Senior Banking Specialist

First Western Financial, Inc.; Phoenix (AZ); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health & wellness benefits

Professional development support

Job summary

First Western Trust in Phoenix, AZ is seeking a Senior Banking Specialist focused on new deposit growth. This production role targets high-net-worth individuals, entrepreneurs, privately held businesses, and family offices, with an annual deposit target of $10–20 million.

You will structure tailored deposit and treasury solutions, partner with Profit Center teams, and maintain deep knowledge of deposit products while building a disciplined sales pipeline in a compliant, autonomous environment.

Qualifications

• Bachelor's degree required.
• 7–10 years of deposit-focused business development experience.
• Proven success sourcing and closing operating deposit relationships.
• Strong understanding of deposit products, treasury management solutions, and pricing strategies.
• Ability to assess client needs and structure tailored cash management solutions.
• Deep knowledge of competitive markets, rate environments, and industry trends.
• CTP designation preferred.

Responsibilities

• Source, acquire, and grow deposit relationships with high-net-worth individuals, businesses, trusts, and family offices.
• Achieve annual new deposit production targets of $10–20 million across personal, business, and trust accounts.
• Structure customized deposit and treasury management solutions aligned with client liquidity, cash flow, and operational needs.
• Maintain expert knowledge of First Western's deposit products, treasury offerings, value proposition, and competitive market dynamics.
• Partner with Profit Center teams including relationship bankers, private bankers, and treasury and wealth partners to deliver comprehensive solutions and deepen relationships.
• Build and manage a disciplined sales pipeline through networking, community involvement, CRM documentation, and regular performance reporting while ensuring regulatory compliance.

Skills

Deposit growth

Relationship building

Sales pipeline management

Structured deposit solutions

Education

Bachelor's degree

Tools

CRM system

Treasury management tools

Job description

Senior Banking Specialist

Location: Phoenix, AZ (In-Office)

Job Type: Full-Time Exempt

Salary: $125,000/YR + Commission

Applications should be submitted for consideration no later 07/31/2026.

Who We're Looking For

You're a high-performing deposit growth professional with a proven ability to source, structure, and close significant operating deposit relationships. You bring a strong market presence, deep product knowledge, and a hunter mentality focused on acquisition, not servicing. You're energized by clear production goals, competitive environments, and building long‑term relationships with sophisticated clients. If you thrive in a pure production role where results matter and autonomy is earned, this role is for you.

About the Role

The Senior Banking Specialist is a production-focused role responsible for driving new deposit growth across First Western Trust's footprint. This position targets high‑net‑worth individuals, entrepreneurs, privately held businesses, and family offices, with an annual new deposit production goal of $10‑20 million. You'll structure tailored deposit and treasury solutions that support client liquidity, operations, and long‑term relationships. This role partners closely with Profit Center teams while remaining focused on origination rather than ongoing service.

What You'll Do

• Source, acquire, and grow deposit relationships with high‑net‑worth individuals, businesses, trusts, and family offices.
• Achieve annual new deposit production targets of $10‑20 million across personal, business, and trust accounts.
• Structure customized deposit and treasury management solutions aligned with client liquidity, cash flow, and operational needs.
• Maintain expert knowledge of First Western's deposit products, treasury offerings, value proposition, and competitive market dynamics.
• Partner with Profit Center teams including relationship bankers, private bankers, and treasury and wealth partners to deliver comprehensive solutions and deepen relationships.
• Build and manage a disciplined sales pipeline through networking, community involvement, CRM documentation, and regular performance reporting while ensuring regulatory compliance.

What You Bring

• Bachelor's degree required.
• 7‑10 years of deposit-focused business development experience.
• Proven success sourcing and closing operating deposit relationships.
• Strong understanding of deposit products, treasury management solutions, and pricing strategies.
• Ability to assess client needs and structure tailored cash management solutions.
• Deep knowledge of competitive markets, rate environments, and industry trends.
• Self‑directed, results‑driven approach with strong relationship‑building skills.
• Certified Treasury Professional (CTP) designation preferred.

What We Offer

• Competitive base salary: $125,000/YR + Commission, 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.

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 [e-mail].