Personal Banking Lead Rep

Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 100 branch locations across Colorado, Arizona and California. Its 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 prides itself 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, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions all across the company, from Teller and Call Center to Technology and Lending. Apply today to learn more and join the team!

A Brief Overview

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.

What you will do

• 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 …