Personal Banking Lead Representative Bilingual in English and Spanish

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

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 Banks 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 meet company sales goals
• Demonstrate expert knowledge and understanding of new account systems and required account documentation requirements and disclosures
• Provide support and back-up to all operational departments
• Must consistently meet the majority of cross sell goals
• Consistently balances at 90% or higher
• 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 may vary from 35-40 hours per week

Minimum Requirements

• Typically requires a minimum of 1 year of related experience
• Fluent in written/spoken English and Spanish

Preferred Requirements

• Considerable cash handling and customer-service experience
• Advanced knowledge and experience of FirstBank/Personal Banking role

Knowledge Skills and Abilities

• Excellent customer-service skills and the ability to work well with others
• Advanced mathematic and problem-solving skills
• Detail-oriented with the ability to multi-task and change directions quickly
• Comfortable in a sales environment
• Able to assist customers with all of their banking needs with little to no supervision
• Strong leadership and communication skills

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

$21.90 Per Hour to $29.23 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


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. 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 opportunity is expected to close by 9/22/25*

*This opportunity has been extended to 10/30*

Required Experience:

Unclear Seniority