Personal Banking Representative

FirstBank; Basalt (CO); On-site; USD 22,730 - 32,373; Full time

Benefits offered by this job

Paid Time Off

401(k)

Medical benefits

Dental benefits

Vision benefits

Employee tuition reimbursement

Volunteer Time Off

Short-Term Disability

Long-Term Disability

Group Life Insurance

Job summary

A community bank in Colorado is seeking a Personal Banking Representative to assist customers with inquiries, process transactions, and open new accounts. This entry-level position requires customer service skills, a detail-oriented nature, and the ability to work in a sales environment. You will also help cross-sell bank products while ensuring compliance with policies. The position offers a salary of $20.00 per hour and benefits including paid time off, medical, dental, and vision insurance.

Qualifications

• Entry-level position; little or no prior relevant work experience required.
• Cash handling and customer-service experience preferred.

Responsibilities

• Assist customers with inquiries and requests.
• Process transactions and maintain a balanced cash drawer.
• Open new accounts and provide product information.
• Cross-sell FirstBank products.
• Comply with safety policies.

Skills

Customer service skills

Basic mathematics

Problem-solving skills

Sales environment comfort

Attention to detail

Multitasking ability

Job description

A Brief Overview

A Personal Banking Representative assists customers by answering inquiries and requests, processing transactions, opening new accounts, and informing on products and services.

The Representative handles cross‑selling of FirstBank products, balances a cash drawer, and resolves 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 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 forward them to appropriate departments for processing.
• Process transactions accurately, adhering to all compliance requirements.
• Review daily reports and perform maintenance on accounts.
• Identify and develop opportunities for cross‑selling FirstBank products and services.
• Sell bank products and meet company sales goals.
• Demonstrate knowledge of and understand new account systems, documentation requirements, and disclosures.
• Perform other duties and projects as assigned by the market or region.
• Understand and comply with the Safety in the Workplace policy.
• Work 35‑40 hours per week on an as‑needed schedule.

Minimum Requirements

• Entry‑level position; little or no prior relevant work experience required.

Preferred Requirements

• Cash handling and customer‑service experience.

Knowledge, Skills, and Abilities

• Excellent customer‑service skills and ability to work well with others.
• Basic mathematics and problem‑solving skills.
• Comfortable in a sales environment.
• Detail‑oriented with ability to multitask and change directions quickly.

Working Conditions And Physical Requirements

• Mostly stationary throughout the business day.
• Frequent computer and other office machinery operation.
• Occasional movement within the office to access files and equipment.
• Occasional reaching for and handling paperwork and drawers.
• Constant communication with customers, coworkers, and management in‑person and on the phone.
• Required to exchange accurate information.
• In‑office presence required; remote work not offered except as required by law.

Salary Range

$20.00 per hour

Statement Of Benefits

• Paid Time Off / paid leave programs.
• 401(k)/Employee Stock Ownership Plan.
• UnitedHealthcare medical benefits.
• MetLife dental benefits.
• VSP vision benefits.
• Employee tuition reimbursement.
• Volunteer Time Off.
• Short‑Term Disability.
• Long‑Term Disability.
• Group Life Insurance / AD&D.

This Job May Be Eligible For The

• New Accounts Cross‑Sell Queue Incentive Plan.

EOE/Affirmative Action

FirstBank is an EOE/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or any other legally protected characteristic.

Colorado Job Application Fairness Act

Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents submitted with your application that identify your age, date of birth, or dates of attendance at or graduation from an educational institution. Please redact this information prior to submitting your materials.