Talent.com
Private Banking Premier Client Support Specialist - Denver, CO

Private Banking Premier Client Support Specialist - Denver, CO

BankTalent HQDenver, CO, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.

  • 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 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
  • Salary Range (based on job experience) : $31.25 - $36.00 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
  • serp_jobs.job_alerts.create_a_job

    Client Support Specialist • Denver, CO, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Client Services Specialist

    Client Services Specialist

    Biodesix, Inc.Louisville, CO, US
    serp_jobs.job_card.full_time
    Biodesix is a leading diagnostic solutions company, driven to improve clinical care and outcomes for patients.Transform patient care and improve outcomes through personalized diagnostics that are t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Float Client Relationship Consultant 3 (Banker) - Southlands - Aurora, COCategoryBranch BankingJob Id2025-0024197LocationAurora, CO, United StatesPosting Start Date10 / 01 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

    Float Client Relationship Consultant 3 (Banker) - Southlands - Aurora, COCategoryBranch BankingJob Id2025-0024197LocationAurora, CO, United StatesPosting Start Date10 / 01 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypeFull time

    US BankAurora, CO, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    US Customer Support Specialist

    US Customer Support Specialist

    HalterBoulder, CO, US
    serp_jobs.job_card.full_time
    US Customer Support Specialist.We're looking for a driven Customer Support Specialist to join our team in Boulder, Colorado. As one of the first on-the-ground members of our US Support Team, this is...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Director, Private Client Services

    Director, Private Client Services

    First National of NebraskaBoulder, CO, US
    serp_jobs.job_card.full_time
    At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.The UH...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Work From Home - Client Support Manager

    Work From Home - Client Support Manager

    Global Elite TexasThornton, Colorado, United States, 80241
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Step into our legacy of serving working class families since 1951, providing life, accident, and supplemental health products to safeguard members of labor unions, credit unions, associations, and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Professional Services (PS) Client Partner

    Professional Services (PS) Client Partner

    RingCentralDenver, CO, US
    serp_jobs.job_card.full_time
    Professional Services Client Partner.It's not everyday that you consider starting a new career.We're RingCentral, and we're happy that someone as talented as you is considering this role.First, a l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Int Client Relationship Operations Specialist

    Int Client Relationship Operations Specialist

    TransamericaDenver, CO, US
    serp_jobs.job_card.full_time
    Handle a diverse range of tasks assigned by one or more partners to support the daily administration of retirement plans across all markets. Review and research work requests to determine the best c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - Ken Caryl - Denver, CO (30 hrs)

    Client Relationship Consultant 2 (Banker) - Ken Caryl - Denver, CO (30 hrs)

    U.S. BancorpDenver, CO, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Float Client Relationship Consultant 3 (Banker) - Southlands - Aurora, CO

    Float Client Relationship Consultant 3 (Banker) - Southlands - Aurora, CO

    U.S. BancorpAurora, CO, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Relationship Specialist - Cherry Creek, CO

    Client Relationship Specialist - Cherry Creek, CO

    Charles SchwabDENVER, CO, United States
    serp_jobs.job_card.full_time
    Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Support Associate

    Client Support Associate

    Jackson HewittBrighton, CO, US
    serp_jobs.job_card.full_time +1
    Seasonal Client Support Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Account Specialist

    Client Account Specialist

    Hogan LovellsDenver, CO, US
    serp_jobs.job_card.full_time +1
    Client Account Specialist (CAS).Hogan Lovells is seeking a detail-oriented professional with legal billing experience to join our team as a Client Account Specialist (CAS).In this role, you'll mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Banker

    Private Client Banker

    KeyCorpEnglewood, CO, US
    serp_jobs.job_card.full_time
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.The Private Client Banker (PCB) is part of the Key Private Client Program and will focus o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    FCG Client Service Analyst

    FCG Client Service Analyst

    Morgan StanleyEnglewood, CO, US
    serp_jobs.job_card.full_time
    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customer Support Specialist

    Customer Support Specialist

    MedixMountain View, CO, US
    serp_jobs.job_card.full_time
    You are applying for a position through Medix, a staffing agency.The actual posting represents a position at one of our clients. In this role, you'll build rapport, research billing and claims, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Customer Support Specialist

    Customer Support Specialist

    Virco TalentLouisville, Colorado, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Job Title : Customer Support Specialist.Hybrid (West Coast / San Francisco).This is a newly created role where you'll play a key part in shaping workflows, driving process improvements, and ensuring ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - Erie, CO (30 hrs)CategoryBranch BankingJob Id2025-0022840LocationErie, CO, United StatesPosting Start Date09 / 19 / 2025Anticipated Posting End Date09 / 26 / 2025Job TypeFull time

    Client Relationship Consultant 2 (Banker) - Erie, CO (30 hrs)CategoryBranch BankingJob Id2025-0022840LocationErie, CO, United StatesPosting Start Date09 / 19 / 2025Anticipated Posting End Date09 / 26 / 2025Job TypeFull time

    US BankErie, CO, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Client Rep Specialist

    Client Rep Specialist

    American Income Life AODenver, CO, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    APPLICANT MUST RESIDE IN THE U.TO BE CONSIDERED FOR THIS POSITION, ALL OTHER APPLICANTS WILL BE IMMEDIATELY DISQUALIFIED • Are you ready to join the forefront of AO’s unparalleled growth in th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - Tech Center - Denver, CO (30 hrs)CategoryBranch BankingJob Id2025-0021870LocationDenver, CO, United StatesPosting Start Date09 / 09 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    Client Relationship Consultant 2 (Banker) - Tech Center - Denver, CO (30 hrs)CategoryBranch BankingJob Id2025-0021870LocationDenver, CO, United StatesPosting Start Date09 / 09 / 2025Anticipated Posting End Date09 / 19 / 2025Job TypeFull time

    US BankDenver, CO, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Relationship Consultant 2 (Banker) - Erie, CO (30 hrs)

    Client Relationship Consultant 2 (Banker) - Erie, CO (30 hrs)

    U.S. BancorpErie, CO, US
    serp_jobs.job_card.full_time
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days