Private Client Banker I — Elevate Client Banking

First Western Trust; Jackson (AL); On-site; USD 38,000 - 47,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits

Paid time off & holidays

Training & development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust is seeking a Private Client Banker I to support consumer banking products and services with a strong focus on client experience. This in-office, full-time role requires 0-3 years of banking experience, a bachelor's degree, and notary certification within 90 days.

The position offers a competitive hourly base and opportunities for growth. You will handle teller tasks, online banking support, and client onboarding while maintaining compliance and delivering exceptional service.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field preferred (or equivalent banking experience).
• 0-3 years of client-facing banking experience required.
• Proficiency in Microsoft Office Suite.
• Detailed knowledge of teller functions, client services, new deposit accounts, banking regulations, and compliance.
• Notary public certification (required within 90 days of hire).
• Strong organizational skills, attention to detail, and a proactive, self-starting attitude.
• Excellent written and verbal communication skills.
• Ability to understand and clearly explain financial products and services.

Responsibilities

• Perform teller functions, including cash handling, deposits, account transactions, and end-of-day processing.
• Process transfers, loan payments, and wire transactions accurately and efficiently.
• Assist clients with daily service requests, including check orders, statement copies, debit card disputes, account maintenance, and other banking needs.
• Manage front desk and administrative responsibilities, including greeting clients, opening and closing the office, answering phone calls, ordering supplies, and supporting meeting preparation.
• Provide assistance with online banking services and digital banking tools.
• Open new consumer deposit accounts, obtain bonus rate approvals when required, establish new products and services for existing clients, and complete client onboarding activities.
• Build and maintain strong client relationships to ensure a high level of client satisfaction and service excellence.
• Collaborate with team members across multiple departments including Operations, Compliance, and Security, to support client needs and business objectives.
• Serve as a knowledgeable and proactive resource on First Western’s consumer banking products and services.
• Maintain current knowledge of bank products, services, policies, procedures, and regulatory requirements, ensuring compliance with all applicable laws and regulations.

Skills

Communication skills

MS Office

Organizational skills

Attention to detail

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office

Job description

First Western Trust is seeking a Private Client Banker I to support consumer banking products and services with a strong focus on client experience. This in-office, full-time role requires 0-3 years of banking experience, a bachelor's degree, and notary certification within 90 days.

The position offers a competitive hourly base and opportunities for growth. You will handle teller tasks, online banking support, and client onboarding while maintaining compliance and delivering exceptional service.