Senior Private Banker - Wealth & Treasury Expert

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

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health, dental, vision benefits

Paid time off

Professional development

Job summary

First Western Trust in Fort Collins, CO seeks a Private Banker III to manage advanced private banking duties for complex consumer, commercial, and treasury accounts. You will escalate issues, support onboarding, and foster long-term client relationships across in-person, phone, and email channels.

The role requires 5–7 years of client-facing banking experience, strong communication, and knowledge of regulatory requirements. Notary is required within 90 days.

Qualifications

• Bachelors 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.
• Notary commission required within 90 days of hire.

Responsibilities

• Handle complex client relationships and high-level banking requests.
• Serve as escalation point for branch associates and resolve issues.
• Support onboarding, training, and deposit initiatives.
• Develop long-term client relationships and business development.
• Open new deposit accounts and ensure accurate onboarding for complex clients.
• Assist with treasury management implementation and client reporting reviews.
• Support audits and maintain compliance standards.
• Provide teller coverage when needed and handle cash duties.

Skills

Client relationships

Banking operations

Treasury management

Regulatory compliance

Notary knowledge

Education

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

Job description

First Western Trust in Fort Collins, CO seeks a Private Banker III to manage advanced private banking duties for complex consumer, commercial, and treasury accounts. You will escalate issues, support onboarding, and foster long-term client relationships across in-person, phone, and email channels.

The role requires 5–7 years of client-facing banking experience, strong communication, and knowledge of regulatory requirements. Notary is required within 90 days.