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Form of work
SalaryThe Teller/New Accounts Financial Associate is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. The individual handles customers’ initial needs, opens deposit accounts, conducts routine paying and receiving functions, cross-sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional duties:
- Opens deposit accounts and ancillary deposit services
- Processes paying and receiving transactions
- Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
- Uncovers customer expansion opportunities and refers customers to proper bank personnel
- 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:
- High School diploma or GED
- Minimum of two years of retail/sales or banking experience required
- 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 preferred
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.
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.
