Description
General Purpose
The Relationship Manager works closely with Loan Officer(s) and Bank customers to successfully manage and enhance the customer relationship.
Essential Duties/Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Acts as liaison between location officers and back office lending personnel, including booking new loans and renewals.
Understands commercial relationships and loan officer requirements, communicate as appropriate with customer, and gather all necessary information and documentation for new loan requests, renewals and modifications.
Prepares the weekly past due, overdraft and maturing loan lists and assist in the collection of past due loans.
Analyzes and prepares commercial loan packets and manage the process through to closure.
Provides administrative assistance to commercial, consumer and branch loan officers.
Prepares appropriate loan disbursement entries (cashier's checks, deposit, wire transfer etc.) on signing date, in coordination with loan disbursement instructions provided by Loan Processor.
Works with Title Companies and Loan Admins as needed to clear requirements and complete closing.
Successfully manages Loan Document exceptions, working with lenders and clients as needed for resolution.
Reviews Loan Documents prior to closing.
Communicates with customers as needed for payment collection.
Successfully serves as a key contact point for bank customers and collects monthly and annual financial statements from them.
Manage sofficer pipeline opportunities and support follow-up/outreach.
Works with CSR's to establish requested/required deposit accounts.
Regular and reliable on-site attendance is required.
Performs other duties as assigned.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability:
Demonstrate excellent oral and written communication skills.
Ability to provide Outstanding Customer Service through courteous, knowledgeable and professional communication, whether in person, via electronic communication, or telephone.
Excellent Oral and Written Communication Skills.
Knowledge of general banking policies/procedures, including an understanding and application of banking compliance regulations.
Thorough understanding of Alpine Bank Consumer and Commercial Credit Policy and Process. Intermediate-level mathematical skills and keyboard navigation.
Ability to assume responsibility, display initiative, and exercise good judgement.
Self-motivated with strong ability to work independently.
Pro-active problem solver.
Strong critical thinking skills.
Detail Oriented.
Adaptable to Change.
Proficient in identifying, evaluating, and reviewing required loan and financial documentation.
Able to multi-task, prioritize, manage pressure, and meet deadlines.
Proficiency in Adobe and Microsoft Office (including but not limited to) Word, Excel and Outlook.
An understanding of financial data, ratios, security instruments, insurance, title work, and regulatory documentation is preferred.
Education or Formal Training:
An Associate's Degree (AA) or equivalent from a two year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.
Notary Public is a plus.
Possession of, or ability to obtain, a valid State of Colorado Drivers' License, required.
Possession of, or ability to obtain, a valid NMLS License, required.
Experience:
Previous bank lending or Relationship Management experience is preferred.
Experience in a Customer Service Representative role is preferred.
An equivalent combination of education and experience may be substituted on a year to year basis.
Previous bank lending or Relationship Management experience is preferred.
Experience in a Customer Service Representative role is preferred.
An equivalent combination of education and experience may be substituted on a year to year basis.
Working Conditions
Working Environment:
This individual will work in a climate controlled, fast-paced office environment with prolonged periods of sitting. Occasional weekends, after normal hours and/or holidays work may be required. Some driving may also be required.
Physical Activities:
These are representative of those which must be met to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to finger dexterity, handle or feel objects, tools or controls. The employee is occasionally required to climb or balance, stoop, kneel, crouch and may occasionally use ladders for a variety of tasks. The employee must frequently lift and/or move 10-55 pounds and occasionally lift and/or move 20-25 pounds. Specific vision abilities required by this job include close, distance, color and peripheral vision, depth perception and ability to adjust focus.
Note:
This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is from $23.30 to $28.30 per hour, depending on experience.
For an overview of our employee benefits please visit: Alpine Bank Careers Page
Position anticipated to close March 31, 2026, or until filled.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
Individuals must be able to perform these duties with or without reasonable accommodations. Alpine Bank promotes a drug free workplace. Pre-employment drug testing and background check are required. We are an Equal Opportunity Employer. Females/Minority/Veterans/Disabled/Sexual Orientation/Gender Identity/Religion/National Origin. Member FDIC
Apply at: http://ipc.us/t/D52E41102D174827.
