Financial Associate (Full 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
• 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

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
• Lifting in an office setting may be required up to 30 lbs.

Benefits

• 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