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

  • Analyst, 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.  Commercial Credit Underwriters are critically involved in the underwriting process and help to identify risk.

    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 Chief Credit Officer

     

    Apply Now
  • Client Service Associate

    Department: Branch - LODO
    Location: Denver

    Client Service Associate


    Summary 

    The Client Service Associate 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 Bank 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 and greeting clients
    • 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 and close accounts
    • Provide ongoing support to bankers with relation to account servicing, maintenance and other client service requests
    • Provide support to Treasury Management and Deposit Operations Departments 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 

    • High School Diploma or equivalent required
    • Bachelor's Degree preferred
    • 2+ years of high-end service industry experience preferred but not required
    • Strong service background in client/customer centric environments
    • Professional demeanor with strong interpersonal and communication skills
    • Excellent computer skills, including a strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel
    • Strong organizational time management and problem solving skills, with a demonstrated ability to grasp new concepts and processes
    • Furthers the Fortis Private Bank culture and values

     

    Apply Now
  • Community Reinvestment Act (CRA) Mortgage Banker

    Department: Private Banking
    Location: Lakewood

    Community Reinvestment Act (CRA) Private Mortgage Banker Job Description

    Summary

    The Community Reinvestment Act (CRA) Private Mortgage Banker (PMB) is responsible for soliciting mortgage loans in support of community development initiatives designed to assist low and moderate income communities and families.

    Responsibilities

    • Partner with government sponsored entities and (private) not-for-profit housing agencies supporting low-to-moderate income housing interests and initiatives in the Greater Denver Area
    • Become involved in community/ outreach programs and work together with local housing agencies and non-profits, grant providers, etc.
    • Maintain a documented system of residential lending policies and procedures
    • Grow the sales of the residential lending department and achieve the department's goals and objectives
    • Ensure that loans close early or on time, while meeting or exceeding compliance and investor standards
    • Learn loan guidelines, policies and procedures to ensure operational excellence
    • Maintain 95% post closing customer satisfaction scores
    • Maintain a system of controls over loan transactions
    • Daily review daily production and establish application, funding, DDA, and AUM goals with the EVP of Private Banking and Residential Lending
    • Issue timely and complete monthly market reports and weekly sales tracking
    • Coordinate the provision of information to external auditors for the annual audit, ensuring all audits are passed
    • Monitor and audit loan files to ensure compliance and create reports to proactively manage pipeline and ensure compliance
    • Comply with local, state, and federal government regulations and laws

    Minimum Qualifications

    • Sales/client experience, preferably within Mortgage Loan Origination
    • Strong understanding of banking, mortgage and lending products
    • Experience in understanding the financial needs of all types of clients
    • Excellent business development and marketing skills
    • Ability to meet deadlines and manage expectations
    • Local market knowledge

     Reports to the Managing Director, Private Mortgage Banking Sales Manager

     

    Apply Now
  • Private Banking Associate - Salt Lake City, UT

    Department: Private Banking
    Location: Salt Lake City

    Private Banking Associate 

    Salt Lake City, UT

     

    The Private Banking Associate (PBA) will support the Salt Lake City Private Banking and Private Mortgage Banking teams' 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 the current CRM database, etc.
    • Schedule meetings with current/prospective clients and the relevant business functions within Fortis
    • Manage all CRM activities ensuring the highest data integrity
    • Prepare and distribute business development  materials and cross-selling opportunity reports to the Private Banking team members           

    Client Service 

    • Provide the highest level of client service to Fortis Private Bank clients, while developing strong relationships
    • Work with clients to gather and  prepare 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 Fortis Private Bank clients
    • Answer all client communication professionally and courteously,  following up with clients on any outstanding questions or deliverables in a timely manner                 

    Other

    • Develop a fundamental understanding of the banking industry, including a complete understanding of products and services provided by Fortis Private Bank
    • Follow all internal policies and procedures to ensure the Bank is operating in a compliant manner
    • Work in a collaborative team environment with Private Bankers, Private Mortgage Bankers and relevant management

     

    Minimum Qualifications  

    • Bachelor's Degree from an accredited university required; degree in Economics,  Business and/or Finance strongly preferred
    • Minimum of two (2) years of business development and/or client service experience with an emphasis on building relationships and providing excellent client service
    • Experience in the Financial Services industry preferred
    • Strong interpersonal and communication skills
    • Excellent computer skills
    • Relevant background in client and customer service
    • High level of working knowledge of Microsoft Office Suite products

     

    Apply Now
  • Private Mortgage Banker

    Department: Private Banking
    Location: Denver

    Private Mortgage Banker Job Description

     

    Summary

    The Private Mortgage Banker (PMB) is responsible for the residential lending activities of the bank.  This individual is responsible for producing high quality residential mortgage loans by building relationships focused on high net worth borrowers.

    Responsibilities

    Management

    • Maintain a documented system of residential lending policies and procedures
    • Grow the sales of the residential lending department and achieve the department's goals and objectives
    • Manage and generate joint venture relationships, including monthly reporting meetings with partners
    • Ensure that loans meet or exceed compliance and investor standards
    • Learn loan guidelines, policies and procedures to ensure operational excellence
    • Ensure minimum production standards are being met

    Transactions

    • Ensure that loans close on time or early
    • Maintain 95% post closing customer satisfaction scores
    • Maintain a system of controls over loan transactions

    Reporting

    • Daily review daily production and establish application, funding, DDA, and AUM goals with the EVP of Private Banking and Residential Lending
    • Issue timely and complete monthly market reports
    • Provide weekly sales tracking

    Compliance

    • Coordinate the provision of information to external auditors for the annual audit
    • Ensure that all audits are passed
    • Monitor and audit loan files to ensure compliance and create reports to proactively manage pipeline and ensure compliance
    • Comply with local, state, and federal government regulations and laws

     

    Minimum Qualifications:

    • Sales/client experience in Private Mortgage Banking
    • Strong understanding of banking, mortgage and lending products
    • Experience in understanding the financial needs of all types of clients
    • Excellent business development and marketing skills
    • Ability to meet deadlines and manage expectations
    • Experience performing at a top producer level
    • Local market knowledge

    Reports to the Managing Director, Private Mortgage Banking Sales Manager

     

    Apply Now
  • Residential Lending Underwriter

    Department: Residential Lending Operations
    Location: Centennial

    Residential Lending Underwriter 

    Summary:

    The Residential Lending Underwriter will be responsible to review, analyze and approve residential loan applications.  The mortgage underwriter is responsible for verifying income, assets, credit and collateral documents including self-employed personal and business tax returns. The position may be involved in one or several types of mortgage lending (agency conventional, portfolio conventional).  Lending authority to include conventional and jumbo loan programs.  This individual will report to the operations manager of residential lending and be given tremendous opportunity to learn and further develop their industry knowledge.

    Essential Responsibilities:

    Job Functions

    • Evaluate creditworthiness of borrowers in order to render a credit decision. This includes but is not limited to the review of paystubs, W2’s, financial statements, tax returns, asset statements, bank account statements, credit reports etc.
    • Manually underwrite all portfolio loans.
    • Ensure all loans meet or exceed Fortis Private Banks credit policy and be in compliance with the Ability to Repay (ATR) and Qualified Mortgage provisions of the Dodd-Frank Act.
    • Ensure compliance with appropriate company and Agency/Investor.
    • Review transmittal & 1003 to make sure it is accurate and complete.
    • Demonstrate exceptional service philosophy in all interactions with internal peers and partners
    • Review credit report and compare to liabilities on 1003. Verify the investor guidelines for outstanding derogatory items and require payment or satisfaction if needed.
    • Calculate income/ self-employed cash flow using documentation and methodology required per investor, and CFPB regulations. Analyze the business’s financial strength by examining annual earnings to determine stability and viability. Income must be verifiable, stable and ongoing.
    • Review assets to ensure adequate funds to close and required reserves. Ability to analyze bank statements for any recent large deposits and possible other debts that might impact ATR.
    • Required to review all appraisals outside standard guidelines to ensure the report is accurate, complete, the value supported and the collateral is acceptable. Recognize when additional field reviews may be necessary to support value
    • Ability to review Condo/PUD projects to ensure they meet salable or non warrantable guidelines
    • Review file to make sure state regulatory guidelines have been met and federal (patriot act)
    • Calculate net tangible benefit for those states that require this test
    • Ensure all tax, title, insurance and closing documentation is accurate and complete
    • Verify that the rate lock matches the underwriting file with the correct program, LTV, credit score and pre-payment penalty
    • Review final conditions submitted to Underwriting Final Approval within SLA
    • Re-review all Suspended loans within SLA
    • Review a minimum number of files per month as determined by management which would include new submissions, re-submissions & final conditions
    • Perform second level review on loans recommended for denial. Evaluate the application to determine if there are any other products or alternative terms available before issuance of denial.
    • Maintain current and fluid knowledge of portfolio, investor and agency guidelines and adapt to changes quickly
    • Communicates effectively and engages proactively with private mortgage bankers, credit officers, managers, client experience coordinators in regards to loan decisions, clarity of loan conditions, investor guidelines/documentation requirements and possible loan scenarios
    • Assists in the training of Fortis Private Bank Mortgage employees as needed
    • Performs other related duties as assigned

     Transactions

    • Maintains quality with 90% pass rate and no critical QC findings
    • Maintain 90% customer satisfaction scores

     Compliance

    • Ensure that all audits are passed
    • Timely respond to audit findings
    • Monitor and audit loan files to ensure compliance and create reports to proactively manage pipeline and ensure compliance
    • Comply with local, state, and federal government regulations and laws

    Minimum Qualifications:

    • 5+ years of progressively responsible and relative experience
    • Strong written and verbal communication skills.
    • One time close (construction) underwriting experience.
    • Strong working knowledge of ATR/QM Requirements 
    • Proven knowledge of Mortgage Insurance Guidelines and rates
    • Working knowledge of Encompass LOS is a plus
    • High degree of proficiency in Desktop Underwriter and Loan Prospector required
    • Strong analytical skills,; accuracy, consistency and completeness is critical
    • Ability to work in a fast paced, fluid environment and be held to meet minimum production standards while achieving a rewarding experience for our clients
    • High integrity and outstanding work ethic
    • Strong computer skills; proficient in Microsoft Word, Excel and Outlook
    • Must have proficient written and verbal communication skills
    • Proven knowledge of compliance and disclosure requirements
    • Proven knowledge of closing, post-closing & quality control responsibilities

     

    Apply Now
  • Senior Manager, Marketing Automation

    Department: Marketing
    Location: Denver

    Senior Manager, Marketing Automation

     

    Summary:

    The Senior Marketing Manager will own developing, implementing and managing digital, physical and automated marketing programs to support vertical industry client acquisition, engagement and retention.  The person in this role will lead program planning, then efficiently manage the budget and resources to develop, launch, measure and maintain those programs.  Focal verticals will include professional services (legal, account and registered investment advisors), medical and title companies.  Success will be determined by client acquisition, engagement, retention and satisfaction metrics.  The ideal candidate for this role will be client obsessed and continuously strive to earn and keep client’s trust.  They will pride themselves on their omni-channel ability to attract, deeply engage and retain clients while delivering a high LTV outcome.  They are action oriented, a strong communicator with a growth mindset and continuously looking for ways to improve and simplify.  The Marketing Manager will report to the CMO and will have a tremendous opportunity to shape the development and growth of the bank. 

    We are looking for a creative individual with exceptional communication skills, strong collaboration skills, high drive for results and the rigor to achieve them, and solid experience in executing physical and digital marketing campaigns.  This individual must be a self-starter and must be comfortable dealing with ambiguity.

     

    Essential Responsibilities:

    Marketing Program Management

    • Develop and launch marketing programs to drive prospects in vertical industries to acquire specific products
    • Develop and launch marketing programs that increase clients in vertical industries to engagement with products and services to grow client Life Time Value
    • Monitor and optimize programs through a ‘test and learn’ methodology to improve performance and increase ROI

    Marketing Channel Management

    • Own and manage the Bank’s Pardot and Sales Force Engage implementations
    • Develop the Fortis email marketing channel to enable easy development and distribution of brand compliant emails to targeted lists with detailed performance measurement
    • Evolve the Fortis web presence driving consistent traffic increases and optimize presence based on traffic analysis

    Project Management

    • Hold internal and external partners accountable to deadlines and deliverables
    • Ensure high quality production and channel execution through internal and external partners

     

    Minimum Qualifications: 

    • Bachelor’s degree in Marketing or Business Administration required, MBA preferred
    • 4+ years of progressively responsible and relevant experience with a focus on the following skills:
      •    Relationship Marketing
      •    Marketing Automation
      •    Email & Digital Marketing
      •    Testimonial / Advocacy Program Management
      •    Content Marketing
      •    Event Marketing
    • Strong written and verbal communication skills
    • Strong organizational time management skills, problem solving skills, and the ability to grasp concepts and processes
    • 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 external client interaction, necessitating the ability to present a professional and polished image

    Reports to the Chief Marketing Officer

     

    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

    Interested in career information? Call 720.616.4000

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