Personal Banking Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

FirstBank · 4 hours ago

Personal Banking Representative

FirstBank is Colorado's largest locally owned holding company, focused on serving customers with a commitment to diversity and community. The Personal Banking Representative role involves assisting customers with inquiries, processing transactions, and cross-selling bank products while maintaining strong account relationships and ensuring compliance.

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 can vary from 35-40/week

Qualification

Customer serviceCash handlingSales skillsMathematical skillsMulti-taskingProblem-solvingDetail-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

company-logo
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

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