Financial Associate (Full Time) - Travel/Floater

Ultipro; 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

Job Category: Retail

Requisition Number: FINAN004715

• Full-Time
• On-site

Locations

Showing 1 location

Rockwall, TX 75032, USA

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
• Travel to different banking center locations required

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 organizationalskills 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.