Private Banker II

Private Banker II

Location: Fort Collins, CO (In-Office)

Job Type: Full-Time Non-Exempt

Salary: $25.10 - $32.46/HR     *Actual offer will be based on experience, location, education, and/or skills*

 

Applications should be submitted for consideration no later 10/31/2026.

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Who We’re Looking For

You’re a client-focused banking professional with strong experience in servicing commercial and complex consumer deposit relationships. You thrive in a dynamic environment where accuracy, multitasking, and proactive service define success. You’re confident navigating evolving products, processes, and technology while delivering a high-touch experience. If you’re someone who brings professionalism, initiative, and steady execution to every client interaction, this role is for you.

 

About the Role

Responsible for executing private banking activities related to commercial and complex consumer deposit accounts, as well as associated products and services. Delivers exceptional client service through in-person interactions, email, and phone communications while ensuring transactions are processed accurately, efficiently, and in accordance with established procedures. This position is predominantly service-oriented, with responsibilities allocated as 75% service and 25% sales. 

This role requires a proactive, self-motivated professional who thrives in a fast-paced, dynamic environment. Success depends on the ability to effectively manage multiple priorities, exercise sound judgment, work independently, and adapt to evolving products, services, procedures, and business processes.

 

 What You’ll Do

• Builds and maintains strong relationships with consumer and commercial banking clients. Enhances the client experience and drives satisfaction by consistently adhering to client segment standards, fostering client engagement, and supporting organic growth opportunities.
• Opens new consumer and commercial deposit accounts, obtain bonus rate approvals when required, establish new products and services for existing clients, and complete client onboarding activities.
• Independently manages complex client requests related to new account opening, client onboarding, service resolution, and deposit products and services, including debit cards, online banking, and money movement transactions.
• Performs quarterly and annual operational audits for the Profit Center location. May serve as the primary contact for branch physical security, including training associates, ensuring compliance with security protocols, communicating security updates, and acting as the after-hours contact for security system matters.
• Successfully perform teller functions including cash handling, deposits, money movement, and end of day processing.
• Supports operational deposit projects and initiatives for the location.
• Collaborate with team members across multiple departments including Operations, Compliance, and Security, to support client needs and business objectives.
• Maintain current knowledge of bank products, services, policies, procedures, and regulatory requirements, ensuring compliance with all applicable laws and regulations.
• May oversee and direct work of Private Banker I team members as directed by Banking Manager; may assist with Private Banker onboarding, training, and development.
• May assist with the development of new business by participating in client and/or prospect calls and presentations.

 

What You Bring

• Bachelor’s degree in Business, Finance, or related field preferred; equivalent banking experience may be considered.
• 3–5 years of client-facing banking experience.
• Strong knowledge of teller functions, client services, deposit accounts, treasury products, banking regulations, and compliance.
• Proficiency in Microsoft Office Suite.
• Excellent written and verbal communication skills; able to multitask and operate independently in a fast-paced environment.
• Ability to effectively communicate First Western’s products and services and maintain up-to-date knowledge of relevant regulations, tax considerations, and internal policies.
• Notary commission required within 90 days of hire.

 

What We Offer

• Competitive base salary: $25.10 - $32.46/HR, plus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits, including:
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical, dental, and vision coverage
    
    
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration, continuous improvement, and shared success.

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Who We Are

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.