Full-Time

Relationship Banker 2

Posted on 8/18/2026

Deadline 9/30/26
First Western Trust

First Western Trust

201-500 employees

Custom private banking and wealth management

Compensation Overview

$83.7k - $117k/yr

+ Bonus potential

H1B Sponsorship Available

Scottsdale, AZ, USA

In Person

Bachelor's

Category
Finance & Banking (1)
Required Skills
Microsoft Office
CRM
Financial analysis
Excel/Numbers/Sheets

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Requirements
  • A bachelor's degree in business or a related field is required.
  • Five to seven years of experience in lending, underwriting, and/or credit is required.
  • Proficiency in Microsoft Office Suite, including exceptional Excel skills, is required.
  • Experience working with banking and credit software is required.
  • Experience with customer relationship management systems is required.
  • Strong mathematical and analytical skills are required.
  • Excellent written and verbal communication skills are required.
  • The ability to organize, prioritize, and manage multiple tasks is required.
  • High initiative, follow-through, and attention to detail are required.
  • The ability to identify problems, develop solutions, and work independently with minimal supervision is required.
  • Experience mentoring or supporting less experienced associates is required.
  • The ability to represent the Bank and Profit Center with clients, prospects, and community contacts is required.
  • Experience working with high-net-worth individuals is required.
  • NMLS registration is required upon hire.
Responsibilities
  • Support Profit Center production by meeting individual annual production goals for loans, deposits, and assets under management and establishing referral objectives aligned with overall office sales goals.
  • Identify and introduce new client relationships through prospecting, strategic outreach, and relationship development.
  • Facilitate and structure new and existing commercial, construction, and real estate credit requests in accordance with pricing, collateral, and credit guidance.
  • Review and release underwriting and cash flow analysis for loan opportunities to support sound credit decisions and proper structuring.
  • Manage the full lending process with Credit Analysts and Loan Associates, from application and underwriting through approval, closing, and onboarding.
  • Oversee portfolio administration, including covenant tracking, borrowing base and collateral monitoring, maturing loan and past-due tracking, appraisal policy compliance, loan documentation, and annual reviews.
  • Collaborate with internal partners in wealth planning, investment management, trust, and deposit services to deliver comprehensive financial strategies and support relationship expansion.

First Western Trust provides customized private banking, commercial banking, wealth planning, and investment management for high-net-worth individuals, families, entrepreneurs, and business owners. Its private and commercial banking services are offered through First Western Trust Bank, FDIC insured, with equal housing lender status. Wealth management and investment services carry FDIC Not insured and not guaranteed by the bank, with the possibility of losing value. The product suite works by combining personal banking, credit and cash management with tailored investment strategies, fiduciary guidance, and integrated wealth planning to meet each client’s financial goals. The company differentiates itself through highly personalized service and bespoke solutions that unite banking and wealth management under one roof for a select client base. Its goal is to provide a deeply personal, sophisticated financial experience while helping clients protect and grow their wealth over time.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Denver, Colorado

Founded

2002

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 net interest margin rose to 2.90%, up 9 basis points sequentially.
  • Average noninterest-bearing deposits increased to $365.3 million, lowering funding costs.
  • April 2026 repurchase authorization and Fed non-objection signal capital confidence.

What critics are saying

  • July 2026 efficiency ratio stayed high at 74.0%, limiting earnings leverage.
  • Net income fell to $5.7 million in Q2 2026 from $6.2 million sequentially.
  • A prolonged deposit war could crush margins and challenge MYFW’s franchise economics.

What makes First Western Trust unique

  • First Western Trust targets Western U.S. HNW clients with private bank and trust services.
  • July 2026 assets under management reached $7.28 billion, reinforcing its wealth platform.
  • May 2026 Jackson Hole hire deepened Wyoming trust capabilities and estate-planning expertise.

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Benefits

Strong Bonus Potential

401(k) Company 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