Personal Banking Lead Representative

FirstBank Career•Lakewood, CO

7d•$20 - $26•Onsite

About The Position

A Lead Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Lead Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Lead Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. Lead Representatives will be expected to perform duties independently, coordinate the work of others, and be a resource to assure the branch runs smoothly.

Requirements

Typically requires a minimum of 1 year of related experience
Excellent customer-service skills and the ability to work well with others
Advanced mathematic and problem-solving skills
Detail-oriented with the ability to multi-task and change directions quickly
Comfortable in a sales environment
Able to assist customers with all of their banking needs with little to no supervision
Strong leadership and communication skills

Nice To Haves

Considerable cash handling and customer-service experience
Advanced knowledge and experience of FirstBank/Personal Banking role

Responsibilities

Serve as a lead resource who can engage in larger market initiatives including special projects, training needs, etc
Coordinate branch tasks to ensure smooth and efficient operations
Assist customers with all types 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
Approve transactions up to a specified limit
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
Coach and mentor employees
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 expert knowledge and understanding of new account systems and required account documentation requirements and disclosures
Provide support and back-up to all operational departments
Must consistently meet the majority of cross sell goals
Consistently balances at 90% or higher
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