Private Banker jobs in Grand Junction, CO

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Private Banker II
  • First Western Financial, Inc.
  • Aspen, CO FULL_TIME
  • First Western is seeking a Private Banker II to join our team!

    Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

    As a Private Banker II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Aspen Banking team to deliver comprehensive solutions that exceed client expectations.

    If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

    What You Will Do:

    • Develops relationships with commercial and more complex consumer clients. Improves the client experience and ensures satisfaction by adhering to client segment standards, creating engaged clients and facilitating organic growth.
    • 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.

    What You Bring:

    • 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.

    Education Level Education Details Required/Preferred
    Bachelor's Degree, Business, Finance, or related field; may be offset by additional years of banking experience. Preferred

    Experience Level Experience Details Required/Preferred
    3-5 years, Client-facing bank experience Required

    License/Certification Details Time Frame Required/Preferred
    Notary commission Within 90 days of hire Required

    What You Receive:

    At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

    Pay Range: $32.70 - $42.50/YR

    Job Classification: Full-Time, Non-Exempt

    *Actual offer will be based on experience, location, education, and/or skills*

    - 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
    - Health & Wellness Benefits
    - Paid Time-Off Bank Holidays

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

    Questions? Contact us at Talent.Management@myfw.com

    First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

    Pay Range
    $32.70-$42.50 USD

    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

     

  • 1 Month Ago

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Private Client Banker II - Boulder DT - Boulder, CO - NORTHERN CO
  • JPMC Candidate Experience page
  • Boulder, CO FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 22 Days Ago

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Private Client Banker II - Boulder DT - Boulder, CO - NORTHERN CO
  • JPMorgan Chase
  • Boulder, CO FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 23 Days Ago

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Houseman
  • Private Residence
  • Snowmass Village, CO FULL_TIME
  • Server / Houseman Server needed 5 days per week (40 hours) in a private home in Snowmass. $45 / hour. Experience Level : Some experience required We are an Equal Opportunity Employer and Prohibit Disc...
  • 1 Month Ago

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Real Estate Agent
  • Coldwell Banker Distinctive Properties
  • Vail, CO FULL_TIME
  • Are you ready to take your real estate career to the next level? Coldwell Banker Distinctive Properties is an industry-leading real estate brokerage with over 500 sales associates and staff serving Id...
  • 19 Days Ago

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Hoa Accounting Admin
  • Coldwell Banker Distinctive Properties
  • Grand Junction, CO FULL_TIME
  • Do you love digging into data, organizing, and problem-solving? We want to hear from you! We’re looking for a motivated, detail-oriented HOA Accounting Admin to help keep our financial information in ...
  • 24 Days Ago

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0 Private Banker jobs found in Grand Junction, CO area

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Occupational Therapist Assistant Home Health Per Diem
  • CenterWell Home Health
  • Grand Junction, CO
  • Become a part of our caring community and help us put health first As a Home Health Occupational Therapist Assistant, yo...
  • 3/28/2024 12:00:00 AM

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Software Implementation & Support Technician
  • Leitner-Poma of America Inc.
  • Grand Junction, CO
  • Job Type Full-time Description JOB SUMMARY Leitner-Poma of America, Inc. is seeking a passionate, personable Software Im...
  • 3/28/2024 12:00:00 AM

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Detailer
  • Ed Morse Automotive
  • Grand Junction, CO
  • Accelerate your career with Ed Morse Automotive Group! With 75+ years of industry experience, we provide excellent servi...
  • 3/28/2024 12:00:00 AM

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Material Handler I
  • Leitner-Poma of America Inc.
  • Grand Junction, CO
  • Job Type Full-time Description JOB SUMMARY Leitner-Poma of America, Inc. is seeking a driven, detail oriented Material H...
  • 3/28/2024 12:00:00 AM

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Contracted Direct Care Worker
  • Mosaic
  • Grand Junction, CO
  • Are you ready to launch a career in healthcare as a provider on your own terms? Mosaic has the structure and support to ...
  • 3/28/2024 12:00:00 AM

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Pilot Fixed Wing-Grand Junction
  • Air Methods
  • Grand Junction, CO
  • Overview: PC-12 and BE-200 $20,000 HTF 110% ACCRA $15,000.00 Sign-On Off-Duty Housing Provided Job Summary Responsible t...
  • 3/27/2024 12:00:00 AM

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Wealth Management Advisor - Grand Junction
  • U.S. Bank
  • Grand Junction, CO
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 3/26/2024 12:00:00 AM

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Mechanical Engineer IV
  • Leitner-Poma of America Inc.
  • Grand Junction, CO
  • Job Type Full-time Description JOB SUMMARY The Mechanical Engineer IV will be responsible for coordinating high level st...
  • 3/26/2024 12:00:00 AM

Grand Junction is a home rule municipality that is the county seat and the most populous municipality of Mesa County, Colorado, United States. The city has a council–manager form of government, and is the most populous municipality in all of western Colorado. Grand Junction is 247 miles (398 km) west-southwest of the Colorado State Capitol in Denver. As of the 2010 census, the city's population was 58,566. Grand Junction is the 15th most populous city in the state of Colorado and the most populous city on the Colorado Western Slope. It is a major commercial and transportation hub within the la...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$74,807 to $109,975
Grand Junction, Colorado area prices
were up 2.3% from a year ago

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