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FI

Treasury Management Operations Representative

FirstBank
United StatesRemotefull_timeVerifiedPosted 29 Nov 2024
💰 $46,300/yr($40,000/yr$46,300/yr)

About the role

Founded in 1963, FirstBank is Colorado's largest locally owned holding company and we are still growing, serving customers in Colorado, California, 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 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 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. There’s 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 Treasury Management Operations Representative is responsible for reviewing and verifying Treasury Management paperwork and maintenance. The Representative is also responsible for retrieving, reviewing, and processing reports. The Representative provides phone support for password resets, as well as email support to branches and other department personnel. This position will also process some department billing and invoices.

What you will do

  • Retrieve, review, and process Treasury Management reports
  • Identify potential fraud findings in reporting
  • Contact customers regarding issues found in report findings
  • Verify and approve submitted maintenance completed by others
  • Assist with Password reset calls and emails related to Treasury Management paperwork, product, and procedures
  • Process some department billing and invoices
  • Verify and import paperwork to Document Imaging
  • Add statistical requirements to progress spreadsheets for tracking
  • Monitor team 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

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

Preferred Requirements

  • Previous customer service experience
  • Spanish language skill

Knowledge, Skills, and Abilities

  • Good written and verbal communication skills
  • General banking knowledge
  • Ability to 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
  • 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 $23.15 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 l

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Company

FirstBank

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