Banking Operations Specialist

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

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.