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 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.
What you will do
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
Hours can vary from 35-40/week
Minimum Requirements
Typically requires a minimum of 1 year of related experience
Preferred Requirements
Considerable cash handling and customer-service experience
Advanced knowledge and experience of FirstBank/Personal Banking role
Knowledge, Skills, and Abilities
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
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 to $26.30 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 1/28/26
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.
