Financial Specialist Lead: Banking Center Mentor & Ops Expert

American National Bank of Texas; Hurst (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

American National Bank of Texas is seeking a Financial Specialist Lead to drive daily operational excellence in our banking center, process transactions, open deposit accounts, and deliver exceptional customer service.

You will mentor teammates, handle complex transactions, resolve issues, and collaborate with the banking center team to connect customers with experts for specialized financial needs.

Qualifications

• 4+ years of customer service in new accounts and account opening.
• Bilingual (Spanish) language skills preferred.
• Must be able to do simple math and carry out written instructions.

Responsibilities

• Process transactions diligently and in accordance with established policies & guidelines.
• Balance transactions and cash substantiating transaction negotiability and an adequate audit trail.
• Balance end of day processes and teach others to balance end of day processes.

Skills

Customer service

Bilingual Spanish

Education

High school diploma or GED

Tools

Microsoft Excel

Microsoft Word

Calculator

Job description

American National Bank of Texas is seeking a Financial Specialist Lead to drive daily operational excellence in our banking center, process transactions, open deposit accounts, and deliver exceptional customer service.

You will mentor teammates, handle complex transactions, resolve issues, and collaborate with the banking center team to connect customers with experts for specialized financial needs.