Wealth Management Banker

**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.