Private Banker II: Complex Deposits & Client Growth

First Western Trust; Boulder (CO); On-site; USD 58,000 - 75,000; Full time

Job summary

First Western Trust in Boulder, CO seeks a Private Banker II to manage commercial and complex consumer deposit relationships, delivering high-touch client service and overseeing new accounts and onboarding.

You will support audits, assist with business development, and guide junior team members, with a notary requirement within 90 days. Requires 3–5 years of client-facing banking experience and a Bachelor’s degree. Proficiency in MS Office is essential.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 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.
• 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 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.

Skills

Client-facing banking experience

MS Office proficiency

Excellent written and verbal comunic

Multitasking

Notary commission

Education

Bachelor’s degree in Business, Finance or related field

Tools

Microsoft Office Suite

Job description

First Western Trust in Boulder, CO seeks a Private Banker II to manage commercial and complex consumer deposit relationships, delivering high-touch client service and overseeing new accounts and onboarding.

You will support audits, assist with business development, and guide junior team members, with a notary requirement within 90 days. Requires 3–5 years of client-facing banking experience and a Bachelor’s degree. Proficiency in MS Office is essential.