Financial Associate: Grow Relationships & Open Accounts

CMYK-WHT midnight background; Rockwall (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

CMYK-WHT midnight background seeks a Financial Associate (Teller/New Accounts) to provide a consistent, professional customer service experience and a strong sales mindset, in person and by phone. You will be involved in opening new accounts, handling teller functions, and cross-selling bank products.

The role emphasizes effective communication, relationship development with customers and staff, and adherence to internal controls and regulatory requirements.

Qualifications

• High School diploma or GED is required.
• Minimum two years of retail/sales or banking experience.
• 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.

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

Interpersonal skills

Communication skills

Mathematical skills

Negotiation skills

Attention to detail

Education

High School diploma or GED

Tools

Microsoft Office Suite

Job description

CMYK-WHT midnight background seeks a Financial Associate (Teller/New Accounts) to provide a consistent, professional customer service experience and a strong sales mindset, in person and by phone. You will be involved in opening new accounts, handling teller functions, and cross-selling bank products.

The role emphasizes effective communication, relationship development with customers and staff, and adherence to internal controls and regulatory requirements.