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.