American National Bank of Texas

Teller/New Accounts

2 weeks ago
Job ID
2017-2433
US-TX-Wylie
Wylie

Overview

Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

Responsibilities

The Financial Associate is responsible for providing a consistently positive and professional customer service experience demonstrating a high level of sales proficiency in person on the phone. Also, handling customers initial needs with opening deposit accounts, conducting routine paying and receiving functions, cross-selling bank products and services and directs customers to the appropriate personnel for further assistance.  Responsibilities include:

  • Opens deposit accounts and ancillary deposit services
  • Processes paying and receiving transactions
  • Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail
  • Uncovers customer expansion opportunities and refers customers to proper bank personnel
  • 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

Qualifications:

  • High School diploma or GED
  • 1 year of retail banking customer service experience consisting of a combination of paying & receiving or account opening experience

Skills:

  • 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
  • Excellent verbal and written communication
  • 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
  • Lifting in an office setting may be required up to 30 lbs.
  • Ability to move quickly between multiple workstations

 

Equal Opportunity Employer

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