Financial Associate; Part-Time

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, show initiative, personal and professional growth, and develop 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 give an opportunity to continue building banking knowledge or launch into a successful career in the financial industry.

• 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
• Performing account maintenance and related activities
• Adhering to established internal controls on regulatory requirements ensuring compliance
• Meeting service standards both in person and on the phone, ensuring a consistent level of customer service is achieved

• 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

• Demonstrated experience with Microsoft Office Suite
• Excellent interpersonal, communication and written communication skills
• 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.

Entry level

Part‑time

Finance and Sales

Banking

Terrell, TX