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.

Responsibilities

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

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.
• Certified Treasury Professional (CTP) designation preferred.

Qualifications

• Highly motivated and self-directed individual with a proven track record of success in a similar role.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
• Proficiency in Microsoft Office Suite and CRM systems.
• Knowledge of banking regulations and compliance requirements.

Skills

• Exceptional sales and relationship-building skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Effective time management and organizational skills.

Benefits

• 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.

Pay

Region B Pay Range: $125,000 - $125,000 USD

Schedule

Full-Time Exempt