First Western Financial, Inc Hiring for Private Banker II at Phoenix, AZ  Full Time

First Western is seeking an 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 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.
• Interact with team members from various departments; specifically bank operations, loan operations, compliance, and security.
• Maintains and develops knowledge bank products and services to appropriately support client needs. Complies with all applicable laws and regulations, policies, and procedures
• Know and comply with all Company policies set forth on the Company’s Intranet;
• Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;
• Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;
• Complete all assigned training on time
• Embrace and adhere to First Western’s Core Values
• Other duties as assigned

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.
• Maintain knowledge of tax laws, banking regulations, company policies and procedures

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: $25.09 – $35.04/Hourly

*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 [email protected]

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.

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