Financial Associate (Full Time)
About the role
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.
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
- 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
Qualifications
A High School diploma or GED is required, along with a minimum of two years of retail/sales or banking experience. Basic knowledge of retail product philosophy, policy, procedures, documentation and systems is necessary, as well as some knowledge of retail products and services. Proven customer service and interpersonal skills are also required, along with effective selling, cross-selling and referral 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
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Lifting in an office setting may be required up to 30 lbs.