Financial Services Representative

5 days ago


Mesquite, Texas, United States American National Bank of Texas Full time

The Financial Services Representative is a key role at American National Bank of Texas, responsible for delivering exceptional customer service and sales expertise to our clients. This individual will engage with customers, develop relationships, and provide solutions to their financial needs. Key responsibilities include:

  • Opening deposit accounts and ancillary deposit services
  • Processing paying and receiving transactions
  • Balancing transactions and cash, ensuring accuracy and compliance
  • Identifying customer expansion opportunities and referring customers to relevant bank associates
  • Performing account maintenance and related activities
  • Ensuring adherence to internal controls and regulatory requirements

Qualifications:

  • High School diploma or equivalent
  • Minimum of two years of retail/sales or banking experience
  • Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems

Skills:

  • 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

ANBTX values candidates who are fluent in English and Spanish and encourages them to apply.



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