Financial Specialist Lead
About The Position
The Financial Specialist Lead is responsible for driving day-to-day operational excellence by keeping the banking center in compliance with all bank policies and procedures. The individual contributes to a positive customer experience by processing transactions, opening deposit accounts and delivering exceptional customer service. The individual has the opportunity to work closely with the banking center manager by mentoring other team members and assisting with complex transactions or problem resolution. Additionally, the individual will work collaboratively with the banking center team to ensure that our customers get access to experts who can help them with specialized financial needs.
Requirements
- High school diploma or GED
- 4+ years customer service in new accounts and account opening
- Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills
- Must be able to do simple math and carry out written instructions
Nice To Haves
- Fluent in English and Spanish
Responsibilities
- Processes transactions diligently and in accordance with established policies & guidelines
- Balances transactions and cash substantiating transaction negotiability and an adequate audit trail
- Balances end of day processes and teaches other to balance end of day processes
- Makes decisions and approves higher level transactions and tasks within established guidelines
- Uncovers customer expansion opportunities and refers customers to proper bank personnel
- Assists customers with the opening of deposit accounts and ancillary deposit services
- Performs account maintenance and thoroughly researches and resolves customer service issues as well as outages
- Mentors/trains new employees and shares the ANBTX culture
- Requires work on physical bank premises
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
