Personal Banking Representative

FirstBank • Basalt, CO • 2w ago

Description

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 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

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

$20.00 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, sexual 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 job opportunity is expected to close on 9/2/2025

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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