Resort Markets Relationship Specialist
Community Banks of Colorado, Basalt, Colorado, United States, 81621
Overview
THIS POSITION MAY BE LOCATED IN ASPEN, BASALT OR EAGLE. It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Our Bankers understand the complexities of people’s lives and offer simple solutions. That’s the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
Responsibilities
As a Resort Markets Relationship Specialist, manage daily, weekly, and monthly Commercial or Specialty Banking trend compliance reports, financial, pipeline and portfolio management reports. Input, monitor and process loan data in Capital Stream. Assist Relationship Managers, Portfolio Managers and Credit Analysts in monitoring maturing loans, past dues and covenant reports.
Assist Relationship Managers in processing and booking loans; review loan documents for accuracy. Partner with accounting, risk management and marketing to manage controls and requests related to regulatory exams, daily accounting/accounts payable, and marketing for Commercial Bank/Specialty Banking/Capital Finance.
Support client relationships through in-person meetings and calls with clients and prospects. Collaborate with Credit, Loan Operations and Executive Management as needed.
Manage an existing portfolio of clients and monitor operating performance, including reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and compliance with credit standards.
Support successful closing of new business and respond to credit-related inquiries from the team, prospects and clients. Assist with cross-selling lending, depository and treasury management products to new and existing clients; review legal documentation with clients and referrals.
Minimum Requirements
Associates degree or equivalent combination of education and related work experience.
3+ years of experience providing commercial banking loan and deposit support.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
Desired Skills
Bachelor’s degree
5+ years of experience in commercial banking loan and deposit operations support.
Prior work experience in the asset based or banking industry
Skills and Abilities
Exceptional verbal, written and interpersonal communication skills with the ability to clearly and concisely articulate issues, carry out instructions and instruct others, generate reports, correspondence and procedures.
Ability to work with minimal supervision while performing duties.
Effective organizational and time management skills.
Absolute discretion when dealing with confidential matters.
Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
Proficient in Salesforce.com, MS Office applications which include Outlook, Word, Excel, and PowerPoint.
Work Environment
We are committed to our core value of meritocracy and supporting our associates in growing within their role.
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
An associate must be able to work overtime to the extent necessary (typically no more than 5%).
Must be able to travel – estimated 3-5% of the time.
Benefits In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function should contact Human Resources. The Bank’s policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace. Colorado Residents: In any materials you submit, you may redact or remove age-identifying information. You will not be penalized for redacting or removing this information.
Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.
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THIS POSITION MAY BE LOCATED IN ASPEN, BASALT OR EAGLE. It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Our Bankers understand the complexities of people’s lives and offer simple solutions. That’s the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
Responsibilities
As a Resort Markets Relationship Specialist, manage daily, weekly, and monthly Commercial or Specialty Banking trend compliance reports, financial, pipeline and portfolio management reports. Input, monitor and process loan data in Capital Stream. Assist Relationship Managers, Portfolio Managers and Credit Analysts in monitoring maturing loans, past dues and covenant reports.
Assist Relationship Managers in processing and booking loans; review loan documents for accuracy. Partner with accounting, risk management and marketing to manage controls and requests related to regulatory exams, daily accounting/accounts payable, and marketing for Commercial Bank/Specialty Banking/Capital Finance.
Support client relationships through in-person meetings and calls with clients and prospects. Collaborate with Credit, Loan Operations and Executive Management as needed.
Manage an existing portfolio of clients and monitor operating performance, including reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and compliance with credit standards.
Support successful closing of new business and respond to credit-related inquiries from the team, prospects and clients. Assist with cross-selling lending, depository and treasury management products to new and existing clients; review legal documentation with clients and referrals.
Minimum Requirements
Associates degree or equivalent combination of education and related work experience.
3+ years of experience providing commercial banking loan and deposit support.
Strong Microsoft Office skills, including PowerPoint, Word, and Excel.
Desired Skills
Bachelor’s degree
5+ years of experience in commercial banking loan and deposit operations support.
Prior work experience in the asset based or banking industry
Skills and Abilities
Exceptional verbal, written and interpersonal communication skills with the ability to clearly and concisely articulate issues, carry out instructions and instruct others, generate reports, correspondence and procedures.
Ability to work with minimal supervision while performing duties.
Effective organizational and time management skills.
Absolute discretion when dealing with confidential matters.
Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
Proficient in Salesforce.com, MS Office applications which include Outlook, Word, Excel, and PowerPoint.
Work Environment
We are committed to our core value of meritocracy and supporting our associates in growing within their role.
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
An associate must be able to work overtime to the extent necessary (typically no more than 5%).
Must be able to travel – estimated 3-5% of the time.
Benefits In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function should contact Human Resources. The Bank’s policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace. Colorado Residents: In any materials you submit, you may redact or remove age-identifying information. You will not be penalized for redacting or removing this information.
Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.
#J-18808-Ljbffr