Financial Service Representative I

Native American Bank N A•Denver, CO

10d•$24 - $29•Onsite

About The Position

Native American Bank is a one-of-kind institution that is an Agent of Change for Native Communities. At our core, we are committed to the vision and mission of the Bank. We believe our employees are our greatest asset, and we are at our best through teamwork. We are seeking a dedicated and knowledgeable individual to join our team. The Financial Services Representative role focuses on delivering excellent customer service in banking, including transaction handling, account management, and compliance with policies. Responsibilities involve using digital banking tools, auditing records, resolving customer inquiries, and participating in ongoing training to enhance branch operations. This role is only open to candidates currently residing within a 45 miles radius from Denver, CO at this time.

Requirements

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.

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.