Banking Associate

AMG National Trust · Boulder, Colorado

FULL TIME

Job Description

POSITION

PURPOSE

To perform intermediate duties and support related to branch operational activities and financial services at our Boulder, CO location. Monday through Friday.

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, and 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.

Miscellaneous

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

Posting End Date

11/15/2026

Equal opportunity

AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

Company	AMG National Trust
Location	Boulder, Colorado
Type	FULL TIME
Niche	Full-time

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