Personal Banking Lead Representative

Overview

Founded in 1963, First Bank 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. First Bank 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. First Bank believes that a company is nothing without the people that comprise it. By joining the First Bank 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 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.

• 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 First Bank 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

• Typically requires a minimum of 1 year of related experience

• Considerable cash handling and customer-service experience
• Advanced knowledge and experience of First Bank/Personal Banking role

• 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

• 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…