Private Banker I

Private Banker I

Requirements

• 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
• Good written and verbal skills
• Understand and effectively communicate First Western’s financial products and services
• Maintain knowledge of tax laws, banking regulations, company policies and procedures
• Bachelor’s Degree in Business, Finance or related field; may be offset by additional years of banking experience (Preferred)
• 0-3 years of client-facing banking experience (Required)
• Notary certification within 90 days of hire (Required)

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 open new consumer deposit accounts, request bonus rate approval as needed, establish new products and services for existing clients, and complete client onboarding.
• 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 consumer products and services.

Preferred Qualifications

• Bachelor’s Degree in Business, Finance or related field; may be offset by additional years of banking experience (Preferred)