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SVP – Relationship Banker III

SVP – Relationship Banker III

CompanyFirst Western Trust
LocationDenver, CO, USA
Salary$137000 – $206000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior, Expert or higher

Requirements

  • Bachelor’s degree in Business or related field, or equivalent experience.
  • NMLS certification required upon hire.
  • 10+ years of business development or client development experience, including 5-7 years of lending and/or underwriting experience.
  • Proficiency in Microsoft Office Suite, especially Excel, and experience with banking and credit software and CRM systems.
  • Strong mathematical, written, and verbal communication skills with the ability to work independently and as part of a team.
  • Experience working with high-net-worth individuals and managing complex client relationships.
  • Ability to manage large projects with limited oversight.

Responsibilities

  • Manage and grow a portfolio of loans, deposits, and assets under management to meet team goals.
  • Build and maintain strong client relationships, offering personalized financial solutions.
  • Work with internal teams to provide comprehensive wealth management services.
  • Guide and support junior associates to develop and advance in their careers.
  • Process loan requests and manage them through the approval process.
  • Administer complex loan portfolios, tracking covenants, collateral, and documentation.
  • Identify opportunities for growth within your portfolio and help clients achieve their financial goals.

Preferred Qualifications

    No preferred qualifications provided.