Native American Bank, N.A. · 1 day ago
Financial Service Representative I
Native American Bank is a one-of-kind institution that is an Agent of Change for Native Communities. The Financial Services Representative role focuses on delivering excellent customer service in banking, including transaction handling, account management, and compliance with policies.
BankingFinanceFinancial Services
Responsibilities
Demonstrates working knowledge and is compliant of all company policies and related procedures and regulations
Provides an elevated level of customer service, in person, by phone and email, and assists with resolving issues, banking and financial education and transactional research
Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately
Assists in daily in-branch responsibilities to review specific reports sent by the Deposit Operations Department including, the Non-Sufficient Funds, Non-Post, Substitute Checks, and Dormant/Upcoming Dormant Accounts
Opens and maintains a variety of account products including consumer and business checking and savings accounts and Certificates of Deposits
Familiar with and complies with CIP requirements; verifies and updates customer identification program information to maintain data accuracy
Familiar with consumer and business deposit suites, to include cash management services, including benefits, services charges, and restrictions
Identifies and escalates observed customer and working environment issues to senior branch staff to seek issue resolution and guidance
Completes required training within established timelines to support ongoing development (Reg U, JH University, internal recorded training)
Conducts interaction with peer group and interdepartmental staff in a courteous and professional manner providing prompt, efficient, and accurate service
Takes initiative to familiarize oneself with an understanding of our digital banking tools (Online eBanking, Mobile App, Debit Card and ATM products)
Demonstrates a willingness to assist Subject Matter Experts or product managers on updated branch initiatives or enhancements to procedures
Auditing retention files to ensure account documentation has been successfully imaged to our core system
Determines and assists with changes to branch security including an update of signals for opening and closing procedures and tasked with communication of updates to internal staff
Recommends and implements solutions based on analysis of issues and implications for the bank and clients; identifies emerging issues and trends to inform decision making. Contributes and participates in meetings such as All Hands Call to establish accountability and knowledge around branch processes and procedures
Performs other related duties as necessary or assigned
Qualification
Required
Bachelor's degree or equivalent work experience in bank/branch operations or related field
A minimum of two years' experience in financial services, banking, or sales
Possesses a thorough understanding of standard banking principles and branch operations, including deposits, sales, customer service and transaction processing
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite or related software
Ability to work independently and in a fast-paced environment
Ability to anticipate work needs and interact professionally
Excellent organizational skills and attention to detail
Benefits
Competitive salary and benefit package
Professional development opportunities
Health, Dental and Vision Insurance
Health Savings Account with company contribution
Employer paid Short-term and Long-term disability insurance
Employer paid Life Insurance
401(k) plan and matching
RTD Eco Pass (Denver) / ORCA (Seattle)
Pet Insurance
Paid Time Off
Volunteer Time Off
Company
Native American Bank, N.A.
Chartered as a national community development focused bank, Native American Bank is also a certified Community Development Financial Institution (CDFI) and is headquartered in Denver, Colorado.
Funding
Current Stage
Growth StageTotal Funding
$5.96MKey Investors
Community Development Financial Institutions FundNative American Capital
2023-04-10Grant· $4.96M
2019-09-15Debt Financing· $1M
Recent News
Seattle TechFlash
2025-09-15
2025-09-12
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