Senior Private Banker – Complex Client Relationships

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

Benefits offered by this job

401(k) with employer match

Paid parking

Health and wellness benefits

Professional development opportunities

Job summary

First Western Trust in Fort Collins, CO is seeking a Private Banker III 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 via in-person, phone, and email interactions.

The role focuses on developing long-term client relationships, contributing to business development, onboarding, and ongoing training. Notary within 90 days is required.

Qualifications

• Bachelor’s degree preferred; experience may offset.
• 5–7 years of client-facing banking experience.
• Strong understanding of teller operations, deposits, treasury management, and banking regulations.
• Exceptional written and verbal communication.
• Ability to multitask and stay organized with 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 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

Client-facing banking

Strong communication

Attention to detail

Independent work

High-net-worth client service

Education

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

Job description

First Western Trust in Fort Collins, CO is seeking a Private Banker III 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 via in-person, phone, and email interactions.

The role focuses on developing long-term client relationships, contributing to business development, onboarding, and ongoing training. Notary within 90 days is required.