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Join a top financial services company in Denver.

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 Analyst

    Department: Credit
    Location: LODO

    Summary

    The Commercial Credit Analyst 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 (underwriters).  Credit Analysts 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

    • 3-5 years of relevant experience as a commercial credit analyst.
    • 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 Senior Credit Officer

     

    Apply Now
  • Commercial Credit Officer

    Department: Credit
    Location: LODO

     

    Commercial Credit Officer

     

    Summary:

    The 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. The Commercial Credit Officer is not required to source new business opportunities, instead this individual will focus on converting commercial loan opportunities generated by the private banking teams. 

    This role is a 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 Sr. Commercial 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 clients andclient in conjunction with Private BankBanking teams.
    •  Communicates final deal structure, pricing, terms and conditions to client and Private Banking team.
    •  Strong understanding of cash flow analysis, collateral evaluation, and financial analysis.
    •  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.

    Portfolio Management and Monitoring

    •  Conducts monthly, quarterly, or annual reviews of loan covenants and financial data for all loans in assigned portfolio.
    •  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.
    •  Keeps loan files up to date, working with clients to obtain most recent financial documentation. Ensures that loan files are complete, with all ongoing required documentation in file.

    Client Management

    •  Manages a portfolio of commercial loan clients, working in partnership with Private Banking teams.
    •  Requires frequent client interaction, with client visits performed both independently and partnered with Private Banking teams.
    •  Interacts in person and by telephone or email with existing and potential clients to understand needs and present solutions.
    •  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 Business AdministrationAccounting strongly preferred
    •  MBA or CFA strongly preferred
    •  3-5+ years of progressively responsible and relative experience as a credit/loan officer, loan workout officer,underwriter, or lending relationship manager or team leader.
    •  CompletetionCompetition 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.

      

     

    Apply Now
  • Sr. Commercial Credit Officer

    Department: Credit
    Location: LODO

    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
  • Loan Operations Specialist

    Department: Loan Operations
    Location: LODO

    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
  • Client Service Associate

    Department: Operations
    Location: LODO

    Summary

    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.

     

    Responsibilities

    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.

     Other: 

    •  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
  • Private Banking Associate

    Department: Private Banking Teams
    Location: LODO

      

    Private Banking Associate

    Summary

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

    Responsibilities:

             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

       

      Other

    • 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

       

      Qualifications:

       

      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
  • 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:

    h
    Drive

    Strong personal results

    h
    Collaboration

    Supports others to help them deliver impact

    h
    Development & Initiative

    Learns from others inside and outside of the company

    h
    Proactive Thinking

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

    h
    Commitment

    Unwavering faith in our company’s ability to achieve

    h
    Attitude

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

    h
    Flexibility

    Gladly wears many hats and adapts to change with a smile

    h
    Desire To Work

    Applies themselves to the best of their ability and works hard

    h
    Passion

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

    h
    Accountability

    Doesn't require continuous checking up on progress

    h
    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