Wealth Management Banker

Job Description

Job Description

Wealth Management Banker Overview

Maintains customer relations and is the customer’s primary contact for financial planning needs; maintains an understanding of investment planning, insurance, trust, and banking products; and partners with First Western team members to assist each customer with their unique goals and objectives.

• Develop and maintain an understanding of all First Western products and services
• Facilitate a customer relationship team to form a plan to reach customer’s goals and objectives
• Communicate the short-term and long-term plans to Wealth Management customers, in such a way as to earn their trust
• Proactively increase customer satisfaction and loyalty
• Review and pull insights from analytics and data
• Assist in implementing change that anticipates and addresses customer needs
• Plan and present customer events to include for example, motivating, educating, and entertaining the customer
• Make recommendations to management on strategic customer-focused relationship initiatives

Wealth Management Banker Qualifications

• Bachelor’s degree in business administration, management studies, or in a related discipline
• Three to five years of experience in a financial sales position, preferably in a leadership position
• Knowledge of marketing and business concepts
• Knowledge of financial management
• National Mortgage Licensing System (NMLS) registration
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) is a plus

First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.