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Private Banker II
| Company | First Western Trust |
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| Location | Jackson, WY, USA |
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| Salary | $32.7 – $42.5 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Proficient with Microsoft Office Suite
- Detailed knowledge of teller functions, client services, new deposit accounts, treasury management, banking regulations, and compliance
- Exceptional written and verbal communications skills
- Detail-oriented, organized, and able to multitask; self-starter
- 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)
- 3-5 years of client-facing bank experience (Required)
- Notary commission within 90 days of hire (Required)
Responsibilities
- Develops relationships with commercial and more complex consumer clients.
- Conducts more complex requests related to new accounts, client onboarding, service issues, and deposit products and services involving debit cards, online banking, and money movement with minimal direction and guidance.
- Responsible for quarterly and annual audit of Profit Center location.
- May be asked to serve as primary contact for profit center’s physical security by training associates, adhering to security standards, providing internal communication of security changes, and acting as the after-hours contact for the security system.
- Supports operational deposit projects and initiatives for the location.
- 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.
- Opens new accounts and supports in the onboarding of commercial clients including approval for bonus rates as necessary.
- May assist in annual review completion for commercial clients.
- Successfully perform teller functions including cash handling, deposits, money movement, and end of day processing.
- May assist with the development of new business by participating in client and/or prospect calls and presentations.
Preferred Qualifications
- Bachelor’s Degree in Business, Finance, or related field; may be offset by additional years of banking experience (Preferred)
