Relationship Banker III

Salary Range $28.00 - $36.00 Hourly

Position Type Full Time

Description

Do you desire a career that provides you with opportunities to learn, grow, and impact your community? Flatirons Bank is seeking candidates from all backgrounds to join our team.

We are looking for driven, reliable, hardworking candidates who want to make a difference in their community and work for a company where their opinion counts. We want our employees to be proactive, resourceful, communicative, efficient, and to provide key input into the future success of our team. If your goal is to build a career with impact and influence, consider joining the dedicated team at Flatirons Bank.

WHO WE ARE

Flatirons Bank is a full-service independent bank dedicated to serving the financial needs of individuals, businesses, and nonprofits in Boulder County. With locations in Boulder and Longmont, we provide personalized banking experience, making all our decisions locally. Since our inception over two decades ago, our goal has been to bring more to banking in Boulder County. We take pride in developing personal relationships with our clients while maintaining the highest level of professional service. Our suite of services includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending, and Commercial Real Estate Lending solutions.

Flatirons Bank not only provides personalized and innovative banking solutions for our clients, but our employees also personally contribute to making a difference in the Boulder County community through a variety of nonprofit organizations. Flatirons Bank’s headquarters location in Boulder was the first in the county to achieve LEED Gold certification upon its opening in 2009. The Bank actively works towards being a community leader that balances purpose with profit by considering the impact of its decisions on its stakeholders: employees, clients, vendors, community, and the environment. By working at Flatirons Bank, you are helping your neighbors and local businesses thrive.

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ROLE AND RESPONSIBILITIES

The Relationship Banker III plays a critical role in building and maintaining strong banking relationships with both consumer and business clients. This individual is responsible for deepening client engagement through tailored financial solutions, including deposit services and credit products. The Relationship Banker III serves as a trusted advisor and takes initiative in outreach and networking efforts to expand the bank’s presence in the community, as well as a background in cash handling, operations, sales and client service. This person may also be relied upon to train other entry level bankers. This position is based in Longmont and will be covering Boulder from time to time. The specific responsibilities are further outlined below:

Client Service & Sales

• Responsible for providing high-quality client experience for new, existing, and prospective clients.

• Effectively communicates the value of Flatirons Bank to prospects and Bank clients to market, deepen, and grow relationships. Cross sells the Bank’s products and services and refers clients to appropriate staff as appropriate.

• Manages a small book of business by actively connecting with clients to build lasting relationships and grow their relationship with the Bank.

• Reinforces the application of superior customer service through his or her own example along with appropriate follow-through with involved customers and employees.

• Performs Teller duties, cashes checks, savings withdrawals, and issues cashier’s checks; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; makes decisions when questionable items are presented for cashing.

• Provides effective customer service by answering client questions; investigates and corrects errors; and resolves problems or other issues.

Community Engagement & Business Development

• Represent Flatirons Bank at local networking events, community meetings, and business development forums.

• Actively engage in client outreach outside of the bank to raise brand awareness and build community trust.

• Partner with local business organizations and nonprofit groups to identify and support shared goals.

• Promote the Flatirons Bank brand as a trusted local banking resource. Operations & Compliance

• Ensure all loan and account documentation is accurate and compliant with federal and state regulations.

• Receive and process stop payment and hold notices.

• Proactively work with leadership to identify and solve efficiency opportunities in processes.

• May process online banking transactions including ACH, external transfers, mobile remote deposit items, etc.

• Perform other treasury management and operational duties as required.

• Assist in the preparation of operations audits as it relates to treasury management services.

• Makes decisions regarding the opening of new accounts; assigns account numbers; obtains and properly files all required CIP and other required documentation; verifies credit and/or account history as appropriate.

• Provides support to all assigned areas of branch operations where service or assistance is needed, including new accounts, tellers, operations, and safe deposit.

• Performs other duties related to branch operations daily.

• Reconciles internal accounts on a rotating basis, which includes researching and resolving outstanding items.

• May process ATM Access card requests, DDA lines of credit (Overdraft Protection), credit card, and debit card applications.

• Adheres to Bank policies, government regulations and legal requirements.

• Performs other operational duties as required.

Qualifications

EDUCATION / EXPERIENCE / SKILLS

• Bachelor’s degree preferred.

• Minimum 3 years of experience in retail or commercial banking.

• Active NMLS registration required.

• Demonstrated proficiency in consumer and business lending.

• Deep knowledge of deposit products, treasury services, and financial regulations.

• Proven ability to manage and grow a client portfolio.

• Excellent interpersonal, written, and verbal communication skills.

• Strong organizational, problem-solving, and time management skills.

• Familiarity with banking platforms, loan origination systems, and Microsoft Office Suite.

COMPETENCIES

• Client-focused with a proactive, solutions-oriented approach

• Self-starter with strong follow-through and accountability

• Strong team collaborator who can work independently when needed

• Strategic thinker with ability to connect clients’ needs to bank solutions

• Comfortable in public-facing and networking environments

COMPENSATION AND BENEFITS

• The position’s pay range starts anywhere between $28 to $36 per hour • An annual bonus may be paid to eligible employees based upon organizational and individual performance • Medical, dental and vision insurance • Employer paid short-term and long-disability insurance • Employer paid life insurance • Employer-matching 401K o Guaranteed Safe Harbor Match o Discretionary Yearend Profit-Sharing Match • Health Savings Account (HSA) with company contribution • Health Reimbursement Arrangement (HRA) • Paid-time off (PTO) • Sick time off • Volunteer time off • Paid parking

REPORTING

Supervision Received Directly: AVP, Market Manager Indirectly: VP, Market President

Supervision Exercised Directly: NA Indirectly : NA