American National Bank of Texas

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Personal Banker/Financial Specialist I

Personal Banker/Financial Specialist I

Job ID 
Posted Date 
US-TX-Fort Worth
Location Name 
Fort Worth

More information about this job


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. 


The Banker/Financial Specialist is responsible for providing a consistently positive and professional customer service experience,  demonstrating a high level of sales proficiency in person and on the phone.  The individual handles customers’ initial needs, opens deposit accounts, offers consumer loans, conducts routine paying and receiving functions, cross sells bank products and services and directs customers to the appropriate personnel for further assistance. 

  • Opens deposit accounts, consumer loans, and ancillary 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
  • Researches and resolves customer service issues as well as outages in the bank
  • Monitors and makes good decisions regarding customer account management in order to minimize risk to the bank from charge-offs, overdrafts, and other transaction risk
  • Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and enhance customer retention



  • High school diploma or GED required; Bachelor’s degree in business, banking, or marketing preferred
  • Two years of customer service experience; and two years of account opening or two years consumer lending experience
  • Paying and receiving experience in a regulated environment preferred
  • Proven success in establishing new clients and revenue generation; proactive sales experience preferred


  • Excellent customer contact skills; strong listening skills; comfortable asking customers questions about their financial situation
  • Ability to present features and benefits of products and services to customers with differing needs
  • Working knowledge of Microsoft Excel and Word; basic keyboarding and calculator skills
  • Must be able to do simple math and carry out written instructions
  • Self-motivated, assertive, performs well in a team environment 
  • Understands how to interpret numbers, trends, and data to make effective decisions
  • Professional, thorough and organized; able to follow standard operating policies and procedures
  • Ability to learn products, services and procedures quickly and accurately and explain concepts clearly to customers
  • Ability to work branch hours including Saturday mornings
  • Lifting in an office setting may be required up to 30 lbs
  • Ability to move quickly between multiple workstations


 Equal Opportunity Employer