Senior Banking Specialist
About the Role
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.
Who We're Looking For
You're a high-performing deposit growth professional with a proven ability to source, structure, and close significant operating deposit relationships. You bring a strong market presence, deep product knowledge, and a hunter mentality—focused on acquisition, not servicing. You're energized by clear production goals, competitive environments, and building long-term relationships with sophisticated clients. If you thrive in a pure production role where results matter and autonomy is earned, this role is for you.
What You'll Do
- 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.
What You Bring
- 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.
- Certified Treasury Professional (CTP) designation preferred.
What We Offer
- Competitive base salary: $125,000/YR + Commission, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including: 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.