Talent.com
Financial Associate (Full Time)

Financial Associate (Full Time)

American National Bank of TexasKaufman, TX, United States
3 days ago
Job type
  • Full-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
  • 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 • Kaufman, TX, United States

    Related jobs
    • Promoted
    2026 | Americas |Dallas | Wealth Management, Financial Planning | Summer Associate

    2026 | Americas |Dallas | Wealth Management, Financial Planning | 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
    Associate, Underwriting

    Associate, Underwriting

    ORIX USADallas, TX, US
    Full-time
    Associate Underwriting Position.The Associate is responsible for processing and analytical duties supporting underwriting multifamily mortgage financing programs. The Associate must demonstrate atte...Show moreLast updated: 16 days ago
    • Promoted
    Senior, Financial Planning & Analysis Associate

    Senior, Financial Planning & Analysis Associate

    Symbiotic ServicesDallas, TX, US
    Full-time
    As the manager responsible for the team in this role, your key responsibilities will include : .Ensuring the provision of insightful and actionable financial analysis and reporting, highlighting key ...Show moreLast updated: 30+ days ago
    Financial Controller (U.S.-Based, Full-Time)

    Financial Controller (U.S.-Based, Full-Time)

    LearntasticDallas, TX, US
    Full-time
    Quick Apply
    Hybrid (needed for some meetings in Dallas, TX office, the rest of the time remote) Compensation : $40,000–$60,000 per year (based on experience) Experience : 10-15 years as Controller Re...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Associate (Full Time)

    Financial Associate (Full Time)

    American National Bank of TexasGreenville, 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: 9 days ago
    • Promoted
    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
    Part-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: 30+ days ago
    • Promoted
    Financial Planning & Analysis Associate

    Financial Planning & Analysis Associate

    Symbiotic ServicesDallas, TX, US
    Full-time
    Associate, Financial Planning And Analysis.As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and re...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, Underwriting

    Associate, Underwriting

    LumentDallas, TX, US
    Full-time
    Associate Underwriting Position.The Associate is responsible for processing and analytical duties supporting underwriting multifamily mortgage financing programs. The Associate must demonstrate atte...Show moreLast updated: 16 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
    Financial Associate (Part-Time, 20 Hours / Week)

    Financial Associate (Part-Time, 20 Hours / Week)

    American National Bank of TexasSachse, TX, United States
    Part-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: 30+ 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: 3 days ago
    • Promoted
    Associate, Strategic Financial Planning

    Associate, Strategic Financial Planning

    Leeward EnergyDallas, TX, US
    Full-time
    Associate, Strategic Financial Planning.LRE (Leeward Renewable Energy) is a high-growth renewable energy company forging a sustainable future through integrity, innovation, and positive impact.We o...Show moreLast updated: 30+ 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: 23 days ago
    • Promoted
    Financial Advisor - Texas Trust Credit Union

    Financial Advisor - Texas Trust Credit Union

    LPL FinancialDallas, TX, US
    Full-time
    Financial Advisor Texas Trust Credit Union.LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage locat...Show moreLast updated: 30+ days ago
    Associate Financial Planner

    Associate Financial Planner

    Cain Watters & Associates, LLCFrisco, TX, US
    Full-time
    Reporting to Financial Planners and Partners, the Associate Financial Planner is responsible for directly supporting the Planning Team with all aspects of the client relationship and implementation...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor Associate

    Financial Advisor Associate

    VanguardDallas, TX, US
    Full-time
    Vanguard Financial Advisor Opportunity.Vanguard is seeking talented Financial Advisors to join our dynamic team across four sites : Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.In this...Show moreLast updated: 30+ days ago
    • Promoted
    Senior. Associate, Financial Planning & Analysis - NYC or Dallas, TX

    Senior. Associate, Financial Planning & Analysis - NYC or Dallas, TX

    SantanderDallas, TX, US
    Full-time
    Senior Associate, Financial Planning & Analysis - NYC or Dallas, TX.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asse...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Portfolio Representative Full-Time Roles Starting in Spring 2026

    Associate Portfolio Representative Full-Time Roles Starting in Spring 2026

    CH RobinsonPlano, TX, US
    Full-time
    Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitme...Show moreLast updated: 22 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationMesquite, 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: 23 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: 23 days ago