Private Banker jobs in Idaho Falls, ID

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 I
  • First Western Financial, Inc.
  • Jackson, WY FULL_TIME
  • First Western is seeking an Private Banker I 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 I 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 Jackson Hole 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:

    • 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, copies of statements, debit card disputes, and general account maintenance requests.
    • Manage front desk and daily administrative duties including greeting clients, opening and closing the office, answering phone calls, ordering office supplies, and helping prepare for meetings.
    • Enroll and assist clients with online banking.
    • May open new consumer deposit accounts, request bonus rate approval as needed, establish new products and services for existing clients, and complete client onboarding.
    • Ensures client satisfaction through contact and maintenance of the relationship.
    • Connect with team members across multiple departments, specifically, deposit operations, compliance, and security.
    • Serve as a proactive, knowledgeable resource for First Western's consumer products and services.

    What You Bring:

    • Proficient with Microsoft Office Suite.
    • Detailed knowledge of teller functions, client services, new deposit accounts, banking regulations and compliance.
    • Detail-oriented, organized, and able to multi-task; self-starter.
    • Good written and verbal skills.
    • 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
    0-3 years Client-facing banking experience Required

    License/Certification Details Time Frame Required/Preferred
    Notary 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: $23.08 - $30.29/HR

    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.

    Region A Pay Range

    Pay Range
    $23.08-$30.29 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 Day Ago

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Personal Banker
  • DL Evans Bank
  • Rexburg, ID FULL_TIME
  • Job Description The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member o...
  • 2 Days Ago

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Personal banker
  • First Bank of Wyoming
  • Afton, WY FULL_TIME
  • About The Role Position Purpose The Personal Banker role is essential for establishing new and increasing existing customer account relationships through sales, cross-selling and referrals of retail, ...
  • 4 Days Ago

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Universal Banker
  • Bank of Idaho
  • Island Park, ID FULL_TIME
  • DescriptionPOSITION DESCRIPTION This position will rove between the Ashton and Island Park Branches based on business needs. Universal Banker is responsible for providing prompt, courteous, friendly s...
  • 23 Days Ago

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PWM Private Wealth Advisor
  • U.S. Bank National Association
  • Jackson, WY FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 14 Days Ago

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Branch Relationship Banker (Personal Banker) - Blackfoot, ID
  • Zions First National Bank
  • Blackfoot, ID FULL_TIME
  • Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking,...
  • 1 Month Ago

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0 Private Banker jobs found in Idaho Falls, ID area

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Caregiver
  • HCAOA
  • Idaho Falls, ID
  • Working as a caregiver is a rewarding position that allows you to help and support those with special needs daily living...
  • 4/19/2024 12:00:00 AM

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Nurse Residency Supervisor/Quality Assurance Specialist
  • MOUNTAIN VIEW HOSPITAL LLC
  • Idaho Falls, ID
  • Job Details Level Experienced Job Location Education - Idaho Falls, ID Remote Type N/A Position Type Full Time Education...
  • 4/19/2024 12:00:00 AM

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Certified Nursing Assistant (CNA)
  • Nuclear Care Partners
  • Idaho Falls, ID
  • Overview: Certified Nursing Assistant (CNA) Idaho Falls COMPENSATION: This position comes with a very competitive pay pl...
  • 4/19/2024 12:00:00 AM

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Welder / Fabricator (Entry Level)
  • American Fabrication, Inc.
  • Idaho Falls, ID
  • Job Description American Fabrication is an Employee-Owned company and has openings for new team members! We are currentl...
  • 4/19/2024 12:00:00 AM

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Warehouse/Driver - Idaho Falls
  • GEARY PACIFIC CORPORATION
  • Idaho Falls, ID
  • Job Details Job Location 19 Idaho Falls - Idaho Falls, ID Position Type Full Time Job Shift Day Description You will be ...
  • 4/19/2024 12:00:00 AM

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Sales Manager - Remote
  • InsuraTec Services Group
  • Idaho Falls, ID
  • Sales Manager - Remote Location: Remote Experience Level: Entry-Level Join our team as a Remote Sales Manager and become...
  • 4/19/2024 12:00:00 AM

I
TeleSales Representative - Remote
  • InsuraTec Services Group
  • Idaho Falls, ID
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/19/2024 12:00:00 AM

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Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Idaho Falls, ID
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 4/17/2024 12:00:00 AM

Idaho Falls is the county seat of Bonneville County, Idaho, United States, and the state's largest city outside the Boise metropolitan area. As of the 2010 census, the population of Idaho Falls was 56,813 (2016 estimate: 60,211), with a metro population of 133,265. Idaho Falls serves as the commercial, cultural, and healthcare hub for eastern Idaho, as well as parts of western Wyoming and southern Montana. It is served by the Idaho Falls Regional Airport and is home to the College of Eastern Idaho, Museum of Idaho, and the Idaho Falls Chukars minor league baseball team. It is the principal c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$66,430 to $97,657
Idaho Falls, Idaho area prices
were up 2.5% from a year ago

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