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First Western Trust

Private trust banking and wealth management

Senior Relationship Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDenver, CO, USA

About the Job

Requirements

  • A bachelor's degree in business or related experience.
  • 10–15 years of business development or client development experience.
  • 5–7 years of lending and/or underwriting experience.
  • Proficiency in Microsoft Office Suite, with exceptional Excel skills.
  • Familiarity with banking and credit software.
  • Experience with customer relationship management (CRM) systems.
  • Strong mathematical and analytical skills.
  • High initiative, follow-through, and ability to work independently and with a team.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with the ability to prioritize and manage multiple tasks.
  • Experience working with high-net-worth individuals.
  • NMLS registration upon hire.

Responsibilities

  • Lead production efforts across loans, deposits, and assets under management, setting referral goals in alignment with annual office targets.
  • Drive new client acquisition and expand existing relationships through daily calling activity, retention outreach, prospecting, and joint coaching calls.
  • Manage the Relationship Banking team capacity and performance by segment, delegating effectively and using sales and service metrics to inform workload.
  • Oversee associate onboarding, recruitment, coaching, career pathing, and retention to build a high-performing, growth-focused team.
  • Ensure pipeline discipline, accurate forecasting, and CRM best practices while guiding opportunities from application through approval and onboarding, including reviewing and releasing underwriting and credit analysis.
  • Maintain oversight of portfolio administration and compliance, including pricing guidance, relationship reviews, loan tracking, covenant monitoring, collateral exceptions, and documentation standards.
  • Expand client relationships by introducing new product strategies and reducing attrition, while partnering with internal experts in wealth planning, investment management, trust, and depository services to build comprehensive financial solutions.
  • Oversee the overall revenue performance of the Profit Center and drive net interest income through loan and deposit growth, focused business development, and consistent sales activity.
  • Guide the team to execute production goals, manage a high-performing loan portfolio, and identify opportunities to grow client relationships across loans, deposits, and investment assets.

About the Company

First Western Trust

Private trust banking and wealth management

First Western Financial operates a private trust bank-based platform that provides integrated wealth management and mortgage services for high-net-worth individuals in the Western U.S. Its Wealth Management offering combines private banking, trust and estate services, investment management, and wealth planning through boutique offices with personalized, high-touch service. The Mortgage segment originates and sells residential loans on the secondary market. The company sets itself apart by pairing localized, client-focused private banking with institution-style products and services, targeting first-generation wealth creators and growing through selective acquisitions and an IPO. Its goal is to deliver comprehensive financial solutions that grow client wealth and expand its private trust bank footprint.

Company size
201-500
Company stage
IPO
Headquarters
Denver, CO
Founded
2002

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