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

American National Bank of Texas • Sachse, TX

4d

About The Position

The Financial Associate (Teller/New Accounts) provides a consistent, positive, and professional customer service experience, demonstrating sales proficiency in person and over the phone. The role builds relationships with customers and internal bank personnel, handles customers’ initial needs, assists with opening new accounts, performs routine teller transactions, cross-sells bank products and services, and refers customers to other lines of business or associates to expand new and existing relationships. This universal role offers an opportunity to broaden banking knowledge or begin a career in the financial industry.

The position requires strong communication skills, initiative, personal and professional growth, and an existing or developing sales mentality. The role is part-time at 20 hours per week.

Requirements

• High school diploma or GED.
• At least two years of retail, sales, or banking experience.
• Demonstrated experience with Microsoft Office Suite.
• Excellent interpersonal, communication, and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to work in a fast-paced, team-oriented environment.
• Ability to maintain confidentiality.
• Strong communication skills, initiative, and a sales mentality or willingness to develop one.

Nice To Haves

• Basic knowledge of retail product philosophy, policies, 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.
• Fluency in English and Spanish is encouraged, but is not a requirement unless specifically stated in a posting.

Responsibilities

• Open deposit accounts and provide ancillary deposit services.
• Process paying and receiving transactions.
• Balance transactions and cash, ensuring paper documentation, negotiability, and an adequate audit trail.
• Identify customer expansion opportunities and refer customers to appropriate bank associates.
• Perform account maintenance and related activities.
• Follow established internal controls and regulatory requirements to ensure compliance.
• Meet service standards in person and over the phone to provide consistent customer service.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED