Private Banker I

First Western Trust; Jackson (AL); On-site; USD 38,000 - 47,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits

Paid time off & holidays

Training & development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust is seeking a Private Client Banker I to support consumer banking products and services with a strong focus on client experience. This in-office, full-time role requires 0-3 years of banking experience, a bachelor's degree, and notary certification within 90 days.

The position offers a competitive hourly base and opportunities for growth. You will handle teller tasks, online banking support, and client onboarding while maintaining compliance and delivering exceptional service.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field preferred (or equivalent banking experience).
• 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.
• Notary public certification (required within 90 days of hire).
• 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.

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 daily 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.
• Provide assistance with online banking services and digital banking tools.
• Open new consumer deposit accounts, obtain bonus rate approvals when required, establish new products and services for existing clients, and complete client onboarding activities.
• Build and maintain strong client relationships to ensure a high level of client satisfaction and service excellence.
• Collaborate with team members across multiple departments including Operations, Compliance, and Security, to support client needs and business objectives.
• Serve as a knowledgeable and proactive resource on First Western’s consumer banking products and services.
• Maintain current knowledge of bank products, services, policies, procedures, and regulatory requirements, ensuring compliance with all applicable laws and regulations.

Skills

Communication skills

MS Office

Organizational skills

Attention to detail

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office

Job description

Private Client Banker (Private Banker I)

Location: Jackson, WY (In-Office)

Job Type: Full-Time Non-Exempt

Salary: $27.89 - $34.14/HR *Actual offer will be based on experience, location, education, and/or skills*

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Who We’re Looking For

You’re a service-driven professional who thrives in a client-facing role. You bring a strong attention to detail, a proactive mindset, and the ability to handle day-to-day banking tasks with confidence and accuracy. You’re a natural communicator, comfortable interacting with clients in-person, via phone, and email. Whether you’re processing transactions, resolving account issues, or supporting branch operations, you’re committed to delivering exceptional client experiences.

If you're looking to grow your banking career in a dynamic, fast-paced environment, this is a great opportunity for you.

About the Role

Responsible for executing private banking and teller-related transactions, primarily for consumer accounts, while delivering exceptional client experience through in-person interactions, email, and phone communication. Ensures accurate and efficient processing of daily client transactions and account-related requests. This position is primarily service-focused (100% service).

This role requires a proactive, self-motivated professional who thrives in a fast-paced, dynamic environment. Success depends on the ability to effectively manage multiple priorities, exercise sound judgment, work independently, and adapt to evolving products, services, procedures, and business processes.

What You’ll Do

• 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 daily 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.
• Provide assistance with online banking services and digital banking tools.
• Open new consumer deposit accounts, obtain bonus rate approvals when required, establish new products and services for existing clients, and complete client onboarding activities.
• Build and maintain strong client relationships to ensure a high level of client satisfaction and service excellence.
• Collaborate with team members across multiple departments including Operations, Compliance, and Security, to support client needs and business objectives.
• Serve as a knowledgeable and proactive resource on First Western’s consumer banking products and services.
• Maintain current knowledge of bank products, services, policies, procedures, and regulatory requirements, ensuring compliance with all applicable laws and regulations.

What You Bring

• Bachelor’s degree in Business, Finance, or a related field preferred (or equivalent banking experience)
• 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)

What We Offer

• Competitive base salary: $27.89 - $34.14/HR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including:
  • 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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Who We Are

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right - always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email [e-mail].

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact [e-mail].

Region E Pay Range

Pay Range

$27.89-$34.14 USD