Senior Banker - CoBIZ Financial

December 27, 2017
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CoBIZ Financial

Denver, Colorado 80202

CoBiz Financial Inc., an equal opportunity employer, is a diversified financial services company headquartered in Denver, CO. We combine elements of personalized service usually found in local companies with sophisticated financial products and services traditionally offered by larger, national financial service firms that we market to our targeted customer base of small to mid-sized businesses. At September 30, 2017, we had total assets of $3.8 billion, and 538 full-time equivalent employees. The company is traded on the NASDAQ Global Select Market under the ticker “COBZ”.

CoBiz Financial takes an integrated approach to meeting our clients financial needs, with comprehensive solutions including commercial banking services through Colorado Business Bank and Arizona Business Bank; private banking, investment management and wealth planning through CoBiz Private Client Advisors; and employee benefits, and property and casualty insurance brokerage through CoBiz Insurance.

CoBiz Financial is committed to serving the complete financial needs of successful businesses, business owners, professionals and high-net-worth individuals. We create thoughtful, integrated, comprehensive solutions tailored to each customer's needs, thereby freeing them to succeed personally and professionally.

CoBiz Bank is currently seeking Senior Banker at our Northwest/Louisville location. We offer a friendly, professional work environment, an excellent starting salary and an outstanding benefit package, including health, dental, vision, 401(k), tuition assistance and stock purchase plan.

Establish and maintain strong client relationships with a focus on providing expertise and an impactful business relationship.  Identify opportunities to expand and grow the Bank’s loan and deposit portfolio with new client acquisition and retention.  Successfully execute and implement a business development and calling strategy that results in the growth of the Bank’s market share and meets Bank standards.  Facilitate introductions and referrals to Bank affiliates to contribute to increased fee income.  Contribute to the development and career growth of junior bankers through mentorship and coaching.

Duties and Responsibilities
Business Development (60% of time)

Senior Bankers add value to prospects and clients by serving as a business advisor and facilitator. The Banker provides introductions to experts, facilitates networking opportunities, recommends solutions for business/operating issues, and identifies product solutions and support to align with the individual and company’s short and long-term goals and objectives.


Transaction Execution (25% of time)

Senior Bankers orchestrate the review, analysis, approval and execution of loan transactions by coordinating the interaction between the client, the FCM, Loan Administrator and other key parties internal to CoBiz to complete transactions designed to meet the complete financial needs of clients. 


Portfolio Administration (5% of time)

Senior Bankers provide strategic guidance and direction to Loan Administrators and Portfolio Administrators with respect to daily administration of the loan portfolio. Additionally, Bankers take action in situations that require direct negotiation or interaction with clients regarding loan performance or compliance.

Coaching (10% of time)

Senior Bankers mentor, coach and act as a resource for Bankers that are less experienced and/or new to CoBiz. 

Senior Bankers will be expected to demonstrate mastery of the following knowledge, skills, and abilities:

Advanced knowledge of general banking principles and regulations. 
Advanced knowledge of lending practices, treasury management and depository products.
Comprehensive understanding of credit structure and general accounting principles.
Broad knowledge of a variety of businesses and industries.
Strong business development and client relationship skills.
Effective call planning and execution.
Successful negotiation skills.
Proven leadership capability.
Exceptional collaboration and teamwork approach.
Creative problem solving skills.
Ability to effectively manage multiple efforts in a growth-oriented environment, remaining focused on achieving successful outcomes.
Ability to maintain a high level of confidentiality regarding client and Bank information.
Good working knowledge of Microsoft Office software and internal Bank systems.
Performance Standards
Senior Bankers’ success will be measured according to their achievements in the following areas:

Overall profitability of the client portfolio. 
Establishment of new and retention of existing client relationships.
Loan and deposit growth in accordance with assigned objectives.
Maintaining acceptable asset quality.
Referring clients and prospects to Bank affiliates.
Education/Formal Training/Experience

Bachelor’s degree in Accounting, Finance, or appropriate business-related field
Minimum ten years previous Banking experience.

We are an Equal Opportunity Employer, Females/Minority/Veterans/Disabled/Sexual Orientation/Gender Identity.