First Western Trust
SVP, Senior Relationship Banker
Location: Vail Valley, CO
First Western is seeking an 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 and work closely with our Vail Valley team to deliver comprehensive solutions that exceed client expectations.
What You Will Do
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.
What You Bring
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.
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
Job Classification Full‑Time Exempt
Benefits
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
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.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
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First Western is seeking an 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 and work closely with our Vail Valley team to deliver comprehensive solutions that exceed client expectations.
What You Will Do
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.
What You Bring
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.
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
Job Classification Full‑Time Exempt
Benefits
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
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.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
#J-18808-Ljbffr