Banking Center Operations Lead - Financial Services

American National Bank Of Texa; Hurst (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

American National Bank Of Texa is seeking a Financial Specialist Lead to drive day-to-day operational excellence in our banking center. You will process transactions, open deposit accounts, and deliver exceptional customer service while mentoring teammates and assisting with complex transactions.

Collaborating with the banking center team, you will ensure customers access experts for specialized financial needs, adhere to bank policies, and contribute to a positive customer experience.

Qualifications

• High school diploma or GED is required.
• 4+ years of customer service experience in new accounts and account opening.

Responsibilities

• Process transactions diligently and in accordance with policies and guidelines.
• Balance transactions and ensure a valid audit trail.
• Balance end-of-day processes and train others to balance them.
• Make decisions and approve higher-level transactions within guidelines.
• Identify opportunity for customer expansion and refer to appropriate bank personnel.
• Assist customers with opening deposit accounts and related services.
• Perform account maintenance and resolve customer service issues, including outages.
• Work on physical bank premises.

Skills

Excel

MS Word

Calculator

Simple math

Education

High school diploma or GED

Job description

American National Bank Of Texa is seeking a Financial Specialist Lead to drive day-to-day operational excellence in our banking center. You will process transactions, open deposit accounts, and deliver exceptional customer service while mentoring teammates and assisting with complex transactions.

Collaborating with the banking center team, you will ensure customers access experts for specialized financial needs, adhere to bank policies, and contribute to a positive customer experience.