Treasury Management Specialist

4 weeks ago


Broomfield, Colorado, United States First Western Full time
Job Overview

First Western is seeking a highly skilled Treasury Management Advisor to play a vital role in helping high-net-worth clients achieve their financial goals.

This is an exciting opportunity for a passionate and experienced professional to join our team and contribute to delivering comprehensive solutions that exceed client expectations.

Key Responsibilities
  • Attain the annual Treasury Management revenue goal by Region and/or Profit Center through lead generation and relationship development.
  • Strategically identify potential opportunities from an active high net-worth network and existing clients as appropriate.
  • Execute a consultative approach to prospects and clients to present customized solutions to meet client needs.
  • Partner with Profit Center Banking team to move opportunities through FWT's proven sales process, including sales team creation and proposal delivery for existing and prospective clients.
  • Assist in driving Treasury Management product strategies, initiatives, and training within Profit Centers.
  • Work with Market President and Banking Manager to help identify client expansion opportunities in the existing portfolio.
  • Maintain an active and visible place within the community, utilizing a strong network of centers of influence via community groups, boards, and local estate planning councils.
  • Utilize and build expert product knowledge and current knowledge of tax laws and financial strategies.
  • Employ a holistic approach to leverage and cross-sell First Western's full suite of products and services.
Requirements
  • Advanced knowledge of financial, tax, and wealth planning.
  • Experience with CRM preferred.
  • Strong mathematical and analytical skills.
  • High initiative and follow-through.
What We Offer

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $120,000/YR + Unlimited Commissions

Job Classification: Full-Time Exempt

Strong Bonus Potential, 401(k) Plan with Match, Paid Parking/Transportation Benefits, Access to Training & Professional Development Programs, Sponsorship for Obtaining Professional Certifications, Flex Spending Accounts, Health Savings Account, Health & Wellness Benefits, Paid Time-Off+ Bank Holidays



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