Personal Banking Representative jobs in United States
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FirstBank · 1 week ago

Personal Banking Representative

FirstBank, Colorado's largest locally owned holding company, is seeking a Personal Banking Representative to assist customers with inquiries, process transactions, and open new accounts. The role involves cross-selling bank products and maintaining customer relationships through quality service and product knowledge.

BankingCustomer ServiceFinance

Responsibilities

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 may vary from 35-40 hours per week

Qualification

Customer serviceCash handlingSales skillsBasic mathematicsProblem-solvingMulti-taskingDetail-oriented

Required

Entry-level job with little or no prior relevant work experience in the function

Preferred

Cash handling and customer-service experience

Benefits

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
Group Life Insurance/AD&D

Company

FirstBank

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FirstBank provides a range of financial services including personal, business, and digital banking products.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-09-08Acquired

Leadership Team

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Olusegun Alebiosu
Managing Director and CEO
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Adam Sands
Chief Banking Officer
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Company data provided by crunchbase