Relationship Manager (Business Banking) jobs in Fort Collins, CO

Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager
  • Impact Solutions Inc
  • Fort Collins, CO FULL_TIME
  • Riverlink is seeking a Relationship Manager who will have a pivotal role in supervising client relationships and providing essential support to the wealth management team. Your duties will encompass overseeing client interactions, ensuring timely follow-through, and actively contributing to the formulation of personalized investment recommendations.

     

    Main Duties:

    • Act as the main point of contact for handling client service queries and resolving issues.
    • Address client requests, provide support, and offer financial investment advice in line with team philosophy.
    • Create and maintain each client’s financial plan while handling investment-related paperwork, including applications and withdrawal requests.
    • Stay informed on market conditions relevant to client objectives.
    • Support the Operations Team under the guidance of the Operations Manager.
    • Familiarity with Fidelity systems is a plus.

     

    Preferred Experience:

    • Bachelor's degree in finance or a related field.
    • 5 years of experience in wealth management.
    • Relevant certifications such as CFP, CIMA, or CFA are advantageous.
    • Series 65, 7, and 66 certifications are preferred.

     

  • 5 Days Ago

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Assistant Banking Center Manager
  • NBH Bank
  • Evans, CO FULL_TIME
  • It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what t...
  • 17 Days Ago

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Pharmacy Relationship Manager
  • America's Pharmacy Group, LLC
  • Fort Collins, CO OTHER
  • Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a...
  • 7 Days Ago

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Public Entity Relationship Manager
  • First National Bank of Omaha
  • Fort Collins, CO FULL_TIME
  • At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.Our Mode...
  • 19 Days Ago

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Middle Market Relationship Manager III
  • Umpqua Bank
  • Fort Collins, CO FULL_TIME
  • About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000 employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team a...
  • 5 Days Ago

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Business Manager
  • Windsor Charter Academy
  • Windsor, CO FULL_TIME
  • Summary Responsible for providing internal financial management to ensure maintenance of processes that support the vision and mission of the school, administrative team, Finance Director, Executive D...
  • 14 Days Ago

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0 Relationship Manager (Business Banking) jobs found in Fort Collins, CO area

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Structured Finance Senior Analyst
  • Scout Clean Energy
  • Boulder, CO
  • As Scout's Structured Finance Senior Analyst on our Capital Markets team, you will play an integral role in capital rais...
  • 4/18/2024 12:00:00 AM

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Assistant Branch Manager - Loveland, CO
  • BNP Paribas Group
  • Loveland, CO
  • We are looking for **Assistant Branch Manager - Loveland, CO** **Location** At Bank of the West, our people are having a...
  • 4/17/2024 12:00:00 AM

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Branch Manager II
  • Great Western Bank
  • Boulder, CO
  • ** Branch Manager II** **Job Category****:** Retail **Requisition Number****:** BRANC003805 Showing 1 location **Job Det...
  • 4/16/2024 12:00:00 AM

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Personal Banker - Roving Boulder District
  • WELLS FARGO BANK
  • Loveland, CO
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/15/2024 12:00:00 AM

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Personal Banker - Roving Boulder District
  • WELLS FARGO BANK
  • Longmont, CO
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/15/2024 12:00:00 AM

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Personal Banker Boulder North
  • WELLS FARGO BANK
  • Boulder, CO
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/15/2024 12:00:00 AM

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Personal Banker East Boulder
  • WELLS FARGO BANK
  • Boulder, CO
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/15/2024 12:00:00 AM

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TREASURY ANALYST
  • Hiring Now!
  • Greeley, CO
  • Treasury AnalystPurpose and Scope/General Summary: We are seeking a Treasury Analyst for our Corporate office in West Gr...
  • 4/14/2024 12:00:00 AM

Fort Collins is the Home Rule Municipality that is the county seat and the most populous municipality of Larimer County, Colorado, United States. Situated on the Cache La Poudre River along the Colorado Front Range, Fort Collins is located 56 mi (90 km) north of the Colorado State Capitol in Denver. With a 2016 estimated population of 161,000, it is the fourth most populous city in Colorado after Denver, Colorado Springs, and Aurora. Fort Collins is a midsize college city, home to Colorado State University. Fort Collins is situated at the base of the Rocky Mountain foothills of the northern Fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager (Business Banking) jobs
$64,257 to $98,656
Fort Collins, Colorado area prices
were up 2.3% from a year ago

Relationship Manager (Business Banking) in Sarasota, FL
Your Relationship Manager and their team are there to deliver support for your business.
February 08, 2020
Relationship Manager (Business Banking) in Hopkinsville, KY
As part of their growth strategy they currently have an outstanding opportunity for a talented and motivated relationship manager.
January 21, 2020
Relationship Manager (Business Banking) in Norwich, CT
Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC.
January 18, 2020