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Senior Banking SpecialistFirst Western TrustPhoenix, Arizona, United States

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Senior Banking Specialist

First Western Trust
  • US
    Phoenix, Arizona, United States
  • US
    Phoenix, Arizona, United States

À propos

First Western is seeking a Senior Banking Specialist 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
Senior Banking Specialist
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
Phoenix
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:

  • 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 $30-50 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
  • Phoenix, Arizona, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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