FirstBankFI

Records Retention Representative

FirstBank

Salary: 40k-40k USD

United States only
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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 Records Retention, Representative responsibilities include oversight, manual barcoding, and proper classification of Branch Operations documents in Document Imaging along with ensuring signatures obtained during the account opening process are added to accounts appropriately. The Representative is also responsible for processing incoming and outgoing mail including deposits and payments, as well as coordination of package delivery between FirstBank Headquarters, Branches, FedEx and the USPS.

What you will do

  • Organize bundles of scanned customer documents; verify accuracy of CIF, title and document type; add appropriate barcode to documents, prepping files for import into Document Imaging through ADI
  • Sort and process bundles of signature capture from branch personnel, verify and import signatures to accounts
  • Process and organize mailed in deposits, mailed in Bill Pay Checks for deposit, and process mailed in Credit Card payments
  • Sort and log returned mail including researching accounts, attempting customer contact via phone call and email to obtain new or verify existing address
  • Process all returned debit cards under dual control and log any attempts at customer contact to verify/update address
  • Transport bank mail, equipment, and packages between branches and Headquarters
  • Process incoming and outgoing packages and deliveries from the dock at Headquarters
  • Analyze and process all incoming verification of deposit requests
  • 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

Knowledge, Skills, and Abilities

  • Good customer-service skills
  • Good attention to detail
  • Ability to multitask
  • Effective time-management skills and ability to prioritize effectively
  • Proficiency in Microsoft Office applications (Word, Excel, Outlook)
  • Good communication skills, both verbal and written
  • Ability to work both independently and in a team environment

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

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 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.

*This job opportunity is expected to close on May 3, 2024*

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About the job

Apply before

Jul 01, 2024

Posted on

May 02, 2024

Job type

Full Time

Experience level

Entry-level

Salary

Salary: 40k-40k USD

Location requirements

Hiring timezones

United States +/- 0 hours
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FirstBank

Company size

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