What are the responsibilities and job description for the Private Banker III position at First Western Trust?
First Western is seeking a Private Banker III 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 a Private Banker III 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 Cherry Creek 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.
What You Will Do:
Bachelor's Degree Business, Finance, or related field; may be offset by additional years of banking experience. Preferred
Experience Level Experience Details Required/Preferred
Required
5-7 years Client-facing bank experience Required
License/Certification Details Time Frame Required/Preferred
Notary commission Within 90 days of hire Required
What You Receive:
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: $70,000 - $98,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*
Questions? Contact us at Talent.Management@myfw.com
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 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 steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, 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 contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$70,000—$98,000 USD
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a Private Banker III 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 Cherry Creek 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.
What You Will Do:
- Conducts more complex requests related to new accounts, service issues, and deposit products and services involving debit cards, online banking, and money movement with minimal direction and guidance. Acts as an escalation point for location staff, especially for commercial banking and treasury management. Takes ownership of client issues and follows problems through to resolution.
- Supports operational deposit projects and initiatives for the location as needed.
- Assists Banking Manager and Team Leads on associate onboarding and training.
- Develops long-term relationships with larger/high-level consumer, commercial, and treasury management clients. Improves the client experience, creating engaged clients and facilitating organic growth.
- Support sales efforts for the development of new deposit business by partnering with sales associates and/or prospect calls and presentations.
- Opens new deposit accounts, establishes ancillary products and services for more complex consumer and business relationships, and ensures client onboarding completion
- Assists with the implementation of Treasury Management products and services and provides day to day support for those products. Reviews weekly/daily commercial client report, drives approvals for bonus rates and ECR exceptions, assists with credit limit product reviews, and performs annual commercial deposit client reviews.
- Responsible for risk and compliance adherence, including quarterly and annual audit of Profit Center location. May be primary contact for profit center's physical security by training associates, adhering to security standards, providing internal communication of security changes, and acting as the after-hours contact for the security system. Ensures controls are maintained over items such as keys, combinations, security signals, and cash limits.
- Proficient with Microsoft Office Suite
- Detailed knowledge of teller functions, client services, new deposit accounts, treasury management, banking regulations, and compliance
- Exceptional written and verbal communications skills
- Detail-oriented, organized and able to multitask; self-starter
- Understand and effectively communicate First Western's financial products and services.
- Maintain knowledge of tax laws, banking regulations, company policies and procedures
Bachelor's Degree Business, Finance, or related field; may be offset by additional years of banking experience. Preferred
Experience Level Experience Details Required/Preferred
Required
5-7 years Client-facing bank experience Required
License/Certification Details Time Frame Required/Preferred
Notary commission Within 90 days of hire Required
What You Receive:
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: $70,000 - $98,000/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
Questions? Contact us at Talent.Management@myfw.com
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 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 steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, 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 contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$70,000—$98,000 USD
Salary : $70,000 - $98,000
