Senior Banking Specialist

First Western

8h • Onsite

About The Position

The Senior Banking Specialist is a production-focused role responsible for driving new deposit growth across First Western Trust’s footprint. This position targets high-net-worth individuals, entrepreneurs, privately held businesses, and family offices, with an annual new deposit production goal of $10–20 million. You’ll structure tailored deposit and treasury solutions that support client liquidity, operations, and long-term relationships. This role partners closely with Profit Center teams while remaining focused on origination rather than ongoing service.

Requirements

• Bachelor’s degree required.
• 7–10 years of deposit-focused business development experience.
• Proven success sourcing and closing operating deposit relationships.
• Strong understanding of deposit products, treasury management solutions, and pricing strategies.
• Ability to assess client needs and structure tailored cash management solutions.
• Deep knowledge of competitive markets, rate environments, and industry trends.
• Self-directed, results-driven approach with strong relationship-building skills.

Nice To Haves

• Certified Treasury Professional (CTP) designation preferred.

Responsibilities

• Source, acquire, and grow deposit relationships with high-net-worth individuals, businesses, trusts, and family offices.
• Achieve annual new deposit production targets of $10–20 million across personal, business, and trust accounts.
• Structure customized deposit and treasury management solutions aligned with client liquidity, cash flow, and operational needs.
• Maintain expert knowledge of First Western’s deposit products, treasury offerings, value proposition, and competitive market dynamics.
• Partner with Profit Center teams including relationship bankers, private bankers, and treasury and wealth partners to deliver comprehensive solutions and deepen relationships.
• Build and manage a disciplined sales pipeline through networking, community involvement, CRM documentation, and regular performance reporting while ensuring regulatory compliance.

Benefits

• Competitive base salary: $125,000/YR + Commission, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Health savings accounts (HSA)
• Flexible spending accounts (FSA)
• Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level