Private Banker II

First Western Trust; Fort Collins (CO); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

401(k) match

Paid parking

Health & wellness benefits

HSA & FSA

Medical/Dental/Vision

Paid time off

Professional development

Certifications sponsorship

Job summary

First Western Trust in Fort Collins, CO is seeking a Private Banker II to manage commercial and complex consumer deposit relationships, delivering high-touch client service and accurate transactional support. You will oversee new accounts, onboarding, service resolution, and teller duties while assisting with audits and business development.

The role requires 3–5 years client-facing banking experience and a Bachelor's degree; notary within 90 days.

Qualifications

• 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; multitask and operate independently in a fast-paced environment.
• Notary commission required within 90 days of hire.

Responsibilities

• 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 with cash handling, money movement, and end-of-day processing.
• 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.

Skills

Client-facing banking

Communication skills

Multitasking

Microsoft Office

Notary

Education

Bachelor's degree in Business/Finance

Job description

Location: Fort Collins, CO (In-Office)

Job Type: Full-Time Non-Exempt

Salary: $25.10 - $32.46/HR *Actual offer will be based on experience, location, education, and/or skills*

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

• Competitive base salary: $25.10 - $32.46/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.

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.

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 B Pay Range

Pay Range: $25.10 USD - $32.46 USD