Private Banking Associate I – On-Site in Jackson

First Western Financial, Inc.; Jackson (WY); Presencial; USD 58.000 - 71.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Generous PTO and holidays

Professional development

Certifications sponsorship

Descripción de la vacante

First Western Trust is seeking a Private Client Banker I in Jackson, WY. This role focuses on executing private banking and teller-related transactions for consumer accounts, delivering exceptional client experiences in-person, by email and by phone.

The position requires a proactive, service-focused professional who can manage multiple priorities and stay compliant with banking regulations. Notary certification is required within 90 days of hire.

Formación

• Bachelor's degree in Business, Finance, or related field preferred or equivalent banking experience.
• 0–3 years of client-facing banking experience.
• Notary public certification required within 90 days of hire.
• Proficiency in Microsoft Office Suite.

Responsabilidades

• Perform teller functions, including cash handling and account transactions.
• Process transfers, loan payments, and wire transactions.
• Assist clients with daily service requests and onboarding activities.
• Open new consumer deposit accounts and establish services for clients.
• Build and maintain client relationships and support branch operations.
• Collaborate with Operations, Compliance, and Security to meet client needs.

Conocimientos

MS Office

Client-facing

Attention to detail

Communication skills

Notary public certification

Educación

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

Descripción del empleo

First Western Trust is seeking a Private Client Banker I in Jackson, WY. This role focuses on executing private banking and teller-related transactions for consumer accounts, delivering exceptional client experiences in-person, by email and by phone.

The position requires a proactive, service-focused professional who can manage multiple priorities and stay compliant with banking regulations. Notary certification is required within 90 days of hire.