Private Banker II

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.

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.

Qualifications

• Not applicable

Skills

• Client relationship management
• Teller functions
• Deposit account management
• Banking regulations and compliance
• Microsoft Office Suite proficiency
• Communication and multitasking skills

Benefits

• Competitive base salary: $32.70 - $42.50/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.

Pay

Region E Pay Range: $32.70 - $42.50 USD

Schedule

Full-Time Non-Exempt