Financial Service Representative I

Summary

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 Tulalip, WA at this time

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.

Qualifications

• 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.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

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 EcoPass (Denver) ORCA (Seattle)
• Pet Insurance
• Paid Time Off
• Volunteer Time Off

Company Culture

Native American Bank is a full-service community bank committed to meeting the financial needs of individuals, businesses, and non-profits within the Native American community and beyond. Our focus is on delivering a personalized banking experience that honors cultural sensitivities. Since our founding in 2001, our mission has been to empower Native American and Alaskan Native individuals, enterprises, and governments by providing affordable and flexible banking and financial services tailored to their unique goals. We take pride in cultivating personal relationships with our customers while upholding the highest standards of professionalism. Our diverse range of services includes personal and business banking, lending solutions, and more, all designed to support our clients' aspirations.

At Native American Bank, we go beyond traditional banking by encouraging our employees to engage in community service through our Mission in Motion program. We believe in giving back and nurturing a collaborative spirit among our neighbors. By joining Native American Bank, you play a crucial role in helping our community thrive while ensuring that our financial practices are guided by our cherished traditional values.

Additional Information

• Pass background check prior to hire
• This position is 100% in office.

Please visit our careers page to see more job opportunities.