Financial Associate (Full Time)

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 servicesProcessing paying and receiving transactionsBalancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trailUncovering customer expansion opportunities and referring customers to proper bank associatesPerforms account maintenance and related activitiesAdheres to established internal controls on regulatory requirements ensuring complianceMeets service standards both in person and on the phone, ensuring a consistent level of customer service is achievedQualifications:High School diploma or GEDMinimum of two years of retail/sales or banking experience requiredBasic 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 preferredSkills:Demonstrated experience with Microsoft Office SuiteExcellent interpersonal, communication skills, and written communicationSolid organizational skills and attention to detailAbility to work in a fast-paced, team-oriented environmentDemonstrated ability to maintain confidentialityLifting 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.

Created: 2025-02-15