Financial Associate (Full Time)

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

Job summary

American National Bank of Texas is hiring a Financial Associate (Teller/New Accounts) to deliver a positive, professional customer experience and drive sales in person and by phone. This role develops relationships with customers and colleagues while handling deposits, new accounts and routine teller tasks.

The ideal candidate has strong communication, cross-selling aptitude, and the ability to refer customers to specialists.

Qualifications

• High School diploma or GED required.
• Minimum of two years of retail/sales or banking experience.
• Basic knowledge of retail product philosophy, policy, procedures, documentation.

Responsibilities

• Open deposit accounts and related services
• Process paying and receiving transactions
• Balance transactions with proper audit trail
• Cross-sell products and refer customers
• Maintain internal controls and regulatory compliance
• Deliver consistent service on phone and in person

Skills

Interpersonal communication

Written communication

Attention to detail

Microsoft Office

Teamwork

Education

High School diploma or GED

Job description

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 Include

• 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
• Bilingual (Spanish) language 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.