Bilingual Banking Associate — New Accounts & Sales

American National bank of Texas; Plano (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

American National Bank of Texas is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, professional customer service and drive sales in person and by phone. You will open deposits, process transactions, and refer customers to specialists to expand relationships.

The ideal candidate has at least two years in retail or banking, strong communication skills, proficiency with MS Office, and the ability to balance cash while maintaining compliance.

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.
• Bilingual (Spanish) language 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

Interpersonal communication

Written communication

Organizational skills

Teamwork / fast-paced environment

Confidentiality

Lifting (up to 30 lbs)

Education

High School diploma or GED

Job description

American National Bank of Texas is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, professional customer service and drive sales in person and by phone. You will open deposits, process transactions, and refer customers to specialists to expand relationships.

The ideal candidate has at least two years in retail or banking, strong communication skills, proficiency with MS Office, and the ability to balance cash while maintaining compliance.