Senior Banking Specialist jobs in United States
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First Western Trust · 6 hours ago

Senior Banking Specialist

First Western is seeking a Senior Banking Specialist to join their team. In this role, you will help high-net-worth clients achieve their financial goals by sourcing and growing deposit relationships, collaborating with various teams, and representing the bank at networking events.

BankingFinancial ServicesRetirementWealth Management
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H1B Sponsor Likelynote

Responsibilities

Source, acquire, and grow deposit relationships with First Western Trust’s target client base, including high net worth individuals, privately held businesses, professionals, and family offices
Achieve a minimum of $10-20 million in new deposit production per year across personal, business, trusts, and other accounts
Use First Western’s selection of deposit and treasury management products to structure and propose customized deposit and cash management solutions aligned with the clients’ liquidity and operational needs
Acquire deep understanding of First Western Trust’s value proposition, expertise and products/services
Maintain expert knowledge of the competitive landscape, rate environment, and market products and pricing
Collaborate with internal teams in the Profit Centers, including relationship bankers and private bankers, treasury and wealth management product groups, to deliver comprehensive solutions and help deepen client relationships
This is a production position, not a service position, so in-depth onboarding and ongoing service would be handled within the offices by private banking associates
Represent the bank at networking events and industry gatherings to generate leads and enhance brand visibility. This includes active community involvement with boards and other organizations

Qualification

Deposit business developmentTreasury management productsClient relationship managementCertified Treasury ProfessionalNetworking skills

Required

Bachelor's Degree
7-10 years minimum deposit business development experience

Preferred

Certified Treasury Professional License

Benefits

Strong Bonus Potential
401(k) Plan with Match
Paid Parking/Transportation Benefits
Access to Training & Professional Development Programs
Sponsorship for Obtaining Professional Certifications
Flex Spending Accounts
Health Savings Account
Health & Wellness Benefits
Paid Time-Off+ Bank Holidays

Company

First Western Trust

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We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.

H1B Sponsorship

First Western Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2023 (2)

Funding

Current Stage
Public Company
Total Funding
$46.98M
2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M

Leadership Team

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Julie Courkamp
President and Chief Operating Officer
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Alex McDougall
Regional President
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Company data provided by crunchbase