Peak Client Relationship Consultant 1 - Banker - Garden of the Gods (19hrs) | Colorado Springs, CO

Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.

of banking product and services through multiple service channels and/or areas of specialization. ESSENTIAL JOB RESPONSIBILITIES Identify and develop profitable C&I banking credit and treasury management account relationships with business credit needs in excess of $500,000 (excludes commercial real estate).

Assist in the facilitation of prospecting customers and actively participate in the design of creative solutions to meet their needs. Assist in the development of structures and negotiation of loans and/or agreements to include the terms, pricing, special conditions, and interest rates for commercial accounts. Assist in the facilitation to the loan committee or approving officer;

oversee the loan documentation and closing process. Manage portfolio by monitoring financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that credit facilities are properly risk-rated and that the Bank responds to the risk in an appropriate and timely manner.

Strengthen and manage existing account relationships and loan portfolios through monitoring of financial statements, covenants, borrowing bases, maturing loans, and past dues to ensure that risk is properly evaluated and managed in an appropriate and timely manner to ensure profitable growth of the account. Maintain knowledge of banking products and services, as well as knowledge of the industries

or market areas served. Keep abreast of current developments and market trends, to further identify and service the customer's needs.

Collaborate and coordinate with internal and external business partners to ensure banking products and services are provided in a timely manner and support the profitable growth of the relationship. Meet/exceed sales and referral goals and meet/exceed individual branch targets. Maintain current knowledge and follow all bank financial and security regulations and procedures. Embody, embrace, and demonstrate In Bank's Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity. Other duties as assigned Requirements: JOB REQUIREMENTS: Education: Bachelor's Degree (preferred Finance, Accounting, Economics or another relevant field)Work Experience: 3+ years of experience in commercial banking experience or sufficient relevant experience Computer Skills: Intermediate skills with Microsoft Office Suite and CRM systems Other Requirements: Strong knowledge of and experience in C&I, banking loans, deposits, lending techniques and practices.

Knowledge of compliance with federal and state regulations pertaining to commercial banking. Strong knowledge of banking products and services. Excellent communication, interpersonal, consultative sales, and presentation skills.

Business development, relationship management, and lead generation skills. Ability to effectively communicate and make effective presentations to prospective customers and company principals, existing customers, banking officials, and community leaders. Ability to handle multiple tasks simultaneously in a fast-paced, diverse, and growth-oriented environment. Occasional travel may be required for meetings/trainings. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.

Preferred Skills/Experience: Experience as a Credit Analyst/Underwriter/Portfolio Manager. Critical thinking and problem solving. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to effectively communicate between key internal business partners. SPECIFIC DUTIES AND RESPONSIBILITIES: Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information. Financial: Proficient knowledge of commercial banking, economics, accounting, and finance Autonomy: Ability to analyze and interpret data and formulate sound business decisions.

The applicant who is selected for this position will be eligible for the following compensation and benefits: Targeted hiring range based on experience: $90,000 - $140,000. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.

Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays. 401(k): Company match begins with the first contribution and follows the company vesting schedule. Other: access to career training and development opportunities, employee discounts. For more about In Bank and our culture, visit us here: In Bank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.

We consider all qualified applicants without regard to race, religion, color, interaction, national origin, age, interactionual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws. Compensation details: 90000-xyzxyz Yearly Salary PIfbd7cdecd

care with our strong " Hospitality" culture. Our organization has over 800 employees and serves more than 81,500 patients annually in the Pikes Peak and East Central regions of Colorado. Our service area covers 14 counties, from the front range to the Kansas border, with locations throughout Colorado Springs, Fountain, Flagler, Divide, Limon, and Strasburg.

Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $22.51 to $32.64/ hourly, based on experience. Summary of Benefits: Medical, Dental, Vision, Life, STD, LTD 403(b) Retirement with Company Match Paid Time Off Tuition Assistance Perks Rewards Employee Assistance

Program www. peakvista. org/careers/employee-benefits-guide Job Summary: The Contract Implementation Specialist supports provider and payor credentialing functions.

Essential Duties and Responsibilities include the following. Performs all processes necessary for provider credentialing and re-credentialing with payors. Maintain record of credentialing application status and provide updates regularly to Revenue Cycle Leadership. Tracks organizational agreements with payors, maintaining an electronic inventory of provider credentialing and reimbursement details. Evaluates, audits, and maintains existing agreements to include all aspects of file management (ensuring timely renewal and managing

data requests to ensure payor compliance). Stays current on contract changes, fee schedules and update staff and other departments in Peak Vista of changes.

Works with organizational leadership to support agreement implementation. Works with external parties in the resolution of payor issues due to credentialing and other contract problems. Recommends changes to payor agreements and provider credentialing processes, based on trends in Peak Vista data. Serves as the backup for the Insurance/Payor Credentialing Specialist. Carries out all duties and responsibilities in an exemplary manner in accordance with established standards of professionalism, ethics, and customer service.

Employee demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. The employee enhances the effectiveness, efficiency, and productivity of the department by contributing to, and participating in, departmental performance improves goals. Other duties may be assigned. Supervision Exercised: None Suggested Competencies: Customer Focus - Monitors client satisfaction. Establishes partner relationships with clients. Oral Communication - Communicates well one on one. Attendance and Punctuality - Adheres to assigned schedule.

Resourcefulness - Passionately finds ways over, around, or through barriers to success. Contributes to a culture of kindness. Adheres to assigned schedules. Displays a willingness to learn. Effectively adapts to departmental and organizational changes. Contract Implementation Specialist position and job functions are a value-added service requiring commitment to Peak Vista's Core Values. Must also display strong detailed oriented skills with the proven ability to multitask. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bi-lingual (Spanish speaking) preferred. Education/Experience: Education: Associate Degree in a business or health care related field preferred. Equivalent experience acceptable in lieu of education. Work Experience: 1 year experience in health-related field required Language Ability: Must have superior communication and customer service skills Math Ability: Payment balancing experience desired.

ICD-10 and CPT-4 coding desired. Reasoning Ability: Ability to handle multiple tasks simultaneously in a timely manner, ability to communicate in person, by phone and in writing in a clear, concise and professional manner, ability to reason and prioritize responsibilities effectively and ability to resolve problems with minimal assistance. Computer Skills: Data entry skills required, expedient and accurate use of 10 key and basic computer skills required. Certificates and Licenses: None Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OSHA risk level/work environmental hazards: This position has been categorized as OSHA Level Three. See Exposure Control Plan for details. The noise level in the work environment is usually quiet. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is frequently required to stand; walk and sit Successful candidates will complete pre-employment screening; which includes but is not limited to, a Criminal Background check. Peak Vista Community Health Centers is a drug and alcohol-free workplace and an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U.

S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:

Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.

Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride

in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.

Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients. Consistently attains individual activity, behavior, and outcome expectations. Accepts and accurately processes all financial service transactions, while identifying opportunities during the

transaction to deepen and expand the client relationship. Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.

). Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions. Participate in and occasionally facilitate morning huddles and end of day debriefs Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications High School Diploma , GED or equivalent experience (required) Experience Qualifications 1-3 years Experienced in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking.

(required) Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred) Licenses and Certifications Notary License (preferred) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity Practical Skills Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement Core Competencies All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs.

occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $22 to $25 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 02/11/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture.

All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.