Banking Associate

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:

10/15/2026

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.