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

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

American National Bank of TexasKaufman, Texas, United States
1 day 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
  • 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, Texas, United States

    Related jobs
    • Promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitKaufman, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 30+ days ago
    • Promoted
    Driver - Make Money On Your Schedule

    Driver - Make Money On Your Schedule

    UberRosser, 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
    Part-time gig : Earn at least $1865 for your first 164 trips, guaranteed.

    Part-time gig : Earn at least $1865 for your first 164 trips, guaranteed.

    UberRosser, TX, United States
    Full-time +1
    Earn at least $1865 driving with Uber when you complete your first 164 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: 3 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: 30+ days ago
    • Promoted
    • New!
    Financial Planning Associate

    Financial Planning Associate

    VirtualVocationsDallas, Texas, United States
    Full-time
    A company is looking for an Associate Business Partner in Financial Planning & Analysis.Key Responsibilities : Develop detailed forecast models to support annual business planning and long-range p...Show moreLast updated: 14 hours ago
    • Promoted
    Licensed Marriage and Family Therapist (LMFT)- Outpatient

    Licensed Marriage and Family Therapist (LMFT)- Outpatient

    LifeStance HealthRosser, TX, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 28 days ago
    • Promoted
    Senior Associate, Private Equity Fund Services

    Senior Associate, Private Equity Fund Services

    Baker TillyFrisco, TX, US
    Full-time
    Senior Associate, Private Equity Fund Services.Baker Tilly's Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) ...Show moreLast updated: 30+ days ago
    • Promoted
    Luthier - Base Pay + Commissions

    Luthier - Base Pay + Commissions

    Guitar CenterCanton, TX, United States
    Full-time
    Why Guitar Center? Here’s just some of the rewards : .For our employees who are musicians we offer the unique opportunity of gig leave—take time off to share your music with the world and return to y...Show moreLast updated: 30+ 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
    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
    Associate Analyst - FP&A

    Associate Analyst - FP&A

    Energy TransferDallas, TX, US
    Full-time
    Summary : The Senior Analyst - Fp&A is responsible for tracking financial performance of Maintenance Capital expense, forecasting, and variance analysis. Assists and supports short and long-term Main...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationRowlett, 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: 26 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
    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: 26 days ago
    • Promoted
    Corporate Banking Associate - Mortgage Finance

    Corporate Banking Associate - Mortgage Finance

    Texas Capital BankDallas, TX, US
    Full-time
    Texas Capital is built to help businesses and their leaders.Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly expe...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Associate - Local

    Tax Associate - Local

    IntuitPalmer, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 22 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
    Part-time gig : Earn at least $1865 in your first 164 trips.

    Part-time gig : Earn at least $1865 in your first 164 trips.

    UberRosser, TX, United States
    Full-time +1
    Earn at least $1865 driving with Uber when you complete your first 164 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: 3 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: 26 days ago
    • Promoted
    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    IntuitPalmer, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 7 days ago