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Private Banker I

Company: First Western
Location: Vail
Posted on: January 27, 2023

Job Description:

Job DescriptionAbout First Western Trust.First Western's mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California. Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.You can find us trading on the NASDAQ Global Select Market under the symbol 'MYFW.'Your Potential at First Western TrustAre you looking for a career in Profit Center? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing financial data and providing value through recommendations? Do you want to be part of a culture of growth? Great! If you are ready to join a growing team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.Pay Range: $21.15 - $24.27 hourly, based on experienceFull Range: $21.15 - $27.40 hourly, based on experienceClassification: Full-time, Non-exempt Application Close Date: Open until filledJob Responsibilities:

  • Performs teller functions including cash handling, deposits, and end of day processing.
  • Performs transfers, loan payments, and wire transactions.
  • Assists clients with day to day customer service requests including check orders, copies of statements, debit card disputes, and general account maintenance requests.
  • Manage front desk and daily administrative duties including greeting clients, opening and closing the office, answering phone calls, ordering office supplies, and helping prepare for meetings.
  • Enroll and assist clients with online banking.
  • May opens new deposit accounts and establishes new products and services for existing clients.
  • Ensures client satisfaction through contact and maintenance of the relationship.
  • Connect with team members across multiple departments, specifically, deposit operations, compliance, and security.
  • Serve as a proactive, knowledgeable resource for First Western's products and services.
  • Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures.
  • Know and comply with all Company policies set forth on the Company's Intranet;
  • Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;
  • Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;
  • Complete all assigned training on time.
  • Embrace and adhere to First Western's Core Values
  • Other duties as assigned.Required Skills & Experience:
    • Proficient with Microsoft Office Suite
    • Detailed knowledge of teller functions, client services, new deposit accounts, banking regulations and compliance
    • Detail-oriented, organized, and able to multi-task
    • Self-starter
    • Understand and effectively communicate First Western's financial products and services.
    • Maintain knowledge of tax laws, banking regulations, company policies and proceduresEducation Level Education Details Required/PreferredBachelor's Degree, Business, Finance or related field; may be offset by additional years of banking experience, PreferredExperience Level Experience Details Required/Preferred1-3 years, Client-facing banking experience RequiredLicense/Certification Details Time Frame Required/PreferredNotary Within 90 days of hire, RequiredLooking to take your career to the next level? First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:- 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- Paid Time-Off + Bank HolidaysReady to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.Interested in learning more and seeing how we connect? Visit us today at: Western will accommodate applicants with disabilities who need help applying for a position. Contact for assistance.First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / Jobble

Keywords: First Western, Vail , Private Banker I, Other , Vail, Colorado

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