TM Operations Sr Rep

2 weeks ago

Denver, United States FirstBank Full time

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

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 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 call-center environment
  • Previous banking experience
  • Spanish language skill
Knowledge, Skills, and Abilities
  • Understanding of customer-service strategies
  • Good written and verbal communication skills
  • Knowledge of risk identification
  • 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
  • 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, 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 Colorado's 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 November 8, 2024*

*This job opportunity's deadline has been extended to November 15, 2024*

*This job opportunity's deadline has been extended to November 20, 2024*

*This job opportunity's deadline has been extended to November 27, 2024*

*This job opportunity's deadline has been extended to December 6, 2024*

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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