SVP, Senior Relationship Banker

First Western is seeking an SVP, Senior Relationship Banker to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a SVP, Senior Relationship Banker at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Lending team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Assigns and contributes to profit center production goals including loans, deposits, and assets under management; Sets objectives for referrals to other product groups, to be assigned in conjunction with the annual office sales goals.
• Responsible for identifying and introducing new clients to the firm.
• Ensures daily calling activity for retention, prospecting, referrals, including initiating joint calling efforts for instruction, coaching, and mentoring.
• Manages Relationship Banking team workload and delegates based on capacity, and according to sales and service metrics and client segments.
• Responsible for effective new associate onboarding, career pathing, recruitment, coaching and retention.
• Promotes effective forecasting, pipeline management and CRM discipline.
• Drives initiatives around expanding client relationships, new product strategies, and reducing attrition.
• Ensures proactive new opportunity progression through the application, approval, closing, and onboarding process.
• Reviews and releases underwriting and analysis for new loans prior to final submission and approval.
• Coordinates administration and compliance of loan portfolio, including adherence to pricing and credit guidance, large relationship and annual reviews, past due/maturing loan tracking, borrowing bases, covenant tracking, collateral exceptions, loan documentation, and loan requests.
• Learns and applies concepts from other financial professional's expertise in wealth planning, investment management, trust and depository services, and then applies this comprehensive knowledge to further develop client portfolios.
• Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures.
• Know and comply with all Company policies set forth on the Company's Intranet;
• Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;
• Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;
• Complete all assigned training on time.
• Embrace and adhere to First Western's Core Values
• Other duties as assigned.

What You Bring:

• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience working with banking and credit software.
• Experience with CRM preferred.
• Strong mathematical skills.
• High initiative and follow-through.
• Ability to work independently and with a team.
• Excellent written and verbal communications skills.
• Able to organization, prioritize, multi-task, and self-starter.
• Experience working with high net-worth individuals.

Education Level Education Details Required/Preferred
Bachelor's Degree, Business or related experience Required

Experience Level Experience Details Required/Preferred
10-15 years, Business development or client development experience Required
5-7 years, Lending and/or underwriting experience Required

License/Certification Details Time Frame Required/Preferred
NMLS Upon Hire, Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $166,000 - $249,000/YR

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.