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Financial Services Associate

2 months ago

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

First Western is in search of a Financial Services Associate to enhance our team.

Are you ready to take on a fulfilling and dynamic role? First Western is looking for a dedicated and skilled individual to become part of our organization.

As a Financial Services Associate at First Western, you will be instrumental in assisting affluent clients in reaching their financial aspirations. You will collaborate closely with our Boulder team to provide comprehensive solutions that surpass client expectations.

If you are committed to delivering outstanding service to clients and are eager for a challenging and fulfilling role, we invite you to consider this opportunity.

Key Responsibilities:

  • Offer administrative assistance to the Relationship Banker by managing loan applications, ensuring smooth progression through approvals, and facilitating closings.
  • Oversee the general administration and upkeep of the loan portfolio, including support in loan renewals, extensions, and conducting annual loan assessments.
  • Track overdue reports, upcoming loans, file exceptions, and compliance with covenants.
  • Assist with loan closing documentation, client packets, sales presentations, and client onboarding.
  • Address client inquiries and service requests, including general account questions, loan advances, and payment requests.
  • Engage with team members across various departments, particularly in private banking, loan operations, credit, and compliance.
  • Ensure client satisfaction through regular contact, relationship maintenance, and identifying additional banking products to meet client needs.
  • Support loan product strategies and initiatives as needed.
  • Assist in training and onboarding new associates as required.

Qualifications:

  • Proficient in Microsoft Office Suite, particularly Excel.
  • Experience with banking and credit software.
  • Familiarity with CRM systems is preferred.
  • Exceptional written and verbal communication skills.
  • Strong organizational, prioritization, and follow-through abilities.
  • Excellent customer service skills.
  • Experience working with high-net-worth clients.
  • Detail-oriented, organized, and capable of multitasking.
  • Self-motivated.
  • Deliver the highest level of client service and follow-through.
  • Regularly connect with clients to assess their needs.

Education Requirements:
Bachelor's Degree or equivalent work experience is required.

Experience Requirements:
0-3 years in banking, lending, and/or credit, or related experience is required.

Licensure/Certification:
NMLS upon hire is required.

What We Offer:

At First Western, we are proud of our culture that fosters innovation, teamwork, and continuous learning. We are dedicated to equipping our employees with the necessary tools and resources for success, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Compensation: $35.58/HR

Job Classification: Full-Time Non-Exempt

*Actual offers will be based on experience, location, education, and/or skills.*

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

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented individuals from various backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the necessary steps to ensure that individuals with disabilities are provided reasonable accommodations. If reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please reach out for assistance.