Private Banker II: Complex Deposits & Client Relationships

First Western; Fort Collins (CO); On-site; USD 35,000 - 48,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health and wellness benefits

Training and professional development

Certification sponsorship

Job summary

First Western Trust in Fort Collins, CO is seeking a Private Banker II to manage commercial and complex consumer deposit relationships, deliver high-touch client service, and execute accurate transactions.

You will oversee new accounts, onboarding, service resolution, and teller functions while supporting audits, security standards, and business development.

A Bachelor’s degree and 3–5 years of client-facing banking experience are required; Notary within 90 days is expected.

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.

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—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.

Skills

Client-facing banking

Banking product knowledge

Microsoft Office

Education

Bachelor’s degree in Business/Finance

Tools

Microsoft Office

Job description

First Western Trust in Fort Collins, CO is seeking a Private Banker II to manage commercial and complex consumer deposit relationships, deliver high-touch client service, and execute accurate transactions.

You will oversee new accounts, onboarding, service resolution, and teller functions while supporting audits, security standards, and business development.

A Bachelor’s degree and 3–5 years of client-facing banking experience are required; Notary within 90 days is expected.