Banking Sales & New Accounts Specialist

American National Bank Of Texa; Kaufman (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

American National Bank of Texas is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, professional customer service with a sales mindset. You will handle in-branch and phone interactions, open new accounts, process transactions, and refer customers to related banking services to grow relationships.

The role emphasizes strong communication, initiative, and the ability to cross-sell banking products while maintaining accuracy and confidentiality in a fast-paced team

Qualifications

• High School diploma or GED is required.
• Minimum of two years of retail/sales or banking experience is 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

Interpersonal communication

Written communication

Organizational skills

Teamwork

Confidentiality

Bilingual English/Spanish

Fast-paced adaptability

Lifting up to 30 lbs

Education

High School diploma or GED

Tools

Microsoft Office Suite

Job description

American National Bank of Texas is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, professional customer service with a sales mindset. You will handle in-branch and phone interactions, open new accounts, process transactions, and refer customers to related banking services to grow relationships.

The role emphasizes strong communication, initiative, and the ability to cross-sell banking products while maintaining accuracy and confidentiality in a fast-paced team