drjobs TM Operations Senior Representative

TM Operations Senior Representative

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1 Vacancy
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Job Location drjobs

Lakewood, CO - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Founded in 1963 FirstBank is Colorados 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 companys 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. Theres 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

Treasury Management Operations Senior Representatives provide customer centralized departments and branch support for commercial products and services. In addition to having a strong understanding of Treasury Managements specific product offerings the Senior Representative will also need to have a strong understanding of branch operations industry trends and standards and general account requirements. The Senior Representative will participate in training for employees and customers on all Treasury Management processes and products.

What you will do

  • Assist branch commercial customers and centralized departments with questions related to Treasury Management products and services
  • Identify suspicious activity and support customers with fraud events
  • Onboard and educate commercial customers with products and services
  • Provide basic technical support/troubleshooting of all Treasury Management products and services
  • Train branch staff and commercial customers on all Treasury Management processes and systems
  • Identify potential product cross sell opportunities and refer to Treasury Management Development
  • Maintain awareness of fraud trends
  • Retrieve process and review daily weekly and monthly Treasury Management reports
  • Verify and approve submitted maintenance completed by others
  • Receive setup and maintain asset inventory
  • Verify and import paperwork to Document Imaging
  • Respond to assigned department mailbox emails and review and process paperwork received
  • Perform other duties and projects as assigned
  • Understand and comply with all provisions of the Safety in the Workplace policy

Minimum Requirements

  • Typically requires a minimum of 6 months to 1 year of related experience

Preferred Requirements

  • Previous customer service experience
  • Previous experience working in a callcenter environment
  • Previous banking experience
  • Spanish language skill

Knowledge Skills and Abilities

  • Understanding of customerservice strategies
  • Good written and verbal communication skills
  • Knowledge of risk identification
  • Ability to focus on multiple priorities in a fastpaced environment without degradation to quality of work produced
  • Proficiency in Microsoft Office Suite
  • Effective problemsolving skills
  • Effective time management skills
  • Willingness to learn new bank systems products and programs

Working Conditions and Physical Requirements

  • 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 communicates with customers coworkers and management inperson and on the phone
  • Must be able to exchange accurate information
  • FirstBank does not currently offer fully remote positions except as required by law. The actual number of inoffice days that may be required will vary by business unit role and business need.

Salary Range

$20.00 Per Hour to $26.30 Per Hour

Statement of Benefits

FirstBank offers a suite of benefits that support our employees professional financial physical emotional and spiritual wellbeing. Benefits currently offered with our positions include: Paid Time Off/paid leave programs 401K/Employee Stock Ownership United Healthcare medical MetLife dental VSP vision Employee tuition reimbursement Volunteer Time Off ShortTerm Disability LongTerm Disability and Group Life Insurance/AD&D


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. FirstBank does not permit pay inequities. Anyone who believes they have been subject to pay inequity should immediately report their concerns to the Human Resource Department.

Colorado Job Application Fairness Act


Under Colorados Job Application Fairness Act you have the right to redact from any documents that you submit in connection with your application information that identifies your age date of birth or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information please redact it prior to submitting the documentation

*This job opportunity is expected to close on March 28 2025*

*This job opportunitys deadline has been extended to April 7 2025*

*This job opportunitys deadline has been extended to April 14 2025*


Required Experience:

Senior IC

Employment Type

Full-Time

Company Industry

Department / Functional Area

Operations

About Company

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