FirstBank · 12 hours ago
Personal Banking Lead Representative
Lakewood, CO
Full-time
Onsite
Entry, Mid Level
$20/hr - $26.30/hr
1+ years expFirstBank is Colorado's largest locally owned holding company, dedicated to serving customers with a philosophy of doing right by customers, communities, and employees. The Lead Personal Banking Representative will assist customers with inquiries, process transactions, and develop account relationships while coordinating branch operations and mentoring employees.
BankingCustomer ServiceFinance
Responsibilities
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
Qualification
Required
Typically requires a minimum of 1 year of related experience
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
Preferred
Considerable cash handling and customer-service experience
Advanced knowledge and experience of FirstBank/Personal Banking role
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
FirstBank provides a range of financial services including personal, business, and digital banking products.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-09-08Acquired
Leadership Team
Olusegun Alebiosu
Managing Director and CEO
Adam Sands
Chief Banking Officer
Recent News
2025-12-09
2025-11-23
Company data provided by crunchbase