Careers

Join a world class private bank

Are You Great?

We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other.

Do You Have a Growth Mindset and a Desire to Learn?

Every role at Fortis is directly connected to our company strategy and can drive high impact. As a result, we’ve assembled top talent from a diverse set of industries, including hospitality, technology, consulting, and financial services. Our employees have joined us from best-in-class companies such as Microsoft, BCG, Symantec, Marriott, Norwegian Cruise Lines, Bank of America, US Bank, Wells Fargo, and Merrill Lynch. In joining Fortis Private Bank you will have the opportunity to both drive huge impact and partner with some of the incredible talent already on our team.

Growth Mindset

Open Positions

  • Commercial Credit Underwriter

    Department: Credit
    Location: Denver

    Summary

    The Commercial Credit Underwriter is a critical support role that interacts with underwriters, private banking teams, clients and others to ensure a best-in-class experience for our clients.  This role is a key member of the Fortis centralized credit team, and is responsible for supporting multiple Credit Officers.  Credit Underwriters are critically involved in the underwriting process and help to identify risk.

    Self-starters with the ability to manage multiple priorities will enjoy this fun, fast-paced environment.  Fortis offers tremendous opportunity to grow and further develop the abilities of our team members.

    Essential Responsibilities

    Credit Analysis:

    • Conduct financial analysis of borrower and guarantors including business and personal financial statements, tax returns and other documents  Develop global cash flow computations
    • Calculate performance ratios and analyze multi-year trends
    • Develop a thorough understanding of client cash flows and report on same, including identifying recurring and non-recurring sources
    • Research industry trends, data and risks
    • Perform analysis of loan collateral: accounts receivable, equipment, inventory, real estate and/or marketable securities
    • Identify questions / risks with each credit

    Underwriting:

    • Authoring high-quality credit narratives: specifically, summarizing the financial performance of businesses and individuals.  Identifying risks and describing the steps implemented to mitigate those risks

     Portfolio Monitoring:

    • Monitors existing credits for compliance with financial and reporting covenants
    • Tracks loan policy exceptions and loan file document exceptions

     Systems and Procedures:

    • Assist with development and updating of Underwriting Guide and Product Guides
    • Assist with documentation of department procedures
    • Help to improve process flow to improve turn times and maintain SLAs

    Minimum Qualifications

    • 2-3 years of relevant experience as a commercial credit underwriter
    • Prefer someone with a thorough knowledge of commercial analysis including C&I lending
    • Strong written and verbal communication skills required
    • Must be comfortable working with complex computer operating systems (nCino experience a plus)
    • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management
    • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management
    • Position involves contact with the public, necessitating the ability to present a professional image

    Reports to the Chief Credit Officer

     

    Apply Now
  • Loan Operations Specialist

    Department: Loan Operations
    Location: Denver

    Loan Operations Specialist

     

    Job Summary

    Fortis Private Bank is currently looking for a dynamic, resourceful, energetic person to preform a wide variety of challenging duties, including resolving complex issues and providing internal and external customer support with the highest degree of customer service.  This person will be responsible for taking ownership for internal and external client needs and the daily service and operational functions of the Loan Operations Department.

    Essential Functions and Responsibilities

    • Responsible for monitoring and maintaining the consumer and commercial loan servicing requests, including but not limited to responding to advance requests, payoff quotes, customer inquiries, billing, and filing maintenance
    • Review loan documents, interest rate adjustments and loan file maintenance for accuracy and perfect collateral documentation
    • Booking mortgage and commercial loans onto the Jack Henry core system
    • Mortgage loan servicing
    • Escrow payments and reconciliation with third-party vendor
    • Reconcile loan related general ledger accounts
    • Maintain all files associated with loan production including: collateral files, tickler files, technical exceptions, etc., and perform periodic quality control and review of said files
    • Other duties as assigned

     

     Minimum Qualifications

    • An eye for detail with a result-oriented attitude
    • Polished, professional appearance and the ability to work with high-net worth clients and all levels of the organization
    • Excellent comprehension of new processes and concepts; strong retention skills, problem solving skills and time management
    • A minimum of one (1) year experience in a Loan Operations Department and experience with Jack Henry preferred
    • Versatility, flexibility, and a willingness to work on constantly changing priorities with enthusiasm
    • Ability to organize and prioritize work and handle multiple tasks/projects simultaneously
    • Strong written and verbal communication skills
    • Excellent data entry and computer skills, including Microsoft Office products (Word, Excel) 
    • Ability to show initiative and take ownership of work
    • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management

    Reports to the AVP of Loan Operations

     

    Apply Now
  • Operations Specialist

    Department: Operations
    Location: Denver

    Summary:

    The Operations Specialist is responsible for performing duties in the Deposit Operations Department, as well as assisting the Operations Manager on various tasks and projects.  This role will be a bank-wide resource for operational questions or issues.

     

    Essential Responsibilities:

    • Assist in the wire transfer function, which includes reviewing wire transfer requests and executing the wire per the customer’s request
    • Maintain the wire tracking system to be used by the Accounting Department for reconciliation purposes
    • Assist with the Internet Banking program, including approving new customers or requests and changing passwords as needed
    • Manage the daily exception item processing to include NSF items, non post items, etc.
    • Balance the teller activity, researching any errors or discrepancies and providing solutions as appropriate
    • Conduct Quality Control and Review
    • Develop and maintain operational procedure for branch personnel
    • Reconcile deposit related general ledger accounts.
    • Work with the Operation Manager on various projects as assigned
    • Assist other staff members in completing assigned functions effectively
    • Conduct deposit account maintenance as required
    • Act as a back-up teller when needed (i.e. sick days, vacations, etc…)
    • Other Duties as assigned

    Minimum Qualifications:

    • Must have at least 1-2 years experience in bank operations or equivalent experience
    • Knowledge of deposit compliance and the Bank Secrecy Act
    • Knowledge of computer operating systems and computer hardware
    • Strong organizational time management skills. Strong problem solving skills. Strong ability to grasp concepts and processes.
    • Strong written and verbal communication skills.
    • Client service mindset
    • Team oriented; must have the ability to work cohesively with others
    • Versatility, flexibility, and a willingness to work with constantly changing priorities with enthusiasm
    • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management

     

    Apply Now
  • Senior Commercial Loan Officer

    Department: Credit
    Location: Denver

    Senior Commercial Credit Officer 

      

    Summary:

    The Sr. Commercial Credit Officer will manage a portfolio of commercial credits and work in conjunction with Private Banking teams to deliver outstanding solutions to our clients. This role is not required to source new business; instead this individual will focus on converting commercial loan opportunities generated by the private banking teams. Guiding and mentoring other Credit Officers will also be a key part of this position.

    This role is a key member of Fortis’ centralized credit team, and is responsible for supporting multiple Private Banking teams in structuring and underwriting new commercial loans, renewals of existing loans, managing a portfolio of commercial loan clients and ensuring credit quality and soundness at all times.

    This individual will report to the Chief Credit Officer and be given tremendous opportunity to grow and further develop their abilities. 

      

    Essential Responsibilities:

    Structuring, Underwriting and Closing of Loans

    •  Works with Private Bank teams to structure commercial credits based upon bank guidelines and client needs; negotiates loan terms and conditions with client in conjunction with Private Banking teams.
    •  Communicates final deal structure, pricing, terms and conditions to client and Private Banking team.
    •  A strong understanding of cash flow analysis, collateral evaluation, and financial analysis is needed.
    •  Responsible for identifying risks in proposed new transactions and introducing controls to mitigate risks.
    •  Responsible for the quality, integrity and soundness of all analysis, underwriting and credit approval process for assigned portfolio.
    •  Manages all assigned loans through the approval and closing processes, ensuring accuracy of approval documents and final loan documents. Works with Loan Operations, clients and attorneys to ensure timely and successful loan closings.

    Management of Credit Officers

    •  Will supervise a group of Credit Officers as the bank grows, including the review & goal setting process.
    •  Excellent opportunity to train/mentor others.
    •  This role will have an opportunity to directly impact products, policies and procedures.
    •  Will assist with the development of loan products and underwriting procedures. 

    Portfolio Management and Monitoring

    •  Manages a portfolio of commercial loan clients, working in partnership with Private Banking teams.
    •  Prepares detailed annual reviews of existing credits as designated.
    •  Provides an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank’s credit policy.
    •  Proactively manages credit risk and exposure for assigned portfolio, monitors collateral, initiates changes in risk ratings and manages any modifications of loan terms or covenants.

    Client Management

    •  Requires frequent client interaction, with client visits performed both independently and partnered with Private Banking teams.
    •  Continuously monitors portfolio and frequently visits clients to understand client’s business performance.
    •  Identifies early warning signs of changes in risk, credit quality.
    •  This role has no production or sales targets. However, a successful Commercial Credit Officer will identify opportunities to help our clients achieve their goals with other bank services and solutions.

      

    Minimum Qualifications:

    •  Bachelor’s degree in Finance or Accounting strongly preferred
    •  MBA or CFA strongly preferred
    •  7+ years of progressively responsible and relative experience as a credit/loan officer, loan underwriter, or lending relationship manager.
    •  Completion of a formal credit training program preferred.
    •  Thorough knowledge of financial statements and accounting standards.
    •  Strong familiarity with credit policies.
    •  Strong written and verbal communication skills required.
    •  Must be comfortable working with complex computer operating systems (nCino experience a plus).
    •  Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
    •  Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
    •  Position involves contact with the public, necessitating the ability to present a professional image.

    Reports to the Chief Credit Officer

     

    Apply Now
  • Systems Administrator / Business Analyst

    Department: Operations
    Location: Denver

    Systems Administrator / Business Analyst

     

    Job Summary:

    The Systems Administrator / Business Analyst will work cross-functionally with all business units providing support through administration and first level support of key systems and software, development and maintenance of business and enterprise level reports, as well as maintenance of functional and enterprise level scorecards inclusive of key financial, risk and performance metrics.  This person will also partner with business units on process workflow improvement, system documentation and training, and complex business, financial, and systems analysis.

    Essential Responsibilities:

    • Administration of several production systems including Salesforce, Encompass, NCino, Jack Henry, Cognos, and Pardot.  This will include first level support, system access provisioning and ongoing control, periodic upgrade support, and partnership with system owner on contract management (auto-renewal, current expiration, etc.)
    • Build, maintain, and analyze reports and dashboards to monitor key financials, risk and performance metrics, as well as sales and revenue centric tools.  This will require aggregation of data from multiple sources (ie. Cognos, Access, SQL, Salesforce, BI, etc.), assuring accuracy of data input as well as final output
    • Assist in the development and own the maintenance of business and enterprise level scorecards used to monitor and track key financial, risk and performance indicators
    • Assist with implementation and integration projects related to core financial systems, working with cross-functional teams to support testing, training, procedures and workflow documentation
    • Update and improve systems documentation including data mapping, workflows, processes, and integrations
    • Partner with Human Resources to develop training materials for supported production systems and  implement position specific training schedules
    • Partner with business users and act as a liaison between business and technical teams

     

    Minimum Qualifications:

    • Bachelor’s Degree Required, Masters Degree Preferred
    • 5+ years of experience in a Technology, Operations, or Project Management related position with a track record of successful execution
    • Exceptional communication and project management skills, including mastery of relevant tools (e.g. MS Project, Excel, Access, Visio, etc.)
    • Demonstrated quantitative analysis skills, with experience in taking raw data and drawing actionable insights from it
    • Proven experience leading small projects and supporting large projects, delivering against commitments and timelines
    • Prior experience interacting with business partners and collaboratively working together on timely execution of deliverables
    • Strong financial acumen is preferred
    • Hands-on experience in analyzing and documenting business requirements
    • Ability to work in a fast-paced environment, while adhering to strict deadlines
    • Excellent conceptual, analytical, written, and verbal communication skills

     

    Reports to the VP of Information Technology

     

    Apply Now
  • Teller

    Department: Branch - Lakewood
    Location: Lakewood

    Summary of Job:

    The Teller is responsible for providing high quality customer service by meeting the needs of customers in an efficient and friendly manner.

     

    Essential responsibilities:

    • Operate a teller cash drawer and process lobby transactions such as deposits and withdrawals, loan payments, wire transfers and other transactions
    • Maintain an advanced working knowledge of the complete line of products and services that Fortis offers
    • Maintain new and existing accounts by conduction maintenance transactions, closing accounts as well as maintaining customer’s internet banking relationship
    • Balance the cash vault and ordering/selling cash
    • Maintains customer confidence and protects bank operations by keeping information confidential
    • Work with the other departments on specialty projects
    • Other duties as assigned

     

    Minimum Qualifications:

    • 3-5 years experience in a cash-handling, customer service role. Preferably in a banking environment
    • Proven PC skills, highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
    • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
    • Strong problem solving skills with the ability to offer recommendations and/or solutions to client inquires/issues.
    • Ability to work independently as well as part of the team to ensure that the needs of the group are always met and that adequate assistant coverage is provided to the group
    • Ability to maintain a high level of professionalism

     

    Apply Now
  • Caring for the Fortis Team

    How We Care for the Fortis Team

    Our employees enjoy a wide range of benefits including

    • Health, dental, and vision insurance
    • Life, AD&D, and disability insurance
    • FSA
    • 401K
    • Paid time off
    • Paid sabbatical leave
    • Tuition reimbursement
    • Parking, transportation and cell phone allowance

    Last but absolutely not least you get all (10) bank holidays off, a workplace environment that’s more like a tech company (in-office Golf & Badminton anyone?), and incredible people to work with.

    Our Expectations

    We believe employees should be empowered to drive impact through clearly stated competencies:

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    Drive

    Strong personal results

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    Collaboration

    Supports others to help them deliver impact

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    Development & Initiative

    Learns from others inside and outside of the company

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    Proactive Thinking

    Thinks ahead, anticipates opportunities, and acts to find/implement solutions

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    Commitment

    Unwavering faith in our company’s ability to achieve

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    Attitude

    Positive outlook and attempts to turn any negative situation into a positive one

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    Flexibility

    Gladly wears many hats and adapts to change with a smile

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    Desire To Work

    Applies themselves to the best of their ability and works hard

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    Passion

    Displays true passion as part of the team, goes above and beyond to drive results

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    Accountability

    Doesn't require continuous checking up on progress

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    Values

    Lives and breathes the company principles

    I love the entrepreneurial spirit here, it’s not your typical stuffy bank.

    Crystal Quinn, Fortis Private Bank

    Quinn, Employee Testimonial

    Interested in career information? Call 720.616.4000

    Contact Us