Job Description

Job Description

Job Description

First Western Bank has a full-time opening for a Wealth & Deposit Management Banker in Bismarck, North Dakota.

Wealth & Deposit Management Banker Benefits Include:

• Paid Vacation, Sick Leave and Holidays
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401k with matching contributions
• Volunteer Paid Time Off
• Banking Benefits
• And More!

Wealth & Deposit Management Banker Overview :

The Private and Deposit Management Banker will be responsible for developing and managing relationships with clients, with a primary focus on deposit growth, and overall relationship profitability. This individual will actively seek new business opportunities, deepen existing client relationships, and serve as a trusted advisor by delivering customized banking solutions that support clients’ operational and strategic goals. This position will s also be responsible for the hiring, training, and supervision of Universal Bankers and Tellers.

• Proactively source new commercial, consumer, and ag clients through networking, referrals, and community involvement.
• Build and maintain a robust pipeline of prospects, focusing on core deposit growth and treasury management opportunities.
• Develop and present tailored proposals to meet client needs across depository, liquidity, payment, and receivables solutions.
• Work closely with the Lending team on the market’s portfolio of commercial, ag and consumer clients, providing high-touch service and strategic advice, and coordinate with lending officers when deposit-focused clients require credit services to support broader relationship growth.
• Develop and maintain an understanding of all First Western products and services.
• Conduct in-depth client needs assessments to identify opportunities to optimize cash flow, improve working capital efficiency, and reduce financial risk.
• Onboard new depository clients with an emphasis on seamless implementation and client education.
• Monitor product usage and service quality to ensure satisfaction and identify cross-sell opportunities.
• Serve as the Universal Banking Manager to manage day-to-day administration of the bank branch and supervision of Universal Bankers and Tellers.
• Provide a variety of management and administrative support to leadership on special projects.
• Represent the bank in local community and participate in community sponsored events.
• Ensure compliance with banking laws, regulations, and the Bank’s policies and procedures, including the Bank Secrecy Act.
• Ensure all onboarding, documentation, and servicing procedures follow bank compliance standards.
• Assist with Teller transactions as needed.

Wealth & Deposit Management Banker Qualifications:

• Bachelor’s degree in business administration, management studies, or in a related discipline.
• Minimum of five years of experience in a financial sales position, preferably in a leadership position, and with a strong emphasis on treasury/cash management and deposit acquisition.
• Demonstrated track record of new business development and client relationship growth.
• Solid understanding of commercial bank products, especially treasury and deposit solutions.
• Knowledge of marketing and business concepts.
• Established network in the local market.
• Exceptional interpersonal, consultative, and presentation skills.
• Ability to work independently while collaborating across departments to deliver client solutions.

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