Personal Banking Senior Representative
FirstBank, Centennial, CO, United States
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
egotiate 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
Minimum Requirements
Typically requires a minimum of 6 months to 1 year of related experience
Preferred Requirements
Cash handling and customer-service experience
Knowledge, Skills, And Abilities
Strong customer-service skills and the ability to work well with others
Strong mathematic and problem-solving skills
Detail-oriented with the ability to multi-task and change directions quickly
Able to assist customers with all of their banking needs with little to no supervision
Comfortable in a sales environment
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 to $23.73 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 April 17th, 2026*
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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
egotiate 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
Minimum Requirements
Typically requires a minimum of 6 months to 1 year of related experience
Preferred Requirements
Cash handling and customer-service experience
Knowledge, Skills, And Abilities
Strong customer-service skills and the ability to work well with others
Strong mathematic and problem-solving skills
Detail-oriented with the ability to multi-task and change directions quickly
Able to assist customers with all of their banking needs with little to no supervision
Comfortable in a sales environment
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 to $23.73 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 April 17th, 2026*
#J-18808-Ljbffr