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Private Banker II

2 months ago

Denver, Colorado, United States First Western Full time
About the Role

We are seeking a highly skilled Private Banker II to join our team at First Western. As a Private Banker II, you will play a vital role in helping high-net-worth clients achieve their financial goals.

Key Responsibilities
  • Develop and Maintain Client Relationships: Develop relationships with commercial and more complex consumer clients, improving the client experience and ensuring satisfaction by adhering to client segment standards.
  • Client Onboarding and Service: Conduct more complex requests related to new accounts, client onboarding, service issues, and deposit products and services involving debit cards, online banking, and money movement.
  • Profit Center Management: Responsible for quarterly and annual audit of Profit Center location, and may be asked to serve as primary contact for profit center's physical security.
  • Operational Support: Supports operational deposit projects and initiatives for the location.
  • Team Leadership: May oversee and direct work of Private Banker I team members as directed by Banking Manager, and may assist with Private Banker onboarding, training, and development.
  • Teller Functions: Successfully perform teller functions including cash handling, deposits, money movement, and end of day processing.
  • New Business Development: May assist with the development of new business by participating in client and/or prospect calls and presentations.
  • Interdepartmental Collaboration: Interact with team members from various departments, including bank operations, loan operations, compliance, and security.
  • Product Knowledge: Maintain and develop knowledge of bank products and services to appropriately support client needs.
Requirements
  • Proficiency in Microsoft Office Suite
  • Detailed Knowledge of Banking Regulations and Compliance
  • Exceptional Written and Verbal Communication Skills
  • Detail-Oriented and Organized
  • Ability to Multitask and Self-Starter
  • Knowledge of Tax Laws and Company Policies
What We Offer
  • Competitive Compensation Package
  • Comprehensive Benefits Program
  • Ongoing Training and Development
  • Strong Bonus Potential
  • 401(k) Plan with Match
  • Paid Parking/Transportation Benefits
  • Access to Training & Professional Development Programs
  • Sponsorship for Obtaining Professional Certifications
  • Flex Spending Accounts
  • Health Savings Account
  • Health & Wellness Benefits
  • Paid Time-Off+ Bank Holidays