Summary
This is an Indian Preference position. You will serve as a Contact Representative supporting beneficiary inquiries, resolving account issues, processing trust fund transactions, and maintaining trust records for beneficiaries. You will coordinate with Tribal, Federal, and local partners. We expect to fill 4 vacancies, one in each of the following locations. Information about these locations can be found below: Pawnee, OK Fort Hall, ID Crownpoint, NM New Town, ND
Duties
Position Overview This position helps people understand and manage their financial trust accounts. You will be part of a team that provides clear information, answers questions, and helps individuals access the money or records they need. Much of your day will involve talking with beneficiaries, listening closely to their concerns, and guiding them through steps or forms with patience and care. You will review and process financial documents to make sure records are complete and accurate. This includes checking information, entering updates, and helping fix errors when they appear. You will also keep trust account files organized and protected so they remain complete and easy to use over time. A key part of this job is working with others. You will regularly connect with Tribal offices, federal staff, and local partners to share information, solve problems, and support beneficiaries. You may help gather records, prepare requests, and assist with outreach activities in the community. This work is important because it supports the long-term financial wellbeing of Tribal Nations and individual account holders. Whether you join at an entry level or at the full performance level, you will receive training and support to learn the processes, tools, and systems needed to grow in this role. Some of the major duties you will perform include but are not limited to the following: Support beneficiaries by answering questions and gathering information. You will listen to concerns, identify what is needed, research account details, and provide clear explanations that help people understand their trust accounts. Process trust fund transactions with care and accuracy. This includes reviewing financial documents, checking information, entering updates, and taking steps to correct errors when they appear. Maintain organized and complete trust account records. You will create, update, and safeguard files; record account activity; and ensure records follow privacy and information-protection requirements. Review and verify account activity. You will compare balances, look into past and current information, identify issues, and help ensure deposits and payments are recorded correctly. Help beneficiaries complete forms and access their account information. You will guide them through required steps, explain processes in everyday language, and offer support when forms or procedures feel unfamiliar. Work closely with Tribal, Federal, State, Municipal, and local partners. You will share information, resolve issues, coordinate services, and participate in outreach efforts that support beneficiaries and Tribal communities. Prepare and manage record requests. You will help gather records, submit retrieval requests to the American Indian Records Repository, and complete transfer forms so records remain preserved and accessible. Duties will be developmental in nature when filled below the full performance level. Bargaining Unit Status This position is covered by a Collective Bargaining Agreement. Applicants selected for this job will receive information about their bargaining unit rights during onboarding. Mission Connection This work directly supports the Bureau of Trust Funds Administration's commitment to provide trustworthy, accurate, and timely financial services to Tribal Nations and individual account holders. By helping beneficiaries understand their accounts, keeping records organized, and maintaining high standards of financial stewardship, you play an important role in upholding the Federal trust responsibility and supporting Tribal sovereignty and long-term financial wellbeing. You will be assessed in the following competencies (knowledge, skills, abilities, and other characteristics), for more details, see How You Will Be Evaluated section: Accountability Attention to Detail Customer Service Decision Making Flexibility Integrity/Honesty Interpersonal Skills Learning Reading Comprehension Reasoning Self-Management Stress Tolerance Teamwork
Requirements
Must be a U.S. Citizen or National. Appointment subject to background investigation and favorable adjudication. Males born after 12-31-59 must be registered for Selective Service. Direct Deposit participation required. Successfully pass the E-Verify employment verification check. To learn more, visit www.dhs.gov/EVerify/. Must have and maintain a valid driver's license throughout employment. You cannot hold an active real estate license, and you are prohibited from having any financial interest or owning stock in companies that have holdings or business interests involving federal lands. As a condition of employment for accepting this position, you will be required to serve a one-year probationary period or a two-year trial period (depending on selection eligibility) during which your fitness and whether your continued employment advances the public interest will be evaluated. Individuals appointed under Indian Preference in the excepted service (Schedule A, 5 CFR 213.3112(a)(7)) generally serve a two-year trial period (one year if veteran preference eligible). This probationary or trial period is an extension of the appointment process and therefore requires the agency to determine if continued employment would advance the public interest, meet the organization goals and mission of the agency, and/or otherwise promote the efficiency of the service. In determining if your employment advances the public interest, the agency will consider: your performance and conduct; the needs and interests of the agency; whether your continued employment would advance organizational goals of the agency or the Government; and whether your continued employment would advance the efficiency of the Federal service. Under applicable law, the employment of an individual serving a probationary or trial period automatically terminates when that period ends unless the agency affirmatively certifies, in writing, that the individual's employment should continue and that their appointment should be finalized. In the absence of agency action to affirmatively certify continued employment beyond the probationary or trial period, such appointments are terminated. Upon completion of your probationary or trial period, your employment will be terminated unless you receive certification, in writing, that your continued employment advances the public interest.
Education
You must submit a copy of your transcript(s) to support claimed education if substituting education for experience. Transcripts must include your name, school name, grades, credit hours earned, major(s), grade point average or class ranking, and date the degree was conferred, if applicable. A typed list of courses, grades, semester/quarter hours, GPA, etc. will not be accepted. Non-submission may result in being rated not qualified for the position. Unofficial transcripts are acceptable, but if you are selected for this position and you used your education to qualify, you must provide official transcripts before you begin work. Foreign Education: To receive credit for education completed outside the United States, you must show proof that the education has been submitted to a private organization that specializes in interpretation of foreign educational credentials and such education has been deemed at least equivalent to that gained in conventional U.S. education programs. Recognition of Foreign Qualifications | U.S. Department of Education. https://www.ed.gov/about/initiatives/international-affairs/recognition-of-foreign-qualification
How you will be evaluated
Your qualifications will be evaluated based on your application materials (e.g. resume, supporting documents), the responses you provide on the application questionnaire, and the result of any additional assessment(s) required for this position. Your resume must not exceed 2 pages. Only the document submitted as the "Resume" under the Documents section will be used to determine your qualifications/eligibility and for rating purposes. In the event you submit more than one resume, only the latest submission will be reviewed. Candidates will be rated and ranked using Category Rating procedures. These procedures place candidates with veterans' preference above non-preference eligibles within each category. Veterans with a service-connected disability of at least 10 percent are listed in the highest quality category, except when the position being filled is scientific or professional at the GS-09 grade level or higher. Indian Preference is also applied for positions within Indian Affairs, including the Bureau of Trust Funds Administration. When Indian Preference applies, qualified applicants who submit a valid Form BIA-4432 are considered before non-Indian applicants, consistent with the Indian Reorganization Act and 25 CFR Part 5. After the application of both Indian Preference and veterans' preference, candidates are evaluated and placed into the following categories: Best Qualified - applicants possessing experience that substantially exceeds the minimum qualifications of the position including all selective factors and are highly proficient in all requirements of the job and can perform effectively in the position. Well Qualified - applicants possessing experience that exceeds the minimum qualifications of the position including all selective factors and are proficient in most of the requirements of the job. Qualified - applicants possessing experience that meets the minimum qualifications of the position including all selective factors and are proficient in some, but not all of the requirements of the job. In addition to the application and minimum qualifications questionnaire, this position requires successful completion of the USA Hire Assessment, if required. The USA Hire Assessments includes a cut score based on the minimum level of required proficiency in these critical general competencies. You must meet or exceed the cut score to be considered. You will not be considered for the position if you score below the cut score or fail to complete the assessment. Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Cheating on an assessment may also result in your removal from consideration. Current or former displaced Federal employees who are surplus, displaced, or involuntarily separated have special priority selection rights under the Agency Career Transition Assistance Program (CTAP) or the Interagency Career Transition Assistance Program (ICTAP). To be considered under CTAP/ICTAP, you must be well-qualified, score at least 85 (i.e., meet the minimum qualification requirements, including any selective placement factors; education, and experience requirements), and be able to perform the duties of the position upon entry.