factors such as but not limited to, level of experience, skills, expertise, location, education, and certifications.Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!401(k) plan, competitive compensation in line with work experience.Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements).Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within.Tuition Reimbursement for qualifying employees.Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include 'Accommodation needed' in the subject line to ensure your information is routed to the appropriate contact.Vectra Bank a division of Zions Bancorporation, N.A. Member FDIC.
#J-18808-Ljbffr
Private Banking Portfolio Manager
in
Denver, CO .Essential Functions:Responsible for managing and servicing a portfolio of existing private banking and commercial loan relationships.Responsible for spreading and analyzing business and personal financial statements and tax returns, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations.Responsible for understanding and applying loan policy and procedures as pertains to writing up detailed credit presentations to be reviewed by credit administration.Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio.Assists bankers with new and existing loan requests and other special projects.Qualifications:Requires a bachelor's degree in banking, finance or a related field.4+ years credit associated lending and 7+ years related experience. An equivalent combination of education and experience may meet qualifications.Advanced knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.Advanced knowledge of complex personal tax returns.Strong accounting knowledge.Advanced knowledge of banking products, services, policies, procedures and regulations.Solid credit skills in underwriting, financial modeling, valuations and adherence to policy.Requires solid customer service, relationship, organizational, analytical and creative problem-solving skills.Ability to meet deadlines.Must have solid communications skills, both verbal and written.Knowledge of lending, credit analysis preferable in a commercial lending environment.Familiarity of the sales, loan processing and closing processes.Requires skills and experience in applicant interviewing and perceptive character judgment.Must have good interpersonal and communication skills.Working knowledge of a software applications, including word processing and spreadsheets.You must want to be a part of a motivated and driven team and work under respected leaders. We need someone who is proactive, who has a great attitude, who is confident and wants to work with professional people and will inspire them to achieve the department initiatives.This position is eligible to earn a base salary in the range of $90,000 - $120,000 annually depending on job-related factors. Final offer amounts are determined by multiple factors such as but not limited to, level of experience, skills, expertise, location, education, and certifications.Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE!401(k) plan, competitive compensation in line with work experience.Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements).Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within.Tuition Reimbursement for qualifying employees.Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include 'Accommodation needed' in the subject line to ensure your information is routed to the appropriate contact.Vectra Bank a division of Zions Bancorporation, N.A. Member FDIC.
#J-18808-Ljbffr