Verified Job
Accounting - Finance
Personal Banking Rep
Accounting - Finance
#532067
Remote / WFH
Job Description
Founded in 1+63, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado and Arizona. Our growth can be attributed to one simple philosophy: do right by customers, communities, and employees, which is at the center of the company’s “banking for good” mantra. FirstBank believes that diversity, equity, and inclusion are part of everything we do, both within and outside our company, and we take pride in hiring and training a diverse and talented group. We strive to not only maintain a diverse workforce, but also ensure our employee experience garners a sense of belonging, is inclusive and equitable. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank team you will experience our great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions across the company, from Personal Banker and Call Center to Technology and Lending. Apply today to learn more and join the team!
A Brief Overview
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What You Will Do
• Assist customers with a wide range of inquiries and requests
• Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
• Open new accounts and provide product/service information
• Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
• Process transactions accurately and adhere to all compliance requirements
• Review daily reports and perform maintenance on accounts
• Recognize and develop opportunities for cross-selling FirstBank products and services
• Sell bank products and meet company sales goals
• Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
• Perform other duties and projects as assigned by the market or region
• Understand and comply with all provisions of the Safety in the Workplace policy
• Hours can vary from 35-40/week
• Will work at one of six FirstBank locations within the Colorado Springs market
Minimum Requirements
• Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
• Cash handling and customer-service experience
Knowledge, Skills, And Abilities
• Good customer-service skills and the ability to work well with others
• Basic mathematic and problem-solving skills
• Comfortable in a sales environment
• Detail-oriented with the ability to multi-task and change directions quickly
Working Conditions And Physical Requirements
• Frequently remains stationary throughout a typical business day
• Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
• Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
• Occasionally positions self to access drawers and shelves of various heights
• Frequently reaches for and handles paperwork and files
• Constantly communicates with customers, coworkers, and management in-person and on the phone
• Must be able to exchange accurate information
• FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need.
Salary Range
$20 Per Hour
Statement Of Benefits
FirstBank offers a suite of benefits that support our employees’ professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D
This Job May Be Eligible For The
• New Accounts Cross-Sell Queue Incentive Plan
EOE/Affirmative Action
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, ****** orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.
Colorado Job Application Fairness Act
Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation
• This opportunity is expected to close by 3/27/25
A Brief Overview
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What You Will Do
• Assist customers with a wide range of inquiries and requests
• Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
• Open new accounts and provide product/service information
• Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
• Process transactions accurately and adhere to all compliance requirements
• Review daily reports and perform maintenance on accounts
• Recognize and develop opportunities for cross-selling FirstBank products and services
• Sell bank products and meet company sales goals
• Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
• Perform other duties and projects as assigned by the market or region
• Understand and comply with all provisions of the Safety in the Workplace policy
• Hours can vary from 35-40/week
• Will work at one of six FirstBank locations within the Colorado Springs market
Minimum Requirements
• Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
• Cash handling and customer-service experience
Knowledge, Skills, And Abilities
• Good customer-service skills and the ability to work well with others
• Basic mathematic and problem-solving skills
• Comfortable in a sales environment
• Detail-oriented with the ability to multi-task and change directions quickly
Working Conditions And Physical Requirements
• Frequently remains stationary throughout a typical business day
• Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
• Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
• Occasionally positions self to access drawers and shelves of various heights
• Frequently reaches for and handles paperwork and files
• Constantly communicates with customers, coworkers, and management in-person and on the phone
• Must be able to exchange accurate information
• FirstBank does not currently offer fully remote positions, except as required by law. The actual number of in-office days that may be required will vary by business unit, role, and business need.
Salary Range
$20 Per Hour
Statement Of Benefits
FirstBank offers a suite of benefits that support our employees’ professional, financial, physical, emotional and spiritual well-being. Benefits currently offered with our positions include: Paid Time Off/paid leave programs, 401K/Employee Stock Ownership, United Healthcare medical, MetLife dental, VSP vision, Employee tuition reimbursement, Volunteer Time Off, Short-Term Disability, Long-Term Disability, and Group Life Insurance/AD&D
This Job May Be Eligible For The
• New Accounts Cross-Sell Queue Incentive Plan
EOE/Affirmative Action
FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, ****** orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.
Colorado Job Application Fairness Act
Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting the documentation
• This opportunity is expected to close by 3/27/25
