Talent.com
Financial Associate (Part-Time, 30 Hours / Week) - Travel / Floater

Financial Associate (Part-Time, 30 Hours / Week) - Travel / Floater

American National Bank of TexasRockwall, TX, United States
30+ days ago
Job type
  • Part-time
Job description

Description

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. They must also enjoy handling customers' initial needs, assist with opening new accounts, conduct routine paying / receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.

Responsibilities include :

  • 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 :

  • 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
  • Travel to various banking center locations required.
  • 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.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    Create a job alert for this search

    Financial Associate • Rockwall, TX, United States

    Related jobs
    • Promoted
    Driver - Make Money On Your Schedule

    Driver - Make Money On Your Schedule

    UberPrinceton, TX, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 30+ days ago
    • Promoted
    Drive on Your Schedule

    Drive on Your Schedule

    UberWest Tawakoni, TX, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Associate (Full Time)

    Financial Associate (Full Time)

    American National Bank of TexasAllen, TX, United States
    Full-time
    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 ...Show moreLast updated: 28 days ago
    • Promoted
    2026 | Americas | Dallas Metro Area | Wealth Management, Private Wealth Management | Summer Associate

    2026 | Americas | Dallas Metro Area | Wealth Management, Private Wealth Management | Summer Associate

    Goldman SachsDallas, TX, US
    Full-time
    Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM. You will be fully immersed in our day-to-day activities...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $966 per week in Greenville, TX

    Travel Physical Therapist (PT) - $966 per week in Greenville, TX

    AlliedTravelCareersGreenville, TX, US
    Full-time
    AlliedTravelCareers is working with Windsor Healthcare Recruitment Group, Inc.Physical Therapist (PT) in Greenville, Texas, 75401!. PT needed in Dallas, TX; will consider new grad.About Windsor Heal...Show moreLast updated: 7 days ago
    • Promoted
    Financial Planning & Analysis Associate

    Financial Planning & Analysis Associate

    HomeboundDallas, TX, US
    Full-time
    As the FP&A Associate at Homebound, you will be in a unique position to empower decision makers across the company by building and scaling our financial planning, forecasting, and reporting efforts...Show moreLast updated: 2 days ago
    • Promoted
    Associate - FAS

    Associate - FAS

    HuntingtonDallas, TX, US
    Full-time
    As an associate on the FAS team, you will help develop solutions to the financial and operational challenges facing our clients and improving their overall performance. You will rely on your analyti...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationRockwall, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 22 days ago
    • Promoted
    Travel Physical Therapist (PT) - $1,911 to $2,118 per week in Canton, TX

    Travel Physical Therapist (PT) - $1,911 to $2,118 per week in Canton, TX

    AlliedTravelCareersCanton, TX, US
    Full-time
    AlliedTravelCareers is working with LRS Healthcare to find a qualified Physical Therapist (PT) in Canton, Texas, 75103!.Ready to start your next travel adventure? LRS Healthcare offers a full benef...Show moreLast updated: 30+ days ago
    • Promoted
    Part-time gig : Earn at least $1780 in your first 160 trips.

    Part-time gig : Earn at least $1780 in your first 160 trips.

    UberCommerce, TX, United States
    Full-time +1
    Earn at least $1780 driving with Uber when you complete your first 160 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show moreLast updated: 11 days ago
    • Promoted
    Financial Advisor Associate

    Financial Advisor Associate

    Ameriprise FinancialPlano, TX, US
    Full-time
    Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing cli...Show moreLast updated: 2 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationRockwall, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 22 days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationRockwall, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 22 days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,076 to $2,229 per week in Greenville, TX

    Travel Physical Therapist (PT) - $2,076 to $2,229 per week in Greenville, TX

    AlliedTravelCareersGreenville, TX, US
    Full-time
    AlliedTravelCareers is working with Host Healthcare to find a qualified Physical Therapist (PT) in Greenville, Texas, 75402!. Host Healthcare is an award-winning travel healthcare company with an im...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,184 to $2,384 per week in Canton, TX

    Travel Physical Therapist (PT) - $2,184 to $2,384 per week in Canton, TX

    AlliedTravelCareersCANTON, TX, US
    Full-time +1
    AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in CANTON, Texas, 75103!. Looking for a change of scenery and a chance to help others? Join J...Show moreLast updated: 30+ days ago
    • Promoted
    Choose your own schedule - Drive with Uber

    Choose your own schedule - Drive with Uber

    UberTrenton, TX, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationRockwall, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 22 days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationRockwall, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 22 days ago