Pinedale Online

Private Banker 1
First Western Trust

Title:Private Banker 1
Description:First Western’s mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.

Job Responsibilities
- Performs teller functions including cash handling, deposits, and end of day processing.
- Performs transfers, loan payments, and wire transactions.
- Assists clients with day-to-day customer service requests including check orders, statement copies, debit card disputes, and general account maintenance requests.
- Manages front desk and daily administrative duties including greeting clients; opening and closing the office; answering phone calls; ordering office supplies; and preparing for meetings.
- Ensures client satisfaction through regular contact and maintenance of relationships.
- Maintains current knowledge of and complies with all applicable laws, regulations, policies, and procedures.

- 401(k) Plan with Match
- Access to Training and Professional Development Programs
- Flex Spending Accounts
- Health Savings Account
- Paid Time-Off + Bank Holidays

Location 145 E Pine Street, Pinedale, Wyoming
Company:First Western Trust
Post Date:7/13/2022
Close Date:Open Until Filled
Location:Pinedale, Wyoming
Contact:Heather Jaquez

Pinedale Online Job Board •

Pinedale Online! |
Pinedale Online! PO Box 2250, Pinedale, WY 82941
Phone: (307) 360-7689, Fax: (307) 36702864

Located in Office Outlet in Pinedale, 43 S. Sublette Ave.
Copyright © 2021 Pinedale Online. All rights reserved.