TM Operations Senior Representative

Founded in 1963, FirstBank maintains more than $20 billion in assets and operates over 100 branch locations across Colorado, Arizona and California. Its 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 prides itself 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, and prides itself in hiring and training a diverse and talented group. By joining the FirstBank team you will experience its great team culture with ample opportunity for growth. There’s an opportunity for everyone with positions all across the company, from Teller 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 Management's 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 reports
• Verify and approve submitted maintenance completed by others
• Process department billing and invoices
• Receive, setup, and maintain asset inventory
• Verify and import paperwork to Document Imaging
• Monitor department mailbox 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
• Working knowledge of call center environment
• Previous banking experience
• Spanish language skill

Knowledge, Skills, and Abilities

• Understand customer service strategies
• Good written and verbal communication skills
• Knowledge of risk identification
• Focus on multiple priorities in a fast-paced environment without degradation to quality of work produced
• Proficiency in Microsoft Office Suite
• Effective problem solving 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 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 to $25.68 Per Hour

Statement of Benefits

FirstBank offers a suite of benefits that support our employees’ professional, financi