Private Banker II: Commercial & Complex Deposit Specialist

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

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.