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Client relationship manager Jobs in Lakewood, CO

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Client relationship manager • lakewood co

Last updated: 9 hours ago

Treasury Client Relationship Specialist IV (Lead)

Glacier Bancorp, Inc.Denver, CO, United States
$70,061.15 yearly
Full-time +1

Treasury Client Relationship Specialist IV (Lead).The Treasury Client Relationship Specialist IV (Lead) serves as the senior operational and technical lead for Treasury Management client support.Th... Show more

Client Relationship Manager - CPA or EA - Remote (LLI977530)

RES Consultant GroupDenver, Colorado, United States
Remote
Full-time

Are you a public accounting pro who loves the advisory side of the business? Our client is a thriving CPA firm specializing in the dental industry, and they are looking for a Remote.This role is a ... Show more

Associate Relationship Manager

Wells FargoDenver, CO, United States
$88,000.00 yearly
Full-time

Associate Relationship Manager (Commercial Banking Program Associate).Wells Fargo Commercial Banking Middle Market Group is seeking an Associate Relationship Manager to join the Banker Development ... Show more

Director, Client Relationship Management

SS&C TechnologiesDenver, CO, US
$100,000.00 yearly
Full-time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia... Show more

Relationship Manager

Chandler Asset Management, Inc.Denver, CO, United States
Full-time

We're Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our instit... Show more

Commercial Banking Relationship Manager

Commerce BankEnglewood, CO, United States
$83,375.00 yearly
Full-time

Commerce Bank Commercial Banking Relationship Manager.Building a career at Commerce is more than just steps on a ladder.It's about helping people find financial safety and success, helping business... Show more

Relationship Manager (Denver, CO)

Mercer AdvisorsDenver, CO, United States
$68,000.00 yearly
Full-time

Relationship Manager (Denver, CO).For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment manageme... Show more

Associate Client Manager

CCIGEnglewood, CO, United States
$21.00 hourly
Full-time

The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day-to-day commercial insura... Show more

Client Relationship Manager, Canada

OppenheimerFunds Distributor, IncDenver, Colorado
$90,000.00 yearly
Full-time +1

You will serve as a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory channel, delivering exceptional service across the full client lifecycle.The role focuses on sup... Show more

Client Relationship Manager - Retirement Plan Consultant

5H4 Hub Southwest, a Division of Hub International Insurance Services Inc.Denver, CO
Full-time

We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth.We have 600 locations in North America with 20,000 employees serving ... Show more

Client Relationship Manager - Retirement Plan Consultant

HUB InternationalDenver, CO, United States
$105,000.00 yearly
Full-time

HUB International Retirement & Private Wealth Team Member.HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee be... Show more

Future Opportunities: Retirement Client Relationship Manager

GustoDenver, CO, United States
Full-time

Future Opportunities: Retirement Client Relationship Manager.Denver, CO, Chicago, IL, Phoenix, AZ, New York.At Gusto, we're on a mission to grow the small business economy.We handle the hard stuff ... Show more

 • New!

Client Relationship Consultant 3 (Banker) - Montebello, CO

U.S. BancorpDenver, CO, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • New!

Relationship Manager - Business Development

Public Trust Advisors, LLCDenver, CO, United States
Full-time

PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.In addition to more than 12,000 local governments, school... Show more

Commercial Relationship Manager - CRE

First Interstate BankDenver, CO, United States
Full-time

Commercial Relationship Manager.This position is located at our Denver, CO Cherry Creek branch.What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding... Show more

Business Banking Relationship Manager

U.S. BankEnglewood, CO, United States
$111,095.00 yearly
Full-time

Business Banking Relationship Manager.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communiti... Show more

Client Relationship Manager - Retirement Plan Consultant

SquaremouthDenver, CO, United States
$105,000.00 yearly
Full-time

HUB International Retirement & Private Wealth Position.We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth.We have 600 lo... Show more

Client Relationship Specialist III

BOK FinancialDenver, CO, US
Full-time

Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, NA operates TransFund and Cavanal Hill Invest... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCDenver, CO, United States
Full-time

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 i... Show more

Cbg Relationship Manager III

Direct Staffing IncDenver, CO, United States
Full-time

Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region.Primary focus is on finding new business opportunities to sell the Bank... Show more

People also ask
Treasury Client Relationship Specialist IV (Lead)

Treasury Client Relationship Specialist IV (Lead)

Glacier Bancorp, Inc.Denver, CO, United States
30+ days ago
Salary
$70,061.15 yearly
Job type
  • Full-time
  • Part-time
Job description

Treasury Client Relationship Specialist IV (Lead)

The Treasury Client Relationship Specialist IV (Lead) serves as the senior operational and technical lead for Treasury Management client support. This role is responsible for managing escalated client issues, overseeing complex onboarding and implementations, and acting as a subject matter expert (SME) across Treasury Management products and services.

In addition to direct client support, this position provides leadership, guidance, and oversight to Treasury Client Relationship Specialists Levels I, II, and III, ensuring high service quality, operational accuracy, regulatory compliance, and adherence to service level agreements (SLAs). The Lead partners closely with Treasury Management Operations Manager, TMSO's, Lenders, Operations, Risk, and Fraud teams to deliver consistent, high-quality service to business clients.

The compensation pay range for this position is $70,061.15-$79,328.50 per year. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.

Primary Duties/Responsibilities:

  • Serve as the primary escalation point for complex client service, technical, or operational issues that cannot be resolved by first-level support.
  • Research, troubleshoot, and resolve advanced issues related to Treasury Management systems, account configurations, ACH, Wires, RDC, sweeps, and other electronic services.
  • Coordinate issue resolution with internal teams and third-party vendors as necessary.
  • Manage and oversee end-to-end onboarding and implementation of Treasury Management products for new and existing commercial clients.
  • Ensure accurate system setup, agreement execution, testing, and client training.
  • Review and approve implementation documentation prepared by lower-level staff.
  • Support complex or high-risk client implementations and conversions.
  • Act as a subject matter expert on Treasury Management products, including but not limited to:
    • Business Online Banking
    • Remote Deposit Capture (RDC)
    • ACH and Wire services
    • Sweep and Repo accounts
    • Positive Pay and electronic payment solutions
  • Stay current on treasury product updates, regulatory changes, and industry trends.
  • Provide product guidance, troubleshooting support, and training to internal partners.
  • Provide daily leadership, mentoring, and guidance to Level I, II, and III Treasury Client Relationship Specialists.
  • Assign and prioritize work to ensure timely and accurate completion of client requests.
  • Monitor service quality, accuracy, and SLA performance.
  • Assist with onboarding and training of new team members.
  • Serve as an escalation and decision resource for junior staff.
  • Partner with Treasury Management Sales Officers, Associates, and Relationship Managers to ensure seamless client onboarding and ongoing service.
  • Participate in client meetings or calls for complex implementations or escalated service issues.
  • Assist with relationship reviews, proposals, and account analysis comparisons as needed.
  • Identify, assess, and mitigate operational, compliance, and fraud-related risks associated with Treasury Management services.
  • Maintain up-to-date knowledge of fraud prevention techniques, including ACH and Wire fraud trends.
  • Support annual ACH credit reviews and ensure proper documentation and controls.
  • Ensure compliance with all applicable policies and regulations, including BSA/AML, OFAC, and GLBA/privacy requirements.
  • Act as a control point for high-risk service requests and account changes.
  • Review account analysis statements for accuracy prior to month-end processing.
  • Oversee service charge entries for Repo and Sweep accounts.
  • Support Treasury Management reporting, audits, and special projects.
  • Recommend process improvements to enhance efficiency, accuracy, and client experience.

Qualifications

  • High school education or equivalent
  • Associate or bachelor's degree preferred.
  • 5+ years of banking experience, with a strong focus on Treasury Management, cash management, or commercial banking support.
  • Prior leadership, mentoring, or senior-level support experience preferred.

Knowledge, Skills, and Abilities

Technical Proficiency

  • Strong understanding of treasury and online banking platforms.
  • Working knowledge of file transmission formats such as NACHA.
  • High level of comfort troubleshooting software, system, and configuration issues.

Communication

  • Experience handling complex treasury implementations, escalations, and client relationships.
  • Exceptional verbal and written communication skills.
  • Ability to communicate effectively with clients, senior management, auditors, and regulators.
  • Ability to explain complex concepts clearly and professionally.

Analytical & Decision-Making Skills

  • Strong problem-solving and analytical skills.
  • Ability to research issues, analyze data, and make sound decisions.
  • High attention to detail and accuracy.

What We Offer

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at.0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details.

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.