Sales-Focused Financial Associate: Teller & New Accounts

American National bank of Texas; Rockwall (TX); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

American National bank of Texas is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, high-quality customer service with a sales focus. You will open new accounts, process teller transactions, cross-sell products, and refer customers to other bank teams to grow relationships.

You will balance cash, maintain records, and follow internal controls while supporting customers in person and over the phone in a fast-paced, team-oriented environment. Bilingual Spanish desirable.

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.
• Bilingual (Spanish) language skills preferred.

Responsabilités

• 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

Connaissances

Interpersonal skills

Written communication

Customer service

Teamwork

Confidentiality

Attention to detail

Problem solving

Formation

High School diploma or GED

Outils

Microsoft Office Suite

Description du poste

American National bank of Texas is seeking a Financial Associate (Teller/New Accounts) to deliver consistent, high-quality customer service with a sales focus. You will open new accounts, process teller transactions, cross-sell products, and refer customers to other bank teams to grow relationships.

You will balance cash, maintain records, and follow internal controls while supporting customers in person and over the phone in a fast-paced, team-oriented environment. Bilingual Spanish desirable.