United States onlyFounded 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 Senior Representative of Treasury Management is responsible for consulting with internal and external customers in order to recommend appropriate TM solutions. The Senior Representative will perform account analysis and be the main point of contact for outlying markets. The Senior Representative will be responsible for phone and email queues.
What you will do
- Consult with prospects, customers, and market staff to determine appropriate TM solutions.
- Support internal personnel, existing customers, and potential customers through daily phone and email queue.
- Support outlying markets as main point of contact
- Perform account analysis to recommend Treasury Management products and solutions for new and existing customers.
- Collaborate with FirstBank personnel on sales calls, business development, and business retention.
- Maintain up to date knowledge of Treasury Management products and services.
- Understand the client’s business environment and industry.
- Prepare customer sales packets and marketing materials.
- Meet established sales goals expectations.
- 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
- Business Banking experience
- Consultative sales and financial products knowledge
- Experience with Customer Relationship Management systems such as Salesforce
- Fluent in both written and spoken English and Spanish
Knowledge, Skills, and Abilities
- Understand business banking, customer service, and sales strategies
- Strong decision-making, and problem solving skills
- Strong attention to detail and organizational skills
- Ability to focus on multiple priorities without degradation in the quality of work produced
- Effective time-management skills
- Comfort working in a fast-paced office environment
- Strong initiative and self-motivated
- Ability to think strategically
- Excellent verbal and written communication skills
- Ability to work in a professional manner
- Working knowledge of Microsoft Word and Excel and a 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
$21.35 Per Hour to $35.65 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
This Job may be eligible for the:
- Treasury Mgmt Development Incentive Plan
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.
