Private Banker II

First Western Trust · Boulder, CO · 4 days ago

On-siteFinance$27.89–$38.95/hrFull-time

Location: Boulder, CO (In-Office) | Full-Time Non-Exempt

About the Role

The Private Banker II supports the daily operations of the Profit Center (PC) by managing commercial and complex consumer deposit relationships, providing exceptional client service, and executing accurate, efficient transactions. You’ll oversee new accounts, onboarding, service resolution, and teller functions while supporting audits, operational initiatives, and security standards. You may provide guidance to Private Banker I team members and assist with business development.

Responsibilities

Build and deepen relationships with commercial and complex consumer clients, supporting new accounts, onboarding, service needs, and annual review activities.
Manage complex deposit requests and perform teller functions—including cash handling, money movement, and end-of-day processing—with accuracy and consistency.
Support PC operations through audits, security procedures, after-hours security contact duties, and participation in operational deposit initiatives.
Provide guidance to Private Banker I team members and collaborate with Operations, Compliance, Loan Operations, and Security to resolve client needs.
Participate in business development activities and maintain strong knowledge of bank products, services, regulations, and procedures to ensure compliance and exceptional client support.

Requirements

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

Pay

Competitive base salary: $27.89 - $38.95 per hour, plus strong bonus potential.

Benefits

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.

About Us

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.