Private Banker III
About The Position
The Private Banker III manages advanced private banking responsibilities, supporting complex consumer, commercial, and treasury management accounts. You will serve as an escalation point for branch associates, troubleshoot issues, and provide high-level service across in-person, phone, and email interactions. This role develops long-term client relationships, contributes to business development efforts, and supports onboarding, training, and operational deposit initiatives. Success in this role requires independence, adaptability, professionalism, and strong problem-solving skills in a rapidly evolving environment.
Requirements
- 5–7 years of client-facing banking experience (required).
- Strong understanding of teller operations, deposit products, treasury management, and banking regulations.
- Exceptional written and verbal communication skills.
- Ability to multitask, stay organized, and operate independently with strong attention to detail.
- Experience serving high-net-worth clients with professionalism and discretion.
- Strong knowledge of First Western’s financial products, tax laws, policies, and regulatory requirements.
- Notary commission required within 90 days of hire.
Nice To Haves
- Bachelor’s degree in Business, Finance, or related field preferred (experience may offset).
Responsibilities
- Handle complex new accounts, service requests, and deposit product needs including debit cards, online banking, and money movement.
- Act as an escalation point for commercial and treasury management-related issues; take ownership of client concerns through resolution.
- Support operational deposit projects, associate onboarding, and training efforts.
- Build long-term relationships with high-level consumer, commercial, and treasury clients.
- Participate in sales efforts, including prospect calls, presentations, and new deposit development activities.
- Open new deposit accounts and ensure accurate onboarding for complex client relationships.
- Assist with treasury management implementation, daily support, and reviews of commercial client reporting, bonus rate approvals, ECR exceptions, and credit limit products.
- Support quarterly and annual audits, maintain compliance standards, and oversee physical security responsibilities when required.
- Provide teller coverage when needed, including cash handling and end-of-day processing.
Benefits
- Competitive base salary: $63,000 - $88,200/YR, plus strong 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
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
