Financial Specialist/Relationship Banker (NMLS)

On-siteFinanceFull-time

Provides a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone.
Handles customers’ initial needs, opens deposit accounts, offers consumer loans, conducts routine paying and receiving functions, cross‑sells bank products and services, and directs customers to appropriate personnel for further assistance.
Opens deposit accounts, consumer loans, and ancillary services.
Uncovers customer expansion opportunities and refers customers to proper bank personnel.
Requires work on physical bank premises.
Builds relationships with customers, acting in a consultative role and establishing a follow‑up plan to ensure continuing relationship and enhance customer retention.
Monitors and makes good decisions regarding customer account management to minimize risk from charge‑offs, overdrafts, and other transaction risk.
Performs account maintenance and related activities.
Researches and resolves customer service issues as well as outages in the bank.
Balances transactions and cash ensuring paper documentation, negotiability, and an adequate audit trail.
Processes paying and receiving transactions.

High school diploma or GED.
Up to 5 years of account opening and consumer lending experience (personal loans, refinances, HELOCs).
Paying and receiving experience; experience in a regulated environment.
Ability to meet associated background requirements for registration with NMLS.

Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; able to do simple math and carry out written instructions.
Ability for professional communication through a variety of delivery channels (oral, written, digital).
Work occasionally requires more than 40 hours per week to perform essential functions.
ANBTX strongly encourages candidates fluent in English and Spanish to apply; bilingual requirement will be posted separately when needed.

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