Private Banker

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, high producing group of professionals?  First Western is looking for a Private Banker to provide outstanding customer service in-person and on the phone, and accurately complete transactions for clients from our Jackson, Wyoming location.

Highlighted Responsibilities:

  • Individual annual sales goal component to be assigned in conjunction with the annual office sales goals
  • 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
  • Serve as a proactive, knowledgeable resource for First Western’s products and services
  • Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures
  • Other duties as assigned

Requirements:

  • Bachelor’s Degree in Business, Finance or other related field preferred  
  • 2–4 years of client-facing banking experience
  • Proficient in Microsoft Office

Required Interpersonal Skills:

  • Detailed knowledge of teller functions, client services, new deposit accounts, banking regulations and compliance; detail-oriented, organized and able to multi-task
  • Outstanding customer service and follow-through; ability to work effectively with internal and external contacts

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:

- Strong 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: https://myfw.com/ourcareers/

Questions? Contact us at HumanCapital@myfw.com

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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