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.

     

  • 13 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...
  • 25 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...
  • 15 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...
  • 13 Days Ago

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Business Manager
  • Colorado Early Colleges
  • Fort Collins, CO OTHER
  • Job Details Job Location: Fort Collins High School - Fort Collins, CO Position Type: Full Time Education Level: 4 Year Degree Salary Range: $51,840.00 - $55,296.00 Salary/year Job Category: Finance De...
  • 1 Month Ago

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Relationship Manager II, Fort Collins - CO
  • IBTX Independent Bank
  • Fort Collins, CO FULL_TIME
  • The Relationship Manager is responsible for developing and managing commercial banking relationships to maximize profitability to the bank with acceptable risk; through relationship management, credit...
  • 16 Days Ago

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

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Financial Services Representative III
  • First Interstate BancSystem
  • Longmont, CO
  • **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is loc...
  • 4/26/2024 12:00:00 AM

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Group Sales & Booking Coordinator| Blue Arena
  • Oak View Group
  • Loveland, CO
  • Oak View Group: Oak View Group is the global leader in venue development, management, and premium hospitality services f...
  • 4/26/2024 12:00:00 AM

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Financial Coordinator
  • Loveland Housing Authority
  • Loveland, CO
  • The Loveland Housing Authority (LHA) Accounting and Finance Department is excited to be hiring a Finance Coordinatorto j...
  • 4/24/2024 12:00:00 AM

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Personal Banker - West Greeley Branch Greeley, CO
  • First National Bank of Omaha (FNBO)
  • Greeley, CO
  • At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of ...
  • 4/24/2024 12:00:00 AM

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Assistant Store Manager
  • Loaf N' Jug
  • Fort Collins, CO
  • Description: Position Summary: If you are a high energy, outgoing person who loves to help and lead others and is lookin...
  • 4/24/2024 12:00:00 AM

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Financial Coordinator
  • Loveland Housing Authority
  • Loveland, CO
  • The Loveland Housing Authority (LHA) Accounting and Finance Department is excited to be hiring a Finance Coordinatorto j...
  • 4/22/2024 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...
  • 4/22/2024 12:00:00 AM

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Senior Guest Advisor (Store 6664)
  • GameStop
  • Fort Collins, CO
  • At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products...
  • 4/22/2024 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