Customer-Driven Banking Specialist: Teller & New Accounts

American National Bank Of Texa; Rockwall (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Ultipro is seeking a Financial Associate (Teller/New Accounts) in Rockwall, TX. The role emphasizes delivering consistent customer service with a sales mindset, handling teller duties, and opening new accounts.

The position involves cross-selling bank products, referring customers to other lines of business, and traveling to different banking centers as needed. Strong communication and bilingual abilities are a plus.

Qualifications

• High School diploma or GED required.
• Minimum two years of retail/sales or banking experience.
• Excellent communication and interpersonal skills, ability to cross-sell and refer customers.

Responsibilities

• Open deposit accounts and ancillary services.
• Process paying and receiving transactions.
• Balance transactions and maintain audit trail.
• Identify expansion opportunities and refer to bank associates.
• Perform account maintenance and related activities.
• Adhere to internal controls and regulatory requirements.
• Meet service standards in person and by phone.
• Travel to different banking center locations required.

Skills

Microsoft Office

Communication

Organizational skills

Confidentiality

Teamwork

Customer service

Bilingual (English/Spanish)

Education

High School diploma or GED

Job description

Ultipro is seeking a Financial Associate (Teller/New Accounts) in Rockwall, TX. The role emphasizes delivering consistent customer service with a sales mindset, handling teller duties, and opening new accounts.

The position involves cross-selling bank products, referring customers to other lines of business, and traveling to different banking centers as needed. Strong communication and bilingual abilities are a plus.