SVP, Relationship Banker III at First Western

Bozeman, Montana, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Dec, 25

Salary

206000.0

Posted On

30 Sep, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Development, Business Development, Lending, Underwriting, Portfolio Management, Financial Solutions, Mathematical Skills, Communication Skills, Project Management, High-Net-Worth Individuals, Credit Software, CRM Systems, Self-Motivation, Team Collaboration, Attention To Detail, Adaptability

Industry

Financial Services

Description

SVP, Relationship Banker III Location: Bozeman, MT (In-Office) Job Type: Full-Time Exempt Salary: $137,000 - $206,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consideration no later 10/29/2025 Who We’re Looking For You're a dynamic professional who thrives in a fast-paced, evolving environment. With a consultative mindset, you know how to build meaningful client relationships and uncover new business opportunities through thoughtful, personalized service. You’re independent and self-motivated, able to juggle multiple responsibilities while maintaining a high standard of accuracy and professionalism. You embrace change, seek out learning opportunities, and bring a comprehensive understanding—or the drive to build one—of lending, credit, and wealth management services. If you enjoy collaborating with a team while taking ownership of your client portfolio, this role is a fit for you. About the Role As an SVP, Relationship Banker III at First Western, you'll be at the forefront of managing and expanding our lending portfolio while acting as a trusted advisor to clients. This role combines portfolio management and client relationship development, allowing you to directly contribute to both individual and team production goals in loans, deposits, and assets under management. You'll work closely with internal partners to offer a comprehensive suite of wealth management services, all while overseeing complex loan portfolios. If you're seeking a role that allows you to drive growth and create meaningful client relationships, this is your opportunity. What You’ll Do Manage and grow a portfolio of loans, deposits, and assets under management to meet team goals. Build and maintain strong client relationships, offering personalized financial solutions. Work with internal teams to provide comprehensive wealth management services. Process loan requests and manage them through the approval process. Administer complex loan portfolios, tracking covenants, collateral, and documentation. Identify opportunities for growth within your portfolio and help clients achieve their financial goals. What You Bring Bachelor's degree in Business or related field, or equivalent experience. NMLS certification required upon hire. 10+ years of business development or client development experience, including 5-7 years of lending and/or underwriting experience. Proficiency in Microsoft Office Suite, especially Excel, and experience with banking and credit software and CRM systems. Strong mathematical, written, and verbal communication skills with the ability to work independently and as part of a team. Experience working with high-net-worth individuals and managing complex client relationships. Ability to manage large projects with limited oversight. What We Offer Competitive base salary: $137,000 – $206,000/YR, plus strong bonus potential. 401(k) plan with employer match. Paid parking and transportation benefits. Comprehensive health and wellness benefits, including: Health savings accounts (HSA) Flexible spending accounts (FSA) Medical, dental, and vision coverage Generous paid time off and bank holidays. Access to training and professional development programs. Sponsorship and support for obtaining professional certifications. A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: Demand and reward excellence. Take action and responsibility. Collaborate, communicate openly, and give/receive feedback with trust. Go above and beyond to do what’s right—always. If that sounds like you, you’ll fit right in. Learn more at myfw.com or email Talent.Management@myfw.com. Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com. Region A Pay Range Pay Range $137,000—$206,000 USD

Responsibilities

Manage and grow a portfolio of loans, deposits, and assets under management while building strong client relationships. Oversee complex loan portfolios and collaborate with internal teams to provide comprehensive wealth management services.