Financial Associate (Full Time)

About the role

The Financial Associate (Teller/New Accounts) provides a consistent, positive, and professional customer service experience, demonstrating a high level of sales proficiency in person and on the phone. This role involves engaging and developing relationships with customers and internal bank personnel, requiring strong communication skills, initiative, and a sales-oriented mindset. The position handles initial customer needs, assists with opening new accounts, conducts routine teller functions, cross-sells bank products, and refers customers to other lines of business to expand relationships. This universal role offers opportunities to expand banking knowledge or launch a successful career in the financial industry.

Responsibilities

• Open deposit accounts and ancillary deposit services.
• Process paying and receiving transactions.
• Balance transactions and cash, ensuring proper documentation and audit trails.
• Uncover customer expansion opportunities and refer customers to appropriate bank associates.
• Perform account maintenance and related activities.
• Adhere to internal controls and regulatory requirements to ensure compliance.
• Meet service standards in person and on the phone, delivering consistent customer service.

Qualifications

• 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 (preferred).

Skills

• Demonstrated experience with Microsoft Office Suite.
• Excellent interpersonal, verbal, and written communication skills.
• Solid organizational skills and attention to detail.
• Ability to work in a fast-paced, team-oriented environment.
• Demonstrated ability to maintain confidentiality.
• Lifting up to 30 lbs in an office setting may be required.

ANBTX strongly encourages candidates fluent in both English and Spanish to apply.