Financial Associate
American National Bank of Texas · Crandall, TX · 4 mo ago
On-siteFinanceFull-time
Responsibilities
- 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
- Performing account maintenance and related activities
- Adhering to established internal controls on regulatory requirements ensuring compliance
- Meting service standards both in person and on the phone, ensuring a consistent level of customer service is achieved
Qualifications
- A high school diploma or GED
- Minimum of two years of retail/sales or banking experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Proven customer service and interpersonal skills
- Effective selling, cross-selling and referral skills
- Strong mathematical, problem-solving, and negotiation skills
Skills
- Demonstrated experience with Microsoft Office Suite
- Excellent interpersonal, communication skills, and written communication
- Solid organizational skills and attention to detail
- Ability to work in a fast-paced, team-oriented environment
- Demonstrated ability to maintain confidentiality
Benefits
- Lifting in an office setting may be required up to 30 lbs.