VP, Relationship Banker II

About the role

The VP, Relationship Banker II, is responsible for growing and retaining client relationships, supporting Profit Center (PC) revenue goals, and delivering a full range of financial solutions. This role contributes to the production of loans, deposits, and referrals to other business lines while helping manage new and existing client relationships.

Responsibilities

• Support Profit Center (PC) production by meeting individual annual production goals for loans, deposits, and assets under management; establish referral objectives aligned with overall office sales goals.
• Identify and introduce new client relationships through prospecting, strategic outreach, and relationship development.
• Facilitate and structure new and existing credit requests—including commercial, construction, and real estate loans—in accordance with pricing, collateral, and credit guidance.
• Review and release underwriting and cash flow analysis for loan opportunities to ensure sound credit decisions and proper structuring.
• Manage the full lending process alongside Credit Analysts and Loan Associates, from application and underwriting through approval, closing, and onboarding.
• Oversee portfolio administration including covenant tracking, borrowing base and collateral monitoring, maturing loan and past due tracking, appraisal policy compliance, loan documentation, and annual reviews.
• Collaborate with internal partners in wealth planning, investment management, trust, and deposit services to deliver comprehensive financial strategies and support relationship expansion.

Requirements

• Bachelor’s degree in business or related field.
• 5–7 years of experience in lending, underwriting, and/or credit.
• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience working with banking and credit software.
• Experience with CRM systems.
• Strong mathematical and analytical skills.
• Excellent written and verbal communication skills.
• Ability to organize, prioritize, and manage multiple tasks.
• High initiative, follow-through, and attention to detail.
• Ability to identify problems, develop solutions, and work independently with minimal supervision.
• Experience mentoring or supporting less experienced associates.
• Comfortable representing the Bank and Profit Center (PC) with clients, prospects, and community contacts.
• NMLS registration upon hire.

Qualifications

• Experience working with high-net-worth individuals.

Skills

• Client-focused banking.
• Commercial lending.
• Portfolio management.
• Relationship growth.
• Proactive client engagement.
• Loan structuring and management.
• Collaboration across teams.
• Compliance and documentation.
• Financial solutions delivery.
• Business development skills.
• Credit knowledge.

Benefits

• Competitive base salary: $97,000 - $131,000/YR, 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

Pay Range: $97,000 - $131,000 USD

Schedule

Full-Time Exempt

Who We Are

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.