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Private Banker I

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Private Banker 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 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:
Performs teller functions including cash handling, deposits, and end of day processing.
Performs transfers, loan payments, and wire transactions.
Assists clients with day-to-day customer service requests including check orders, copies of statements, debit card disputes, and general account maintenance requests.
Manage front desk and daily administrative duties including greeting clients, opening and closing the office, answering phone calls, ordering office supplies, and helping prepare for meetings.
Enroll and assist clients with online banking.
May open new consumer deposit accounts, request bonus rate approval as needed, establish new products and services for existing clients, and complete client onboarding.
Ensures client satisfaction through contact and maintenance of the relationship.
What You Bring:
Proficient with Microsoft Office Suite
Detailed knowledge of teller functions, client services, new deposit accounts, banking regulations and compliance
Detail-oriented, organized, and able to multi-task; self-starterGood written and verbal skills
Understand and effectively communicate First Western's financial products and services.
Education Level Education Details Required/Preferred
Bachelor's Degree Business, Finance or related field; may be offset by additional years of banking experience. Preferred
Experience Level Experience Details Required/Preferred
0-3 years Client-facing banking experience Required
License/Certification Details Time Frame Required/Preferred
Notary 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: $23.08 - $30.29/HR
Job Classification: Full-Time Non-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
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

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.

Pay Range
$23.08-$30.29 USD

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran

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Job Posting: 6371417

Posted On: Feb 26, 2024

Updated On: Mar 26, 2024

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