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

  • Client Service Associate

    Department: Operations
    Location: Denver


    The Client Service Associate/Welcome Ambassador is responsible for providing world class service to our exclusive high net worth clients, providing operational and administrative support and managing welcome desk responsibilities for our LoDo branch.



    Client Service: 

    •  Provide world class service with a friendly and professional demeanor, can-do attitude and willingness to help at all times, providing professional resolution of problems/issues.
    •  Perform opening and closing procedures.
    •  Maintain common areas of the LoDo branch which include but are not limited to stocking bar/kitchen areas and maintaining conference rooms.
    •  Welcome desk responsibilities for LoDo, including main telephone line, greet clients, offer/provide refreshments, distribution of mail.
    •  Maintain a teller drawer and workstation, perform teller transactions as needed.
    •  Process wire transfers as needed.

     Support Services: 

    •  Responsible for obtaining and executing all required documents to open new accounts.
    •  Provide ongoing support to bankers with relation to account servicing, maintenance and other client service requests e.g. stop payments, change of address.
    •  Close accounts.
    •  Provide support to deposit ops and treasury management as needed.
    •  Other duties as assigned.


    •  Develop a complete understanding of products and services provided by Fortis Private Bank.
    •  Develop a fundamental understanding of the banking industry.
    •  Follow all internal policies and procedures to ensure the bank is operating in a compliant manner.
    •  Work in a team environment requiring a positive demeanor and relationship with co-workers and management.


    Minimum Qualifications

    Essential Skills, Bodies of Knowledge and Abilities: 

    •  Strong service background in ultra client/customer centric environments.
    •  Professional demeanor with strong interpersonal and communication skills.
    •  Excellent computer skills.
    •  Strong organizational time management skills, problem solving skills and ability to grasp concepts and processes.  
    •  Ability to partner and influence.  
    •  Furthers the Fortis Private Bank culture and values.

     Products and Software: 

    •  Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel

     Education, Experience, Training, or Certifications/Licenses: 

    •  College education preferred.
    •  2+ years of high end service industry experience preferred but not required.


    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
  • Private Banking Associate

    Department: Private Banking
    Location: Denver


    Private Banking Associate


     The Private Banking Associate (PBA) supports the Private Banking teams with day to day responsibilities including business development, client service, and other sales activities.



             Business Development 

    • Enhance business development activities through creation of target client lists, mining of current CRM database, etc.

    • Schedule meetings between current/prospective clients and all commercial functions within Fortis (e.g., Private Banking, Mortgage)

    • Manage all CRM activities ensuring the highest data integrity

    • Prepare and distribute business development  materials (e.g., client presentations) to banking teams

    • Prepare and distribute cross-selling opportunity reports to the Private Banking team members


      Client Service

    • Provide the highest levels of service to Fortis Private Bank clients

    • Work with clients to gather and  prepare loan documentation for entry into various systems

    • Execute Fortis onboarding process for new clients 

    • Maintain master client review schedule ensuring clients receive regular communication and relationship updates

    • Prepare regular client review files for all Private Bank clients

    • Develop strong client relationships to strengthen relationship with the bank

    • Follow up with clients on any outstanding questions or deliverables in a timely manner

    • Answer all client communication in a professional and courteous manner



    • Develop a complete understanding of products and services provided by Fortis Private Bank

    • Develop a fundamental understanding of the banking industry

    • Follow all internal policies and procedures to ensure the bank is operating in a compliant manner

    • Work in a team environment requiring a positive demeanor and relationship with co-workers and management




      Essential Skills, Bodies of Knowledge and Abilities:

    • Strong interpersonal and communication skills

    • Strong public math capabilities

    • Excellent computer skills

    • Strong service background

    • Furthers the Fortis Private Bank culture and values.


      Products and Software:

    • Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel


      Education, Experience, Training, or Certifications/Licenses:

    • Required: 4 year education from an accredited university

    • Degree in Economics/Business/Finance preferred but not required

    • Minimum 2 years of business development and/or client service experience with an emphasis on building relationships and providing excellent service

    • Experience in the Financial Services industry preferred but not required



    Apply Now
  • Senior Commercial Loan Officer

    Department: Credit
    Location: Denver

    Senior Commercial Credit Officer 



    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
  • 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:


    Strong personal results


    Supports others to help them deliver impact

    Development & Initiative

    Learns from others inside and outside of the company

    Proactive Thinking

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


    Unwavering faith in our company’s ability to achieve


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


    Gladly wears many hats and adapts to change with a smile

    Desire To Work

    Applies themselves to the best of their ability and works hard


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


    Doesn't require continuous checking up on progress


    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