New Job Senior Private Wealth Banker In Colorado

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker.

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

The Private Wealth Banker III is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are higher in visibility and more complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust and Insurance products to high net worth clients and businesses. Handles larger, more profitable customer relationships within the department. Provides subordinate officers with functional guidance.

We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.

Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

• You will use your business savvy to identify new prospects and develop new business.

• You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.

• You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.

• You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 5-7 years of directly related experience in credit/banking and/or 11-13 years of equivalent combination of education and experience.