SB Financial Services Relationship Manager jobs in Boulder, CO

First Western is seeking an SVP, Relationship Banker III to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a SVP, Relationship Banker III at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Aspen team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Contributes to profit center production goals including loans, deposits and assets under management; individual annual production goal for loans and deposits, plus referrals to other product groups, to be assigned in conjunction with the annual office sales goals.
• Responsible for identifying and introducing new clients to the firm.
• Manages commercial and industrial construction and real estate deals, in addition to high level existing client segments.
• Facilitates and structures loan requests for new and existing client relationships; manages loans through approval process, in compliance with Credit and pricing guidance, with coordination from Credit Analysts and Loan Associates.
• Manages loans through the application, approval and closing process by acting as a liaison between lending team and support groups. Reviews and releases underwriting and analysis for new loans from Credit Analysts to Senior Relationship Banker prior to approval.
• Ensures new client onboarding is completed
• onitors and administrates more complex loan and deposit clients, including portfolio management around borrowing bases, covenant tracking, collateral exceptions, loan documentation, and loan requests.
• Knowledge of complex cash flow and credit analysis, appraisal policy, and collateral, and borrowing bases analysis.
• Learns from other financial professional's expertise in wealth planning, investment management, trust and depository services, and then applies this comprehensive knowledge to further develop client portfolios.

What You Bring:

• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience working with banking and credit software.
• Experience with CRM preferred.
• Strong mathematical skills.
• High initiative and follow-through.
• Ability to work independently and with a team.
• Excellent written and verbal communications skills.
• Able to organization, prioritize, multi-task, and self-starter.

Education Level Education Details Required/Preferred
Bachelor's Degree Business or related experience Required

Experience Level Experience Details Required/Preferred
5-7 years Business development or client development experience Required
7-10 years Lending and/or underwriting experience Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $137,000- $206,000/YR

Job Classification: Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- 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

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.