Treasury Management Operations Representative
Job Description
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
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 and email support to the branch. This position will also process department billing and invoices.
What you will do
- Retrieve, review, and process reports
- Identify potential fraud findings in reporting
- Contact customers regarding issues found in report findings
- Process product system onboarding of groups, entities, services, and transactional limits
- Verify and approve submitted maintenance completed by others
- Assist with branch phone calls and emails related to Treasury Management paperwork, product, and procedures
- Process department billing and invoices
- Verify and import paperwork to Document Imaging
- Add statistical requirements to progress spreadsheets for tracking
- 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
- Entry-level job with little or no prior relevant work experience in the function
Preferred Requirements
- Previous customer service experience
- General banking knowledge
- Spanish language skill
Knowledge, Skills, and Abilities
- Good written and verbal communication skills
- 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
Salary Range
$20.00 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
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 applicable status protected by state or local law. 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.
*This job opportunity is expected to close on March 4, 2024*
*This job opportunity's deadline has been extended to March 22, 2024*
*This job opportunity's deadline has been extended to April 16, 2024*
Date Posted
04/10/2024
Views
2
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