TM Development Sr Rep

| Lakewood, CO, USA | Hybrid
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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 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.
*This opportunity is expected to close by 5/31/24*

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SassLanguages
    • SqlLanguages
    • SwiftLanguages
    • Objective CLanguages
    • PowershellLanguages
    • COBOLLanguages
    • jQueryLibraries
    • ASP.NETFrameworks
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    • DockerFrameworks
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    • KubernetesFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • TerraformFrameworks
    • PostGresFrameworks
    • JerseyFrameworks
    • DB2Databases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
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    • IMSDatabases
    • AWS (Amazon Web Services)Services
    • GitHubServices
    • JenkinsServices
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    • AxureDesign
    • IllustratorDesign
    • PhotoshopDesign
    • XDDesign
    • ConfluenceManagement
    • JIRAManagement
    • DocuSignCRM
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    • Webex MeetingsCollaboration

An Insider's view of FirstBank

What are some social events your company does?

The culture at FirstBank is like no other! They value diversity and encourage inclusion at all levels. I have enjoyed participating in several multicultural events like our Diwali and Lunar New Year celebrations; it has given me the opportunity to learn about different cultures and traditions in a safe and friendly environment.


IT Infrastructure Manager

What does your typical day look like?

As the Career Navigator, I work on anything from our summer internship program, developing programs for IT employee onboarding and development, facilitating shadowing opportunities, etc. While each day is different, I’m constantly collaborating with others and love that I’m able to be a small part in helping people meet their professional goals.


Technology Career Navigator

How does the company support your career growth?

FirstBank has been very supportive of my career growth in that they've allowed me to explore different tangents relating to my skillsets and interests, as well as support for continued education. I'm also excited to participate in our Women in Technology group, helping plan events promoting inclusive education and opportunities.


DevSecOps Analyst

How do you empower your team to be more creative?

Empowerment requires you to truly listen to your team, give them autonomy while encouraging them, share the desired outcome of an initiative along with the why, be available for questions and then, move out of their way! I am astonished by the exceptional results the team provides when they are empowered.


Technology Director

What’s the vibe like in the office?

FirstBank is inviting. Joining a new company can be daunting, but here it feels like a community. The culture and vibe are about welcoming and you feel that from day one. No other company I have worked for has made my transition feel easier.


Business Analyst

What are FirstBank Perks + Benefits

FirstBank Benefits Overview

FirstBank partners with our employees to achieve physical, emotional, mental, spiritual, professional and financial wellness to succeed at work and in life.

Volunteer in local community
In 2022, a total of 1,287 employees used a cumulative 9,748 VTO hours with non-profits in our communities!
Partners with nonprofits
FirstBank has donated nearly $80 million to charitable organizations since 2000. In 2022 FirstBank Donated more than $5.5 million to charitable organizations.
Open door policy
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Flexible work schedule
If you're an early riser or like to sleep in, no problem! FirstBank offers flexible schedule with of core hours of 9am-4pm.
Remote work program
Technology and Security employees have hybrid schedules with most coming in to the office 2 days a week.
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Strength Through Recognition of Inclusion, Diversity & Equity (known as STRIDE) was formed to support diversity, equity, and inclusion at FirstBank.
Health Insurance + Wellness
Flexible Spending Account (FSA)
FirstBank's Flexible Spending Account (FSA) helps employees and dependents cover out-of-pocket medical costs with pre-tax contributions up to $2,550 annually.
Disability insurance
FirstBank provides both short-term and long-term disability insurance.
Dental insurance
FirstBank offers two PDPPlus dental plan options through MetLife. A unique feature for covered adults is one fluoride treatment during the year, at no additional cost.
Vision insurance
Your eyesight deserves the best care. With FirstBank's vision plan, you have coverage for eye exams, eyeglasses, and contact lenses
Health insurance
FirstBank contributes to the premium cost of employees and their eligible dependents on single coverage health insurance.
Life insurance
FirstBank covers two times an employees annual salary for life and accidental death/dismemberment insurance at no cost to the employee.
Mental health benefits
FirstBank partners with Lyra for Mental Health Support for the whole family including 8 free coaching sessions annually.
Financial & Retirement
FirstBank employees may contribute up to 80% of their salary to their 401k.
Company equity
FirstBank is proud to offer an Employee Stock Ownership Plan (ESOP) as one of our many benefits.
Child Care & Parental Leave
Generous parental leave
Paid Parental Bonding Leave (PPBL) is paid leave to bond with and care for a newborn or a new child placed through adoption or foster placement.
Family medical leave
FMLA provides certain employees with up to 12 weeks of unpaid, job-protected leave per year. It also requires that their group health benefits be maintained during the leave.
Vacation + Time Off
Generous PTO
FirstBankers are encouraged to take time to rest and renew, so FirstBank offers PTO starting at 18 paid days off per calendar year to be used for a combination of personal, vacation and sick time.
Paid volunteer time
Because we believe in doing what's best for our employees and communities, each year FirstBank gives its employees 2 full days to volunteer in the community however they choose.
Paid holidays
Bereavement leave benefits
Office Perks
Onsite office parking
You'll never have to worry about parking. We have a full parking garage at no cost to employees, plus additional onsite parking, a bike closet, and electric vehicle charging stations.
Onsite gym
Professional Development
Job training & conferences
In addition to full access to LinkedIn Learning and a dedicated conference attendance budget, FirstBank has an in-house training team that provides training for all employees.
Tuition reimbursement
We reimburse employees up to $3,000 annually for tuition and books for business-related classes. We also help cover cost for employee's children to pursue post-high school education and training.
Promote from within
Mentorship program
FirstBank offers multiple mentorship programs, including Women in Technology and Elevate Leadership.
Online course subscriptions available
Customized development tracks
Paid industry certifications
FirstBank will reimburse a Technology employee for the testing fees associated with obtaining a qualified Technology certification.

Additional Perks + Benefits

FirstBank offers a number of career stages so employees can explore opportunities in a way that keeps them growing, challenged and contributing. We believe in our talent so much that we primarily use a promote from within approach.

FirstBank employee rights and benefits are governed by the official plan documents. If any discrepancy exists between this communication and the official plan documents, the plan documents will prevail. FirstBank reserves the right to change any benefit plan without notice. Benefits are not a guarantee of employment. FirstBank cannot provide tax or financial advice. Benefit Eligibility is subject to terms and conditions of employment.

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