First Western

SVP, Relationship Banker III

First Western$123K — $185K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 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
  • 5-7 years of commercial lending and/or underwriting experience
  • Proficient in Microsoft Office Suite, especially Excel
  • Experience dealing with high-net-worth individuals
  • Ability to manage large projects with limited oversight

Responsibilities

  • Manage and grow a portfolio of loans, deposits, and assets under management
  • Build and maintain strong client relationships with personalized financial solutions
  • Collaborate with internal teams to provide comprehensive wealth management services
  • Process and manage commercial loan requests through the approval process
  • Administer complex loan portfolios, tracking covenants, collateral, and documentation
  • Identify growth opportunities within your portfolio and aid clients in achieving financial goals

Benefits

  • Competitive base salary plus strong bonus potential
  • 401(k) plan with employer match
  • Paid parking and transportation benefits
  • Comprehensive health and wellness benefits including HSA and FSA
  • Generous paid time off and bank holidays
  • Access to training and professional development programs
  • Support for obtaining professional certifications
Full Job Description
SVP, Relationship Banker III

Location: Scottsdale, AZ (In-Office)

Job Type: Full-Time Exempt

Salary: $123,000 - $185,400/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 7/31/2026

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 commercial 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 commercial 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 commercial 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: $123,000 - $185,400/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.




Region B Pay Range

Pay Range

$123,000-$185,400 USD

About First Western

First Western is a private bank and wealth management company that provides personalized financial services to high-net-worth individuals and families. The company offers a range of services, including banking, investment management, trust and estate planning, and philanthropic advisory. First Western was founded in 2002 and has since grown to serve clients across the western United States. The company is committed to providing exceptional service and building long-term relationships with its clients. First Western has received numerous awards and recognitions for its financial performance and client satisfaction.
Learn more about First Western
Size
200 employees
Industry

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