SVP, Relationship Banking: Lead Growth & Lending

First Western; Columbus (OH); On-site; USD 166,000 - 249,000; Full time

Benefits offered by this job

401k match

Parking benefits

Health coverage

Dental & Vision

Paid time off

Training programs

Certifications support

Job summary

First Western Trust in Columbus, OH seeks an SVP, Senior Relationship Banker to lead the Relationship Banking team and drive revenue across loans, deposits, and investments. You will set goals, coach staff, and ensure CRM discipline while nurturing high-net-worth client relationships for holistic financial solutions.

You’ll guide production, manage a portfolio, and collaborate with wealth planning and trust experts to deliver comprehensive client service and growth in a fast-paced environment.

Qualifications

• Bachelor’s degree in business or related experience
• 10–15 years of business development or client development experience
• 5–7 years of lending and/or underwriting experience
• Proficiency in Microsoft Office Suite, with exceptional Excel skills
• Familiarity with banking and credit software
• Experience with CRM systems
• Strong mathematical and analytical skills
• High initiative, follow-through, and ability to work independently and with a team
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to prioritize and manage multiple tasks
• Experience working with high-net-worth individuals
• NMLS registration upon hire

Responsibilities

• Lead production across loans, deposits, and assets under management, setting referral goals in alignment with annual office targets.
• Drive new client acquisition and expand existing relationships through daily calling activity, retention outreach, prospecting, and joint coaching calls.
• Manage the Relationship Banking team capacity and performance by segment, delegating effectively and using sales and service metrics to inform workload.
• Oversee associate onboarding, recruitment, coaching, career pathing, and retention to build a high-performing, growth-focused team.
• Ensure pipeline discipline, accurate forecasting, and CRM best practices while guiding opportunities from application through approval and onboarding—including reviewing and releasing underwriting and credit analysis.
• Maintain oversight of portfolio administration and compliance, including pricing guidance, relationship reviews, loan tracking, covenant monitoring, collateral exceptions, and documentation standards.
• Expand client relationships by introducing new product strategies and reducing attrition, while partnering with internal experts in wealth planning, investment management, trust, and depository services to build comprehensive financial solutions.

Skills

Leadership

Business development

Communication

Analytical thinking

Team coaching

Client relationship management

Interpersonal skills

Regulatory compliance

Education

Bachelor's degree in business

Tools

Microsoft Office

CRM systems

Banking software

Job description

First Western Trust in Columbus, OH seeks an SVP, Senior Relationship Banker to lead the Relationship Banking team and drive revenue across loans, deposits, and investments. You will set goals, coach staff, and ensure CRM discipline while nurturing high-net-worth client relationships for holistic financial solutions.

You’ll guide production, manage a portfolio, and collaborate with wealth planning and trust experts to deliver comprehensive client service and growth in a fast-paced environment.