Financial Associate (Full Time)

American National bank of Texas; Allen (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

The American National bank of Texas is looking for a Financial Associate (Full Time) in Allen, TX. The role involves providing excellent customer service, engaging with clients, and assisting with opening new accounts while ensuring compliance with regulatory requirements.

Ideal candidates will have a High School diploma or GED, along with a minimum of two years of experience in retail or banking. A strong sales mentality and proficiency in Microsoft Office are essential for success in this position.

Qualifications

• Minimum of two years of retail/sales or banking experience.
• Proven customer service and interpersonal skills with effective selling abilities.
• Strong mathematical, problem-solving, and negotiation skills preferred.

Responsibilities

• Open deposit accounts and ancillary deposit services.
• Process paying and receiving transactions.
• Uncover customer expansion opportunities and refer customers to proper bank associates.
• Adhere to established internal controls and regulatory compliance.

Skills

Customer service skills

Sales proficiency

Microsoft Office Suite

Interpersonal communication

Organizational skills

Education

High School diploma or GED

Job description

Financial Associate (Full Time)

The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong "sales" mentality. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.

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

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

Skills

• Demonstrated experience with Microsoft Office Suite
• Excellent interpersonal, communication skills, and written communication
• Solid organizational skills and attention to detail
• Ability to work in a fast-paced, team-oriented environment
• Demonstrated ability to maintain confidentiality
• Lifting in an office setting may be required up to 30 lbs.

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.