Customer Service Representative

We are First Western Trust. 

 

Individually, we are entrepreneurs, advisors, art collectors, and more. Together, we are a team with a mission to be the best. We find ways to share and celebrate excellent work; we are prepared to go above and beyond to do what's right; we work with purpose; we create new solutions that allow us to deliver better value; we expect and invite honesty from others; and we seek to understand before being understood.

 

This is who we are, how we work, what we believe, and what we expect.

Want to join a talented, creative group of professionals? We are currently seeking a client service-oriented Private Banker to work in our beautiful offices in downtown Aspen.

First Western’s Private Banker is our in-house banking expert; they are responsible for operating all aspects of the bank's private banking platform including: operating the teller drawer, initiating wires, advising on which products and services best suit the needs of our clients, and responding to inquiries all while maintaining exemplary client service. They maintain close and lasting relationships with the bank’s most valued high net-worth customers. If you are a customer service oriented, friendly, motivated banking professional, apply today and see how we connect.   

 

Job Responsibilities:

  • Serve as a proactive, knowledgeable resource for First Western’s products and services.
  • Manage front desk and daily administrative duties including greeting clients, opening and closing the office, answering phone calls and helping prepare for meetings.
  • Provide sales support for senior bankers.
  • Perform teller functions including cash handling, deposits and maintenance on client accounts.
  • Open new deposit accounts.
  • Connect with team members across multiple departments, specifically, deposit operations, loan operations, compliance and security.
  • Perform ACH and wire transactions.
  • Enroll and assist clients with online banking.

 

Technical Requirements:

  • 1-3 years Financial Services experience
  • Experience using CRM preferred 
  • Strong understanding of teller functions, deposit accounts, treasury management, banking regulations and compliance

Interpersonal Requirements:

  • Proven record of sound decision making
  • Strong ability to work as a part of a team
  • Exceptional customer service skills

Looking 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:

- 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 Holidays

Interested in learning more and seeing how we connect? Visit us today at: http://myfw.com/our-people/our-careers/

Questions? Contact us at [email protected]

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran


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