Private Banker II

First Western

1d•$28 - $39

About The Position

First Western is seeking an Private Banker II 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 II 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.

Requirements

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
Client-facing bank experience

Nice To Haves

Business, Finance, or related field; may be offset by additional years of banking experience.

Responsibilities

Develops relationships with commercial and more complex consumer clients. Improves the client experience and ensures satisfaction by adhering to client segment standards, creating engaged clients and facilitating organic growth.
Conducts more complex requests related to new accounts, client onboarding, service issues, and deposit products and services involving debit cards, online banking, and money movement with minimal direction and guidance.
Responsible for quarterly and annual audit of Profit Center location. May be asked to serve as 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.
Supports operational deposit projects and initiatives for the location.
May oversee and direct work of Private Banker I team members as directed by Banking Manager; may assist with Private Banker onboarding, training, and development.
Opens new accounts and supports in the onboarding of commercial clients including approval for bonus rates as necessary. May assist in annual review completion for commercial clients.
Successfully perform teller functions including cash handling, deposits, money movement, and end of day processing.
May assist with the development of new business by participating in client and/or prospect calls and presentations.
Interact with team members from various departments; specifically bank operations, loan operations, compliance, and security.