Private Banker II at First Western Financial, Inc.

Posted in Banking 10 days ago.

Location: Denver, Colorado





Job Description:

About First Western Trust.

First Western's mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.

Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.

You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."

Your Potential at First Western Trust

Are you looking for a career in Banking? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing financial data and providing value through recommendations? Do you want to be part of a culture of growth?

Great! If you are ready to join a growing team within our Banking team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.

Pay Range: $25.00 - $26.45 per hour, based on experience
Full Salary Range: $25.00 - $31.25 per hour
Classification: Full-time, Non-Exempt
Application Close Date: December 10, 2021,
subject to change at the discretion of First Western's Talent Management team

Job Responsibilities:


  • Conduct more complex client interactions including service, new accounts, and on-going relationships for both depository and lending clients, including those involving debit cards, online banking, and general account inquiries.

  • May oversee and direct work of Private Banker I team members.

  • Solve more complex service issues with minimal direction and guidance.

  • Actively seek cross-sell opportunities.

  • Assist in training and developing Private Banker I associates (if applicable).

  • Successfully perform teller functions, cash handling, security, on-line banking, wire transfers, and open new accounts.

  • Identify treasury management opportunities, implement recommendations and assist commercial clients.

  • May assist with the development of new business by participating in client and/or prospect calls and presentations.

  • Assist with lending opportunities by requesting client documents; act as a liaison for clients, the profit center, and operations associates.

  • Interact with team members from various departments; specifically, deposit operations, loan operations, compliance, and security.

  • Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures

  • 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.

  • Know and comply with all Company policies set forth on the Company's Intranet;

  • Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;

  • Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;

  • Complete all assigned training on time.

  • Embrace and adhere to First Western's Core Values

  • Other duties as assigned.


Required Skills & Experience:


  • Bachelor's Degree in Business, Finance or related field; may be offset by additional years of banking experience required


  • 3-5 years client-facing banking experience required

  • Notary Within 90 days of hire required

  • 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-starter

Looking to take your career to the next level? First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

- 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
- Paid Time-Off + Bank Holidays

Ready to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

First Western will accommodate applicants with disabilities who need help applying for a position. Contact TalentManagement@myfw.com for assistance.


First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.


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