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. Th…
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Full-time
high school
Posted 18d ago
~40 hrs/week
Responsibilities
The Financial Associate manages teller functions, processes paying and receiving transactions, and opens new deposit accounts. They are also responsible for cross-selling bank products and referring customers to other business lines to expand relationships.
Requirements
Candidates must have a high school diploma or GED and at least two years of retail, sales, or banking experience. Proficiency in Microsoft Office and strong interpersonal and mathematical skills are required.
Full job description
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, showing initiative, personal & professional growth along with having or developing 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 provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.
Responsibilities include:
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
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:
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
Skills:
Demonstrated experience with Microsoft Office Suite
Excellent interpersonal, communication skills, and written communication
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.
Since 1875, American National Bank of Texas (ANBTX) has been a community bank deeply involved with local business owners, possessing a clear understanding of their challenges, goals, and financial needs. We strive to build lifelong relationships by listening first and then building an integrated product and services mix from our portfolio, including cash management, merchant services and loans and lines of credit. The result? Empowered business customers who are successfully positioned for growth and stability, and ready to capture new business opportunities in the fast-moving North Texas market. Our commitment begins with our Relationship Managers, who are dedicated to customer success. It’s fulfilling work -- so much so that ANBTX has been named a Dallas Morning News "Top 100 Places To Work" for seven years in a row. Member FDIC.
Offices: 102 West Moore Avenue, Terrell, TX 75160-0040, US
How much do Finance & Accounting jobs in Texas pay?
Based on 3733 listings with disclosed salaries, most finance & accounting jobs in Texas pay between $65k–$187k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Texas right now?
There are currently 16,807 open finance & accounting positions in Texas listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Texas?
Companies currently hiring include JPMorganChase, Frost, Prosperity Bank, Bank of America, Wells Fargo, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Texas?
Yes — 4944 of the 16807 open finance & accounting positions offer remote or hybrid work (1719 remote, 3225 hybrid).
How do I apply for Finance & Accounting jobs in Texas?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.