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AMG National Trust · 4 hours ago

Banking Associate

Greenwood Village, CO

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $65K/yr

AMG National Trust is seeking a Banking Associate to support branch operational activities and financial services. The role involves assisting customers with account selections, processing new accounts, and providing effective customer service while also supporting various operational tasks within the branch.

Financial Services

Hiring Manager

Stephanie G.

Responsibilities

Assist consumer and business customers and lenders in their selection of various accounts, products and financial services available from the Bank; present cross-sell opportunities by applying professional sales techniques

Interview customers to obtain information; establish proper identification of new customers; determine need and extent of reference investigation; assist customers in completing consumer credit applications

Discuss and accept merchant card applications for submission to the BankCard Services Department

Make decisions regarding the opening of new accounts; assign account numbers; complete forms requiring customer signature(s); verify credit history; accept initial deposits; prepare all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.Order customer checks, endorsement stamps and deposit slips

Discuss, prepare agreements for treasury management products. Gather the appropriate documentation for services requested, have signed and return to main office for review and approval

Set up approved treasury management services on the various systems. Assist with training clients on the products

Perform safe deposit duties by opening accounts, controlling access, assisting customers and assisting with performing audits as needed

Process funds received from customer through tellerline for initial deposits; determines funds availability and obtains receipt for customer. Place appropriate holds when necessary following the regulation guidelines to ensure compliance is met

Gather data and process various reports and callbacks. Send new account Thank You card. Complete BSA and Risk Ratings for each account holder, complete the On-Boarding forms

Accept new Visa Debit card application requests, and/or overdraft protection requests.Send documentation to main office for approval. Set up card in the Cardbase system

Operate personal computer to process account activity; determine balances and resolve problems within given authority

Provide effective customer service by answering customer questions; investigates and correct errors; and resolves problems or other issues

Provide support to all assigned areas of branch operations where service or assistance is needed, including teller, vault teller, ATM, safe deposit, and bank by mail deposits

Assist with daily balancing of ATM, adding cash when needed, processing on-us deposits

Monthly: assist with teller audits and security audits

Make transfers for clients, when appropriate

Receive and processes stop payment requests

Order checks, deposit slips and endorsement stamps

Report System - review, print, record, file, update information as assigned

Perform all teller duties to include, but not limited to; processing deposits, withdrawals, stop payments, place appropriate holds of deposits when necessary, balancing teller drawer, transfer of funds, and research

Assist with opening and closing the vault(s) daily, assist in balancing vault currency

Issue official checks following bank procedures

Qualification

Computer operation skillsMath skillsMS WordMS ExcelTyping skillsSocial skillsFollow-through skillsEffectiveness under pressurePrioritizationDependabilityPatienceOrganizational skillsTime managementVerbal communicationWritten communicationAttention to detailTeamworkConfidentialityFlexibility

Required

Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs, including MS Word and Excel

Skills in operating telephone switchboard equipment

Intermediate typing skills

Knowledge of general office practices

Courteous social skills to welcome visitors in a business environment

Strong math skills; calculate interest and balance 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