Private Banker I
About The Position
The Private Banker I is responsible for private banking and teller-related transactions, primarily for consumer accounts, while providing service through in-person interactions, email, and phone. The position is 100% service-focused and includes processing daily transactions and account requests accurately and efficiently. The role calls for a proactive, self-motivated professional who can manage multiple priorities, exercise sound judgment, work independently, and adapt to changing products, services, procedures, and business processes. The position is based in the Aspen, Colorado office and is full-time, non-exempt.
Requirements
- 0–3 years of client-facing banking experience required.
- Proficiency in Microsoft Office Suite.
- Detailed knowledge of teller functions, client services, new deposit accounts, banking regulations, and compliance.
- Strong organizational skills, attention to detail, and a proactive, self-starting attitude.
- Excellent written and verbal communication skills.
- Ability to understand and clearly explain financial products and services.
- Notary public certification required within 90 days of hire.
Nice To Haves
- Bachelor’s degree in Business, Finance, or a related field, or equivalent banking experience.
Responsibilities
- Perform teller functions, including cash handling, deposits, account transactions, and end-of-day processing.
- Process transfers, loan payments, and wire transactions accurately and efficiently.
- Assist clients with service requests, including check orders, statement copies, debit card disputes, account maintenance, and other banking needs.
- Manage front desk and administrative responsibilities, including greeting clients, opening and closing the office, answering phone calls, ordering supplies, and supporting meeting preparation.
- Assist clients with online banking services and digital banking tools.
- Open new consumer deposit accounts, obtain bonus rate approvals when required, establish products and services for existing clients, and complete client onboarding activities.
- Build and maintain client relationships to support satisfaction and service excellence.
- Collaborate with Operations, Compliance, Security, and other departments to support client needs and business objectives.
- Serve as a knowledgeable resource on the company’s consumer banking products and services.
- Maintain current knowledge of products, services, policies, procedures, and regulatory requirements, and comply with applicable laws and regulations.
Benefits
- Competitive base salary of $27.89–$34.14 per hour, plus bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Health savings accounts (HSA).
- Flexible spending accounts (FSA).
- Medical, dental, and vision coverage.
- Paid time off and bank holidays.
- Training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
