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SVP, Relationship Banker

First Western Trust Bank

This is a Full-time position in Boulder, CO posted November 22, 2021.

Contributes to profit center production goals including loans, deposits and assets under management; individual annual production goal to be assigned in conjunction with the annual office sales goals.

Responsible for identifying and introducing new clients to the firm.

Facilitates loan requests for new and existing client relationships; manages loans through approval process
Monitors and administrates loan portfolios including borrowing basis, covenant tracking, collateral exceptions, loan documentation, and loan requests.

Knowledge of complex cash flow and credit analysis, appraisal policy, and collateral, and borrowing basis.

Learns from other financial professionals expertise in wealth planning, investment management, trust and depository services, and then applies this comprehensive knowledge to further develop client portfolios

Required Skills & Experience:

Bachelors degree in business or related experience
10+ years of experience in the banking field, lending and/or underwriting experience preferred
Experience working with high-net worth individuals
Experience with CRM preferred, strong Excel and Microsoft Office skills