Banking Sales Associate: Teller & New Accounts

American National Bank Of Texa; Plano (TX); On-site; USD 34,000 - 48,000; Full time

Job summary

American National Bank Of Texa is seeking a Financial Associate (Teller/New Accounts) in Plano, TX. This role focuses on delivering consistent, professional customer service while achieving sales objectives through cross-selling bank products and services.

You will handle teller transactions, assist with opening new accounts, and refer customers to appropriate bank associates to grow relationships. Strong communication and teamwork are essential.

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

Responsibilities

• 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

Skills

Microsoft Office Suite

Interpersonal skills

Written communication

Attention to detail

Teamwork

Confidentiality

Physical ability

Education

High School diploma or GED

Job description

American National Bank Of Texa is seeking a Financial Associate (Teller/New Accounts) in Plano, TX. This role focuses on delivering consistent, professional customer service while achieving sales objectives through cross-selling bank products and services.

You will handle teller transactions, assist with opening new accounts, and refer customers to appropriate bank associates to grow relationships. Strong communication and teamwork are essential.