Records Retention Representative

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

The Records Retention Representative responsibilities include oversight manual barcoding and proper classification of Branch Operations documents in Document Imaging along with ensuring signatures obtained during the account opening process are added to accounts appropriately. The Representative is also responsible for processing incoming and outgoing mail including deposits and payments as well as coordination of package delivery between FirstBank Headquarters Branches FedEx and the USPS.

What you will do

• Organize bundles of scanned customer documents; verify accuracy of CIF title and document type; add appropriate barcode to documents prepping files for import into Document Imaging through ADI
• Sort and process bundles of signature capture from branch personnel verify and import signatures to accounts
• Process and organize mailed in deposits mailed in Bill Pay Checks for deposit and process mailed in Credit Card payments
• Sort and log returned mail including researching accounts attempting customer contact via phone call and email to obtain new or verify existing address
• Process all returned debit cards under dual control and log any attempts at customer contact to verify/update address
• Transport bank mail equipment and packages between branches and Headquarters
• Process incoming and outgoing packages and deliveries from the dock at Headquarters
• Analyze and process all incoming verification of deposit requests
• Perform other duties and projects as assigned
• Understand and comply with all provisions of the Safety in the Workplace policy

Minimum Requirements

• Entry-level job with little or no prior relevant work experience in the function

Knowledge Skills and Abilities

• Good customer-service skills
• Good attention to detail
• Ability to multitask
• Effective time-management skills and ability to prioritize effectively
• Proficiency in Microsoft Office applications (Word Excel Outlook)
• Good communication skills both verbal and written
• Ability to work both independently and in a team environment

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 in-person 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 in-office days that may be required will vary by business unit role and business need.

Salary Range

$20.00 Per Hour

Statement of Benefits

FirstBank offers a suite of benefits that support our employees professional financial physical emotional and spiritual well-being. 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 Short-Term Disability Long-Term 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 June 13 2025*

Required Experience:

Unclear Seniority