Banking Associate

AMG National Trust; Boulder (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

AMG National Trust in Boulder, CO is seeking an intermediate support role to assist with branch operational activities and financial services.

Responsibilities span New Accounts and Operations/Teller duties, requiring accuracy, confidentiality, and strong customer service. You will help open accounts, verify history, process deposits, and support treasury functions, while maintaining compliance and teamwork.

Qualifications

• Knowledge of state and federal banking regulations.
• Proficient in MS Word and Excel.
• Courteous customer service in a business setting.
• Strong math and reconciliation skills.
• Ability to handle confidential information.
• Problem-solving under pressure.
• Effective organizational and time management.
• Strong verbal and written communication.
• Team player who can work independently.
• Dependable, flexible and patient.

Responsibilities

• Assist customers with account selections and banking products.
• Open new accounts; verify history; process deposits and documents.
• Set up treasury management services and process wires/ACH.
• Perform safe deposit duties and audits as needed.
• Handle deposits, withdrawals, and vault balancing.
• Answer client questions and resolve errors.
• Adhere to bank policies and regulations.

Skills

Banking compliance knowledge

MS Word

Excel

Customer service

Math skills

Attention to detail

Time management

Communication

Team player

Confidential information handling

Tools

MS Word

Excel

Job description

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

RESPONSIBILITIES:

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.

Operations / Teller:

• 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