Private Banker III

First Western Trust; Fort Collins (CO); On-site; USD 63,000 - 82,000; Full time

Benefits offered by this job

401(k) with employer match

Parking and transportation benefits

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Paid time off and bank holidays

Training and professional development

Certifications sponsorship

Collaborative culture

Job summary

First Western Trust’s Private Banker III role in Fort Collins oversees advanced private banking for complex consumer, commercial, and treasury accounts. You’ll serve as an escalation point, troubleshoot issues, and provide high-level service across in-person, phone, and email interactions.

The role emphasizes building long-term client relationships and supporting onboarding and deposits. The position requires independence, adaptability, professionalism, and strong problem-solving in a fast-paced

Qualifications

• Bachelor’s degree in Business, Finance, or related field preferred (experience may offset).
• 5–7 years of client-facing banking experience (required).
• Strong understanding of teller operations, deposit products, treasury management, and banking regulations.
• Exceptional written and verbal communication skills.
• Ability to multitask, stay organized, and operate independently with strong attention to detail.
• Experience serving high-net-worth clients with professionalism and discretion.
• Strong knowledge of First Western’s financial products, tax laws, policies, and regulatory requirements.
• Notary commission required within 90 days of hire.

Responsibilities

• Handle complex new accounts, service requests, and deposit product needs including debit cards, online banking, and money movement.
• Act as an escalation point for commercial and treasury management-related issues; take ownership of client concerns through resolution.
• Support operational deposit projects, associate onboarding, and training efforts.
• Build long-term relationships with high-level consumer, commercial, and treasury clients.
• Participate in sales efforts, including prospect calls, presentations, and new deposit development activities.
• Open new deposit accounts and ensure accurate onboarding for complex client relationships.
• Assist with treasury management implementation, daily support, and reviews of commercial client reporting, bonus rate approvals, ECR exceptions, and credit limit products.
• Support quarterly and annual audits, maintain compliance standards, and oversee physical security responsibilities when required.
• Provide teller coverage when needed, including cash handling and end-of-day processing.

Skills

Relationship management

Communication skills

Multitasking

Attention to detail

Discretion with clients

Banking regulations

Education

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

Job description

Location:

Fort Collins, CO

Job Type:

Full-Time Exempt

Salary:

$63,000 - $81,700/YR *Actual offer will be based on experience, location, education, and/or skills*

Who We’re Looking For

You’re an experienced banking professional who thrives in a fast‑paced environment and enjoys solving complex client needs. You excel at building strong relationships, navigating multifaceted commercial, consumer, and treasury management requests, and delivering exceptional service. You are detail‑oriented, proactive, and confident managing high‑level client relationships while supporting teammates with expertise and leadership. If you take pride in providing exceptional client experiences and managing intricate banking functions, this role is for you.

About the Role

The Private Banker III manages advanced private banking responsibilities, supporting complex consumer, commercial, and treasury management accounts. You will serve as an escalation point for branch associates, troubleshoot issues, and provide high‑level service across in‑person, phone, and email interactions. This role develops long‑term client relationships, contributes to business development efforts, and supports onboarding, training, and operational deposit initiatives. Success in this role requires independence, adaptability, professionalism, and strong problem‑solving skills in a rapidly evolving environment.

What You’ll Do

• Handle complex new accounts, service requests, and deposit product needs including debit cards, online banking, and money movement.
• Act as an escalation point for commercial and treasury management‑related issues; take ownership of client concerns through resolution.
• Support operational deposit projects, associate onboarding, and training efforts.
• Build long‑term relationships with high‑level consumer, commercial, and treasury clients.
• Participate in sales efforts, including prospect calls, presentations, and new deposit development activities.
• Open new deposit accounts and ensure accurate onboarding for complex client relationships.
• Assist with treasury management implementation, daily support, and reviews of commercial client reporting, bonus rate approvals, ECR exceptions, and credit limit products.
• Support quarterly and annual audits, maintain compliance standards, and oversee physical security responsibilities when required.
• Provide teller coverage when needed, including cash handling and end‑of‑day processing.

What You Bring

• Bachelor’s degree in Business, Finance, or related field preferred (experience may offset).
• 5–7 years of client‑facing banking experience (required).
• Strong understanding of teller operations, deposit products, treasury management, and banking regulations.
• Exceptional written and verbal communication skills.
• Ability to multitask, stay organized, and operate independently with strong attention to detail.
• Experience serving high‑net‑worth clients with professionalism and discretion.
• Strong knowledge of First Western’s financial products, tax laws, policies, and regulatory requirements.
• Notary commission required within 90 days of hire.

What We Offer

• Competitive base salary: $63,000 - $81,700/YR, 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.

Region B Pay Range

Pay Range: $63,000 USD - $81,700 USD

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].