Banking Center Lead — Accounts & Service Expert

American National Bank; Terrell (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

American National Bank is seeking a Financial Specialist Lead to drive daily operational excellence in our banking center. You will process transactions, open deposit accounts, and deliver exceptional customer service while maintaining compliance with bank policies.

You will mentor teammates, assist with complex transactions, and collaborate with the banking center manager to ensure accurate service. A high school diploma and 4+ years of customer service in new accounts are required, with

Qualifications

• High school diploma or GED.
• 4+ years of customer service in new accounts and account opening.
• Ability to perform simple math and follow written instructions.

Responsibilities

• Processes transactions diligently and in accordance with established policies & guidelines.
• Balances transactions and cash substantiating transaction negotiability and an adequate audit trail.
• Balances end of day processes and teaches others to balance end of day processes.
• Makes decisions and approves higher level transactions and tasks within established guidelines.
• Uncovers customer expansion opportunities and refers customers to proper bank personnel.
• Assists customers with the opening of deposit accounts and ancillary deposit services.
• Performs account maintenance and thoroughly researches and resolves customer service issues as well as outages.
• Requires work on physical bank premises.

Skills

Excel

MS Word

Basic math

Education

High school diploma or GED

Job description

American National Bank is seeking a Financial Specialist Lead to drive daily operational excellence in our banking center. You will process transactions, open deposit accounts, and deliver exceptional customer service while maintaining compliance with bank policies.

You will mentor teammates, assist with complex transactions, and collaborate with the banking center manager to ensure accurate service. A high school diploma and 4+ years of customer service in new accounts are required, with