Relationship Banker & Financial Solutions Specialist

American National bank of Texas; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

The American National Bank of Texas in Dallas seeks a Financial Specialist to deliver a positive customer experience and sales proficiency in person and on the phone. You will open deposits, offer loans, and refer complex requests to specialists, all on-site.

You will build relationships, ensure accurate cash handling, and follow up to enhance retention. Strong communication and MS Office skills are essential, with overtime likely.

Qualifications

• High school diploma or GED required.
• Paying and receiving experience; regulated environment familiarity.
• NMLS background requirements must be met.
• Up to 5 years in account opening or consumer lending.

Responsibilities

• Open deposit accounts and consumer loans.
• Cross-sell bank products and refer to proper staff.
• Work on physical bank premises.
• Build relationships with customers and follow up for retention.
• Monitor account management to minimize risk.
• Process paying and receiving transactions.
• Balance cash and maintain audit trail.
• Resolve customer service issues and outages.

Skills

Professional communication

Math skills

Calculator skills

MS Word

Overtime readiness

Education

High school diploma or GED

Tools

MS Excel

Job description

The American National Bank of Texas in Dallas seeks a Financial Specialist to deliver a positive customer experience and sales proficiency in person and on the phone. You will open deposits, offer loans, and refer complex requests to specialists, all on-site.

You will build relationships, ensure accurate cash handling, and follow up to enhance retention. Strong communication and MS Office skills are essential, with overtime likely.