Financial Associate (Part-Time, 20 Hours/Week)

CMYK-WHT midnight background; Sachse (TX); On-site; USD 21,000 - 28,000; Part time

Job summary

The Financial Associate (Teller/New Accounts) will deliver a positive customer experience with a sales mindset, handling in-branch transactions, opening new accounts, cross-selling products, and collaborating with bank staff to grow customer relationships.

This on-site, part-time role requires a high school diploma or GED and retail or banking experience, with strong communication and cross-selling abilities.

Qualifications

• High School diploma or GED.
• At least 2 years in retail/sales or banking.
• Familiar with retail products, strong customer service and basic math.

Responsibilities

• Open deposit accounts and related services.
• Process paying/receiving transactions.
• Balance cash and maintain audit trail.
• Identify expansion opportunities and refer to bank associates.
• Perform account maintenance.
• Follow internal controls and regulatory compliance.
• Meet service standards in person and by phone.

Skills

Microsoft Office Suite

Interpersonal skills

Written communication

Organizational skills

Teamwork

Confidentiality

Lifting 30 lbs

Education

High School diploma or GED

Job description

Job Category: Retail

Requisition Number: FINAN004729

• Part-Time
• On-site

Locations

Showing 1 location

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

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.