SVP, Trust Officer

First Western is seeking an SVP, Trust Officer to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As an SVP, Trust Officer at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Jackson team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

• Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
• Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs, and identify and present solutions to meet client goals.
• Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.
• Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.
• Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
• Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.
• Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.
• Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP's, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.
• Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
• Remain current with all changes to trust, estate and tax law and apply this knowledge to the administration of trust accounts.

• Fluency with Trust Desk and all related systems employed in trust administration.
• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience with CRM preferred.
• High initiative and follow-through.
• Ability to work independently and with a team.
• Experience working with high net-worth individuals.
• Excellent written and verbal communications skills, and ability to present to clients and prospects.

Education Details Required/Preferred

JD Juris Doctor (JD); CTFA also acceptable with significant relevant work experience — Required

Experience Details Required/Preferred

7-10 years Trust administration and/or experience as an attorney specializing in trust & estate planning — Required

5-7 years Business development and leadership — Required

Time Frame Required/Preferred

Juris Doctor (JD) — Upon Hire Required

CTFA or equivalent experience — Upon Hire Required

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
: $125,000 - $175,000/YR

Job Classification
:
Full-Time Exempt

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

• 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

Interested in learning more and seeing how we connect? Visit us today at:

Questions? Contact us at

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 people from different backgrounds, experiences, abilities, and perspectives. Individuals from all…