Financial Specialist Lead
American National Bank of Texas
Financial Specialist Lead
The Financial Specialist Lead is responsible for driving day-to-day operational excellence by keeping the banking center in compliance with all bank policies and procedures. The individual contributes to a positive customer experience by processing transactions, opening deposit accounts and delivering exceptional customer service. The individual has the opportunity to work closely with the banking center manager by mentoring other team members and assisting with complex transactions or problem resolution. Additionally, the individual will work collaboratively with the banking center team to ensure that our customers get access to experts who can help them with specialized financial needs. Additional duties are:
- Processes transactions diligently and in accordance with established policies & guidelines
- Balances transactions and cash substantiating transaction negotiability and an adequate audit trail
- Balances end of day processes and teaches other to balance end of day processes
- Makes decisions and approves higher level transactions and tasks within established guidelines
- Uncovers customer expansion opportunities and refers customers to proper bank personnel
- Assists customers with the opening of deposit accounts and ancillary deposit services
- Performs account maintenance and thoroughly researches and resolves customer service issues as well as outages
- Mentors/trains new employees
- Requires work on physical bank premises
Qualifications:
- High school diploma or GED
- 4+ years customer service in new accounts and account opening
Skills:
- Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills
- Must be able to do simple math and carry out written instructions
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- 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.
American National Bank of TexasVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Specialist Lead in Terrell, TX vacancy
- American National Bank of Texas is seeking a Financial Specialist Lead in Terrell, Texas, responsible for ensuring operational excellence and delivering exceptional customer service. This role involves processing transactions, mentoring team members, and resolving customer...SuggestedFlexible hours
- southern-multifoods in Terrell, Texas, is seeking a Restaurant Manager to ensure the efficient functioning of the restaurant. Responsibilities include overseeing operations, managing staff, and assuring adherence to quality standards. The ideal candidate will possess a ...Suggested
Southern Multifoods
Terrell, TX1 day ago - ...Team Lead The Team Lead assists in supervising and managing all day-to-day store operations while ensuring that 100% compliance exists with all established Company policies and procedures. Provides leadership, guidance and training to the store staff via direction...SuggestedFull timePart time
Rack Room Shoes
Terrell, TX2 days ago - Ross Stores in Terrell, Texas, is seeking an Area Supervisor responsible for store operations and supervising team members. You will ensure a safe shopping environment, manage customer service, and maintain operational efficiency. The ideal candidate will have strong communication...Suggested
Ross Stores, Inc.
Terrell, TX2 days ago - ...responsible for ensuring each customer's experience meets or exceeds expectations. Supervises the performance of entrusted Team Members and leads them to perform all tasks according to stands. Undertakes the duties and tasks assigned to the Team Members as and when required to...SuggestedWeekly payImmediate startShift work
Whataburger
Terrell, TX2 days ago $25 - $50 per hour
...Role Overview TSA is accepting applications for Lead and Supervisory Transportation Security Officers at airports in Terrell. These roles are ideal for individuals looking to step into leadership positions within airport security operations. TSA provides training to...Shift workNight shiftWeekend workAirport Security Careers
Terrell, TX13 days ago- ...Shop Lead Diesel Mechanic Reports To: Maintenance Manager As a Lead Diesel Truck/Trailer Lead Maintenance Mechanic at Ecowaste Solutions, you will be performing preventative maintenance and repairs on tractor and trailer equipment. Your responsibilities will include...Weekly pay
Cards Recycling
Terrell, TX2 days ago - A national financial institution is seeking a Chief Risk Officer responsible for directing the risk management function, including developing policies and leading risk committees. The role requires a Bachelor's degree, significant experience in risk management within financial...Full time
- Taco Cabana is seeking a Shift Leader in Terrell, Texas to assist the management team in achieving operational goals. This role involves supervising hourly team members, ensuring product quality, and providing excellent guest service. The ideal candidate will have at least...Hourly payShift work
- ...procedures and comply with all requirements of the quality systems manual, operating and technical procedures and workplace instructions. Lead and/or train work group by coordinating, delegating, and checking individuals work. Demonstrate equipment operations, work...Temporary workShift workNight shiftWeekend work
- Panda Restaurant Group Inc. in Terrell, Texas, is seeking a Shift Lead to support management and create a vibrant environment for guests. You'll gain valuable skills in store operations and cooking Panda favorites while leading your team effectively. This role offers flexible...Full timeFlexible hoursShift work
- Brookshire Grocery Company is seeking a Bakery team member to ensure baked goods are prepared and displayed according to standards and to support profitability through strong customer service. You will train partners, manage inventory, and collaborate with upper management...
- The Home Depot is seeking a Department Supervisor to lead, train, coach and develop associates across multiple departments, ensuring customers receive excellent service and can easily find merchandise. You will contribute to operational and merchandising decisions with...
$19.5 - $32.5 per hour
Walmart Supercenter #265 in Terrell, TX is hiring stocking associates. You will unload trucks, stock freight, and work primarily in the backroom. Applicants must be able to lift objects over 50 pounds and may need to operate heavy equipment such as forklifts. This full-...Hourly payFull time- ...Ontario Trillium Foundation is hiring Shift Managers in Terrell, Texas. In this role, you will support general managers to lead teams, ensuring smooth service and a fun atmosphere. Ideal candidates are at least 18 years old, have reliable transportation, and possess a...Shift work
Ontario Trillium Foundation
Terrell, TX2 days ago - South Plains Community Action Association in Terrell, TX is seeking a Nutritionist to provide WIC participant counseling and nutrition education. Requires a B.S./B.A in Nutrition or Dietetics, or a related field with 24 semester hours in Food and Nutrition. You will authorize...Night shift
- Texas Health and Human Services in Terrell is looking for a dedicated professional to develop and implement hospital-wide recreational activity programs. Responsibilities include providing training to therapists and maintaining therapeutic supplies. The ideal candidate ...
- Oldcastle BuildingEnvelope is seeking a Maintenance Supervisor to lead a maintenance team across extrusion, anodizing operations, and related processes. You will drive proactive maintenance, manage reactive repairs, and partner with leadership to improve MTBF and downtime...
$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....Work at officeWork from homeFisher Investments
Terrell, TX3 days ago- ...market data, and create ongoing reporting to measure success while working with IT to expand data needs. The role requires 10-15 years of marketing analytics in financial services, with a strong emphasis on communication and #J-18808-Ljbffr American National Bank of Texas
- ...performance bonuses, Paid parental leave, Tuition reimbursement, Stock program, Scholarships and more.Basic Job Functions:FUNCTIONS Lead themselves and a team of 4 coordinators, 1 EHS admin, and 2-3 EHS Techs in the following responsibilities.Build strong relationships...Local areaShift workWeekend work
$24.1 - $40.87 per hour
...Lead Technician Sign-on bonus of $2,000 (for first-time hires) The Lead Technician position requires your experience and technical expertise to diagnose drivability and electrical systems, while using your leadership and mentoring skills in driving a team toward increased...Daily paidMinimum wagePrice workTemporary workLocal areaRelocation packageFlexible hours- A leading surveying firm is seeking an experienced Professional Land Surveyor (RPLS/PLS) to support operations across Texas. Responsibilities include overseeing survey projects, managing field crews, and ensuring quality control. The ideal candidate will have a strong background...Remote job
- Panda Restaurant Group, Inc. is seeking a Shift Lead to support management in delivering Panda’s mission with passion and heart. You will lead the team during shifts, help create a welcoming guest experience, and gain hands-on experience in cooking Panda favorites while...Shift work
- ...a Bachelor's degree in Marketing or Analytics and have 10-15 years of marketing analytics experience, particularly in banking or financial services. Familiarity with CRM tools like CRMBI, Alteryx, and Power BI is preferred. Strong communication and organizational skills...
- ...the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for...Temporary workStart working todayMonday to FridayFlexible hours
Copeland
Forney, TX2 days ago - ...Maintenance Program Lead - Position available upon successful award of contract Fort Stewart & Hunter Army Airfield (HAAF), Georgia | Full-Time Choctaw Defense Services (CDS) Support Mission Success. Lead with Confidence Choctaw Defense Services (CDS) is...Full timeContract workFor contractors
Choctaw Global
Forney, TX2 days ago $15 - $17 per hour
...Shift Lead 1 Founded in 1963, Leslie's is the largest and most trusted direct-to-consumer brand in the U.S. pool and spa care industry. We serve the aftermarket needs of residential and professional consumers with an extensive and largely exclusive assortment of essential...Hourly payShift workLeslie's Poolmart, Inc.
Forney, TX3 days ago- ...reimbursement, Stock program, Scholarships and more. Basic Job Functions: Must be able to demonstrate the ability to initiate, lead and uphold safety policies, procedures, and housekeeping standards. A commitment to Safety, Environmental, Quality,...Full timeNight shift
Nucor Corporation
Terrell, TX6 days ago - .... We are committed to being America's best first job. Let's talk. Make your move. See a day in the life of a Guest Experience Lead at McDonald's Requirements: We believe in letting you do you. If you're looking for a part-time job that supports your full-...Full timePart timeLocal area
McDonald's
Crandall, TX2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Specialist Lead. Be the first to apply!
Related searches