Private Banker II

First Western; Boulder (CO); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health, dental, vision

HSA & FSA

Paid time off

Professional development

Job summary

First Western Trust seeks a Private Banker II in Boulder, CO to manage complex deposit relationships, oversee onboarding, and deliver high-touch client service. You will support daily operations, assist with audits, and mentor junior staff while ensuring regulatory compliance and accuracy.

Ideal candidates bring 3–5 years of client-facing banking experience, a Bachelor’s degree in Business or Finance, and proficiency in Microsoft Office. Notary is required within 90 days of hire.

Qualifications

• Bachelor’s degree in Business, Finance, or related field or equivalent banking experience.
• 3–5 years of client-facing banking experience.
• Strong knowledge of teller functions, client services, deposits, treasury products, regulations, and compliance.
• Excellent written and verbal communication; multitasking ability.

Responsibilities

• Manage commercial and complex consumer deposit relationships and oversee new accounts onboarding.
• Perform teller functions and cash handling with accuracy; support end-of-day processing.
• Support audits, security procedures, and operational deposit initiatives.
• Guide Private Banker I and collaborate with Operations, Compliance, and Security.

Skills

Client-facing banking

Microsoft Office

Communication skills

Notary within 90 days

Education

Bachelor’s degree in Business/Finance

Tools

Microsoft Office Suite

Job description

Salary: $27.89 - $38.95/HR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 09/30/2026.

____________________________________________________________________________________________

Who We’re Looking For

You’re a client-focused banking professional with strong experience in servicing commercial and complex consumer deposit relationships. You thrive in a dynamic environment where accuracy, multitasking, and proactive service define success. You’re confident navigating evolving products, processes, and technology while delivering a high-touch experience. If you’re someone who brings professionalism, initiative, and steady execution to every client interaction, this role is for you.

About the Role

The Private Banker II supports the daily operations of the Profit Center (PC) by managing commercial and complex consumer deposit relationships, providing exceptional client service, and executing accurate, efficient transactions. You’ll oversee new accounts, onboarding, service resolution, and teller functions while supporting audits, operational initiatives, and security standards. You may provide guidance to Private Banker I team members and assist with business development.

What You’ll Do

• Build and deepen relationships with commercial and complex consumer clients, supporting new accounts, onboarding, service needs, and annual review activities.
• Manage complex deposit requests and perform teller functions—including cash handling, money movement, and end-of-day processing with accuracy and consistency.
• Support PC operations through audits, security procedures, after-hours security contact duties, and participation in operational deposit initiatives.
• Provide guidance to Private Banker I team members and collaborate with Operations, Compliance, Loan Operations, and Security to resolve client needs.
• Participate in business development activities and maintain strong knowledge of bank products, services, regulations, and procedures to ensure compliance and exceptional client support.

What You Bring

• Bachelor’s degree in Business, Finance, or related field; equivalent banking experience may be considered.
• 3–5 years of client-facing banking experience.
• Strong knowledge of teller functions, client services, deposit accounts, treasury products, banking regulations, and compliance.
• Proficiency in Microsoft Office Suite.
• Excellent written and verbal communication skills; able to multitask and operate independently in a fast-paced environment.
• Ability to effectively communicate First Western’s products and services and maintain up-to-date knowledge of relevant regulations, tax considerations, and internal policies.
• Notary commission required within 90 days of hire.

What We Offer

• 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.

____________________________________________________________________________________________

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.

• 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.

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 A Pay Range

Pay Range

$27.89 - $38.95 USD