Financial Associate

4 weeks ago


Canton, Texas, United States American National Bank of Texas Full time
Job Summary

The Financial Associate is a key role at American National Bank of Texas, responsible for delivering exceptional customer service and sales expertise to our clients. This position requires a strong ability to build relationships, communicate effectively, and provide solutions to customer needs.

Key Responsibilities
  • Customer Service: Provide a positive and professional customer experience, demonstrating a high level of sales proficiency in person and on the phone.
  • Relationship Building: Engage with customers and internal bank personnel to develop strong relationships and identify opportunities for growth.
  • Sales and Service: Cross-sell bank products and services, refer customers to other lines of business, and assist with opening new accounts.
  • Transaction Processing: Process paying and receiving transactions, balance transactions, and ensure compliance with internal controls and regulatory requirements.
Requirements
  • Education: High School diploma or GED.
  • Experience: Minimum of two years of retail/sales or banking experience required.
  • Skills: Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems; strong mathematical, problem-solving, and negotiation skills.
Preferred Qualifications
  • Language Skills: Fluency in English and Spanish is strongly encouraged.
  • Technical Skills: Demonstrated experience with Microsoft Office Suite.

At American National Bank of Texas, we value our employees and offer a dynamic work environment. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.



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