Senior Private Banker – Complex Wealth & Treasury

First Western Trust; Fort Collins (CO); On-site; USD 63,000 - 82,000; Full time

Benefits offered by this job

401(k) with employer match

Parking and transportation benefits

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Paid time off and bank holidays

Training and professional development

Certifications sponsorship

Collaborative culture

Job summary

First Western Trust’s Private Banker III role in Fort Collins oversees advanced private banking for complex consumer, commercial, and treasury accounts. You’ll serve as an escalation point, troubleshoot issues, and provide high-level service across in-person, phone, and email interactions.

The role emphasizes building long-term client relationships and supporting onboarding and deposits. The position requires independence, adaptability, professionalism, and strong problem-solving in a fast-paced

Qualifications

• Bachelor’s degree in Business, Finance, or related field 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.
• Ability to multitask, stay organized, and operate independently with strong 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 required 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

Relationship management

Communication skills

Multitasking

Attention to detail

Discretion with clients

Banking regulations

Education

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

Job description

First Western Trust’s Private Banker III role in Fort Collins oversees advanced private banking for complex consumer, commercial, and treasury accounts. You’ll serve as an escalation point, troubleshoot issues, and provide high-level service across in-person, phone, and email interactions.

The role emphasizes building long-term client relationships and supporting onboarding and deposits. The position requires independence, adaptability, professionalism, and strong problem-solving in a fast-paced