Private Banker III

First Western Financial, Inc.; Fort Collins (CO); On-site; USD 63,000 - 88,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health, dental, vision benefits

Paid time off

Professional development

Job summary

First Western Trust in Fort Collins, CO seeks a Private Banker III to manage advanced private banking duties for complex consumer, commercial, and treasury accounts. You will escalate issues, support onboarding, and foster long-term client relationships across in-person, phone, and email channels.

The role requires 5–7 years of client-facing banking experience, strong communication, and knowledge of regulatory requirements. Notary is required within 90 days.

Qualifications

• Bachelors 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.
• Notary commission required within 90 days of hire.

Responsibilities

• Handle complex client relationships and high-level banking requests.
• Serve as escalation point for branch associates and resolve issues.
• Support onboarding, training, and deposit initiatives.
• Develop long-term client relationships and business development.
• Open new deposit accounts and ensure accurate onboarding for complex clients.
• Assist with treasury management implementation and client reporting reviews.
• Support audits and maintain compliance standards.
• Provide teller coverage when needed and handle cash duties.

Skills

Client relationships

Banking operations

Treasury management

Regulatory compliance

Notary knowledge

Education

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

Job description

Private Banker III

Location: Fort Collins, CO

Job Type: Full-Time Exempt

Salary: $63,000 - $88,200/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 09/30/2026.

Who We're Looking For

You're an experienced banking professional who thrives in a fastpaced 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 detailoriented, proactive, and confident managing highlevel 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 highlevel service across inperson, phone, and email interactions. This role develops longterm 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 problemsolving 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 managementrelated issues; take ownership of client concerns through resolution.
• Support operational deposit projects, associate onboarding, and training efforts.
• Build longterm relationships with highlevel 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 endofday processing.

What You Bring

• Bachelor's degree in Business, Finance, or related field preferred (experience may offset).
• 5-7 years of clientfacing 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 highnetworth 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 - $88,200/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.

Learn more at myfw.com or email [e-mail].

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].