Financial Specialist Lead
American National Bank of Texas · Terrell, TX · 4 wk ago
On-siteFinanceFull-time
Duties
- Processes transactions diligently and in accordance with established policies & guidelines
- Balances transactions and cash substantiating transaction negotiability and an adequate audit trail
- Balances end of day processes and teaches other to balance end of day processes
- Makes decisions and approves higher level transactions and tasks within established guidelines
- Uncoverts customer expansion opportunities and refers customers to proper bank personnel
- Aids customers with the opening of deposit accounts and ancillary deposit services
- Performs account maintenance and thoroughly researches and resolves customer service issues as well as outages
- Mentors/trains new employees
Qualifications
- High school diploma or GED
- 4+ years customer service in new accounts and account opening
Skills
- Working knowledge of Microsoft Excel and MS Word
- Basic keyboarding and calculator skills
- Must be able to do simple math and carry out written instructions
Additional Duties
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- Lifting in an office setting may be required up to 30 lbs.