Personal Banking Rep - Bilingual in English and Spanish
Fort Collins, Colorado, United States
Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado, California, 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. FirstBank 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. FirstBank believes that a company is nothing without the people that comprise it. By joining the FirstBank 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 Brief Overview
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank's products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
What you will do
- 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
Minimum Requirements
- Entry-level job with little or no prior relevant work experience in the function
- Must be fluent in both written/spoken …
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Not fully remote
Benefits/PerksCompany sales goals Diverse and talented group Diverse workforce Diversity and Inclusion Great team culture Growth Opportunities Opportunity for growth Paid Leave Programs Paid Time Off Suite of benefits Team culture
Tasks- Assist customers
- Cross-sell products
- Documentation
- Maintain account relationships
- Maintenance
- Open new accounts
- Perform maintenance on accounts
- Perform other duties and projects as assigned
- Process transactions
- Review daily reports
- Sell bank products
Banking Bilingual Bilingual (English Bilingual (Spanish) Call Center Cash handling Compliance Customer service Documentation English IT Mathematics Multi-tasking Problem-solving Sales Sales Environment Spanish Technology Training
Experience0 years
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9