Talent.com
serp_jobs.error_messages.no_longer_accepting
Financial Associate (Full Time)

Financial Associate (Full Time)

American National Bank of TexasKaufman, TX, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    serp_jobs.job_alerts.create_a_job

    Financial Associate • Kaufman, TX, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Associate (Full Time)

    Financial Associate (Full Time)

    American National Bank of TexasMesquite, Texas, United States
    serp_jobs.job_card.full_time
    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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    Financial Controller (U.S.-Based, Full-Time)

    Financial Controller (U.S.-Based, Full-Time)

    LearntasticDallas, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Hybrid (needed for some meetings in Dallas, TX office, the rest of the time remote) Compensation : $40,000–$60,000 per year (based on experience) Experience : 10-15 years as Controller Re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist (LMFT)- Outpatient

    Licensed Marriage and Family Therapist (LMFT)- Outpatient

    LifeStance HealthRice, TX, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Planning Specialist

    Financial Planning Specialist

    JobotPlano, TX, US
    serp_jobs.job_card.full_time
    Financial Planning Specialist Needed in North Dallas / / Great Compensation + bonus / / Growing Team / / Hybrid.This Jobot Job is hosted by : Stefan Woods. Are you a fit? Easy Apply now by clicking the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Global Finance Associate Attorney (Mid-Level to Senior)

    Global Finance Associate Attorney (Mid-Level to Senior)

    Direct CounselDallas, TX, US
    serp_jobs.job_card.full_time
    Global Finance Associate Attorney (Mid-Level to Senior).New York, Atlanta, Boston, Chicago, Dallas, Washington DC, Houston, Irvine, Los Angeles, Palo Alto, San Diego, San Francisco.Global Finance A...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Managing Associate

    Managing Associate

    Spectrum Financial GroupDallas, TX, US
    serp_jobs.job_card.full_time
    Are you a financial professional that has experience building a successful practice but also have a desire to be a leader within the financial services industry?. This may align with exploring a.You...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant

    Financial Consultant

    EmpowerGarland, TX, US
    serp_jobs.job_card.full_time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate, Underwriting

    Associate, Underwriting

    LumentDallas, TX, US
    serp_jobs.job_card.full_time
    Associate Underwriting Position.The Associate is responsible for processing and analytical duties supporting underwriting multifamily mortgage financing programs. The Associate must demonstrate atte...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate - FAS

    Associate - FAS

    HuntingtonDallas, TX, US
    serp_jobs.job_card.full_time
    As an associate on the FAS team, you will help develop solutions to the financial and operational challenges facing our clients and improving their overall performance. You will rely on your analyti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitPalmer, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    IntuitPalmer, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationAllen, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationRockwall, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Certified Surgical Tech / CST

    Certified Surgical Tech / CST

    UT Health AthensAthens, TX, US
    serp_jobs.job_card.full_time
    Join our team as a full-time, Certified Surgical Tech (CST) in Athens, TX.Thrive in a People-First Environment and Make Healthcare Better. We empower our team with career growth opportunities, tuiti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Seasonal Tax Associate - Local

    Seasonal Tax Associate - Local

    IntuitPalmer, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationRockwall, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Consumer Finance Associate Attorney

    Consumer Finance Associate Attorney

    Aligned Talent AcquisitionDallas, TX, US
    serp_jobs.job_card.full_time
    Consumer Finance Associate Attorney | Dallas, TX, Austin, TX, Houston, TX.A leading law firm has an immediate opening for a. This is an outstanding opportunity to work with a collaborative group han...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Portfolio Representative Full-Time Roles Starting in Spring 2026

    Associate Portfolio Representative Full-Time Roles Starting in Spring 2026

    CH RobinsonPlano, TX, US
    serp_jobs.job_card.full_time
    Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Settlements Associate

    Settlements Associate

    MoomooDallas, TX, US
    serp_jobs.job_card.full_time
    SEC registered broker-dealers alongside a cryptocurrency brokerage all operating under the reputable wing of Futu Holdings Limited (Nasdaq : FUTU). Our core mission revolves around innovating the in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationRockwall, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days