Senior Private Banker: Complex Banking & HNW Relationships

First Western; Colorado; On-site; USD 63,000 - 82,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health and wellness benefits

HSA & FSA

Medical, dental, and vision coverage

Training and professional development

Job summary

First Western is seeking a Private Banker III in Colorado to manage advanced private banking responsibilities across consumer, commercial, and treasury accounts. You will serve as an escalation point for branch staff, troubleshoot issues, and deliver high-level service by phone, email, and in person.

You’ll develop long-term client relationships, support onboarding and training, and drive operational deposit initiatives.

Qualifications

• Bachelor's degree preferred; 5–7 years client-facing banking experience.
• Strong knowledge of teller operations, deposit products, treasury management, and banking regulations.
• Excellent written and verbal communication skills.
• Ability to multitask, stay organized, and work independently with attention to detail.

Responsibilities

• Handle complex new accounts, service requests, and deposit product needs including debit cards, online banking, and money movement.
• Act as escalation point for commercial and treasury management issues; drive resolution with clients.
• Support onboarding, training, and strategic deposit initiatives.
• Build long-term relationships with high-level consumer, commercial, and treasury clients.
• Participate in sales activities including prospect calls and presentations for new deposits.
• Open new deposit accounts and ensure accurate onboarding for complex relationships.

Skills

Client-facing banking experience

Relationship management

Financial products knowledge

Notary commission

Education

Bachelor’s degree in Business/Finance

Job description

First Western is seeking a Private Banker III in Colorado to manage advanced private banking responsibilities across consumer, commercial, and treasury accounts. You will serve as an escalation point for branch staff, troubleshoot issues, and deliver high-level service by phone, email, and in person.

You’ll develop long-term client relationships, support onboarding and training, and drive operational deposit initiatives.