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Financial Associate (Full Time) - Travel Floater

American National Bank of TexasRockwall, TX

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Overview

Schedule
Full-time
Career level
Entry-level
Benefits
Career Development

Job Description

The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.

Responsibilities include:

  • Opening deposit accounts and ancillary deposit services
  • Processing paying and receiving transactions
  • Balancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
  • Uncovering customer expansion opportunities and referring customers to proper bank associates
  • Performs account maintenance and related activities
  • Adheres to established internal controls on regulatory requirements ensuring compliance
  • Meets service standards both in person and on the phone, ensuring a consistent level of customer service is achieved
  • Travel to different banking center locations required

Qualifications:

  • High School diploma or GED
  • Minimum of two years of retail/sales or banking experience required
  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems; some knowledge of retail products and services; proven customer service and interpersonal skills; effective selling, cross-selling and referral skills; strong mathematical, problem-solving, and negotiation skills preferred

Skills:

  • Demonstrated experience with Microsoft Office Suite
  • Excellent interpersonal, communication skills, and written communication
  • Solid organizational skills and attention to detail
  • Ability to work in a fast-paced, team-oriented environment
  • Demonstrated ability to maintain confidentiality
  • Lifting in an office setting may be required up to 30 lbs.

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.

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FAQs About Financial Associate (Full Time) - Travel Floater Jobs at American National Bank of Texas

What is the work location for this position at American National Bank of Texas?
This job at American National Bank of Texas is located in Rockwall, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at American National Bank of Texas?
Employer has not shared pay details for this role.
What employment applies to this position at American National Bank of Texas?
American National Bank of Texas lists this role as a Full-time position.
What experience level is required for this role at American National Bank of Texas?
American National Bank of Texas is looking for a candidate with "Entry-level" experience level.
What is the process to apply for this position at American National Bank of Texas?
You can apply for this role at American National Bank of Texas either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.