Personal Banking Senior Representative

FirstBank Career•Centennial, CO

10d•$20 - $24•Onsite

About The Position

Founded in 1963, 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 Senior Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Senior Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Senior Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge. Senior Representatives will be expected to conduct more complex transactions and duties independently and become a resource for others. What you will do Assist customers with a wide range of complex inquiries and requests Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing Open new accounts and provide product/service information 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 Approve transactions up to a specified limit Sell bank products and meet company sales goals Demonstrate advanced knowledge and understanding of new account systems and account documentation requirements and disclosures Train and mentor new employees 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 may vary from 35-40 hours per week

Requirements

Typically requires a minimum of 6 months to 1 year of related experience

Nice To Haves

Cash handling and customer-service experience

Responsibilities

Assist customers with a wide range of complex inquiries and requests
Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
Open new accounts and provide product/service information
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
Approve transactions up to a specified limit
Sell bank products and meet company sales goals
Demonstrate advanced knowledge and understanding of new account systems and account documentation requirements and disclosures
Train and mentor new employees
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