Treasury Management Advisor

First Western is seeking an Treasury Management Advisor 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 Treasury Management Advisor 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 Northern Colorado Region 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:

• Responsible for attaining the annual Treasury Management revenue goal by Region and/or Profit Center by through lead generation and relationship development
• Strategically identify potential opportunities from an active high net-worth network and existing clients as appropriate.
• Executes on a consultative approach to prospects and clients to present customized solutions to meet client needs.
• Partners with Profit Center Banking team to move opportunities through FWT's proven sales process, including sales team creation and proposal delivery for existing and prospective clients.
• Assists in driving Treasury Management product strategies, initiatives, and training within Profit Centers.
• Works with Market President and Banking Manager to help identity client expansion opportunities in the existing portfolio.
• Maintains an active and visible place within the community, utilizing a strong network of centers of influence via community groups, boards, and local estate planning councils.
• Utilizes and builds expert product knowledge and current knowledge of tax laws and financial strategies.
• Use holistic approach to leverage and cross-sell First Western's full suite of products and services.

What You Bring:

• Advanced knowledge of financial, tax, and wealth planning.
• Experience with CRM preferred.
• Strong mathematical and analytical skills.
• High initiative and follow-through.

Education Level Education Details Required/Preferred
Bachelor's Degree Business, Finance, or related field preferred Required

Experience Level Experience Details Required/Preferred
5-7 years Banking experience with an emphasis on treasury management, business development, and client services. Required

License/Certification Details Time Frame Required/Preferred
Certified Treasury Management (CTP) Within 1 year of hire 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: $120,000/YR Unlimited Commissions

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.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.