Full-Time

Senior Vice President - Relationship Banker 3

Wealth Management

Posted on 9/4/2025

First Western Trust

First Western Trust

201-500 employees

Custom private banking and wealth management

Compensation Overview

$137k - $206k/yr

+ Bonus

Silverthorne, CO, USA

In Person

Category
Finance & Banking (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Business or related field, or equivalent experience.
  • NMLS certification required upon hire.
  • 10+ years of business development or client development experience, including 5-7 years of lending and/or underwriting experience.
  • Proficiency in Microsoft Office Suite, especially Excel, and experience with banking and credit software and CRM systems.
  • Strong mathematical, written, and verbal communication skills with the ability to work independently and as part of a team.
  • Experience working with high-net-worth individuals and managing complex client relationships.
  • Ability to manage large projects with limited oversight.
Responsibilities
  • Manage and grow a portfolio of loans, deposits, and assets under management to meet team goals.
  • Build and maintain strong client relationships, offering personalized financial solutions.
  • Work with internal teams to provide comprehensive wealth management services.
  • Process loan requests and manage them through the approval process.
  • Administer complex loan portfolios, tracking covenants, collateral, and documentation.
  • Identify opportunities for growth within your portfolio and help clients achieve their financial goals.

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Teton acquisition expands to 18 offices across four states including California.
  • Reber Russell merger boosted assets under management over $1 billion in 2006.
  • Julie Courkamp promoted to President and COO in September 2025.

What critics are saying

  • Integration of Teton diverts management attention from core operations.
  • Competitive factors in Colorado, Arizona, Wyoming erode market position.
  • Economic downturns shrink high-net-worth client lending opportunities.

What makes First Western Trust unique

  • ConnectView integrates banking, wealth management, and well-being services holistically.
  • Tailored trust solutions preserve family legacies in Western communities.
  • Digital platform streamlines client access via email, phone, and appointments.

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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

INACTIVE