2 coordinator jobs found in Denver

Location: 1675 Broadway, Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Location: 1675 Broadway, Denver Colorado Critical Job Functions • Manage a cross section of accounts within the Portfolio as the internal and external voice for the client with the team objective to free up RM resources to drive revenue growth and new names to KEY. • To implement and manage the CA duties on a variety of complex relationships within the region with the RM continuing to be the quarterback and face of the relationship both internally and externally. • Work closely with the Credit Campus to complete quarterly/annual reviews and renewals on assigned book of business to determine appropriate risk rating , covenant compliance and all related items. • Collection of all Financial Statements and required documents as required in the loan agreement. • Work closely with the Documentation Specialist to ensure document accuracy and coordinate items necessary for all closings. • Work to establish strong relationships with assigned customers to be considered the primary...