Full-Time

SVP – Senior Relationship Banker

Deadline 8/31/26
First Western Trust

First Western Trust

201-500 employees

Custom private banking and wealth management

No salary listed

H1B Sponsorship Available

Denver, CO, USA

In Person

On-site in Denver, CO; in-office presence required.

Bachelor's

Category
Finance & Banking (1)
Required Skills
Forecasting
Excel/Numbers/Sheets

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Requirements
  • 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 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.

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