Relationship Manager Associate | Retirement Services
Emily Machol, as relationship manager associate for retirement services, is responsible for assisting the director of retirement services and the relationship managers in providing strategic planning and consulting to assigned retirement clients. Emily will help market and evaluate proposals, to identify new business opportunities in the market and among existing clients to continue helping build and maintaining strong client and vendor relationships.
Prior to joining First Western Trust, Emily worked at ANB Bank, as a bank teller, where Emily accurately processed business and consumer cash, checks, and gained experience and knowledge in the financial industry. Emily was then recruited by First Western Trust to a relationship manager associate role in October of 2017.
Getting to Know Emily
What do you believe is your best quality?
I believe that my personality is one that helps people open up. I like to meet new people and learn about them and I have been told I'm very genuine.
What do you like most about what you do?
Eager to learn how to do my job and work well with my new team.
What is your idea of perfect happiness?
When you come home from a long day of work and you have all the ingredients needed to cook an amazing dinner.
Credentials
- Bachelor of Science in Finance, with dual minors in Agricultural Business, Banking and Financial Services from the University of Wyoming.