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Banking Associate
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-08-18
Listing for:
AMG National Trust
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking Operations
Job Description & How to Apply Below
To perform intermediate duties and support related to branch operational activities and financial services.
KNOWLEDGE AND SKILLS REQUIREMENTS:- Intermediate knowledge of related state and federal banking compliance regulations and bank operational policies
- Intermediate skills in computer terminal and personal computer operation; including MS Word and Excel
- Courteous social skills to welcome visitors in a business environment
- Strong math skills; assist with reconciliation of certain accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner
- Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
- Effective organizational and time management skills
- Ability to work with minimal supervision
- Proficiency in verbal and written communication
- Exceptional attention to detail
- Exceptional follow-through skills
- Advanced effectiveness under pressure
- Ability to prioritize and multi-task
- Ability to professionally interact with all levels of employee and client
- Ability to respect and hold confidential information
- Effectively work as a team member and independently as required
- Dependable, cooperative, flexible, patient
New Accounts:
- Assist consumer and business customers and lenders in their selection of various accounts, products and financial services available from the Bank.
- Make decisions regarding the opening of new accounts; assign account numbers; complete forms requiring customer signature(s); verify credit history, if applicable; accept initial deposits; prepare all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing. This may include treasury management services (wires, ACH, remote deposit);
Order customer checks, endorsement stamps and deposit slips. - Set up approved treasury management services on the various systems.
- Perform safe deposit duties by opening accounts, controlling access, assisting customers and assisting with performing audits as needed.
- Place appropriate holds when necessary following the regulation guidelines to ensure compliance is met.
- Provide effective customer service by answering customer questions; ability to investigate and correct errors; and resolves problems or other issues.
- Perform all teller duties to include but not limited to; processing deposits, withdrawals, stop payments, official checks, place appropriate holds of deposits when necessary, balancing teller drawer, transfer of funds, and research. Assist with bank‑by‑mail deposits.
- Assist with opening and closing the vault(s) daily, assist in balancing vault currency.
- Answer client questions and direct for assistance.
- Type routine letters.
- Adhere to Bank policies, government regulations and legal requirements.
- Other duties as assigned.
Visa sponsorship is not available for this role
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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