Financial Associate
American National Bank of Texas
Financial Associate (Teller/New Accounts)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 servicesProcessing paying and receiving transactionsBalancing transactions and cash ensuring paper documentation and negotiability and an adequate audit trailUncovering customer expansion opportunities and referring customers to proper bank associatesPerforms account maintenance and related activitiesAdheres to established internal controls on regulatory requirements ensuring complianceMeets service standards both in person and on the phone, ensuring a consistent level of customer service is achievedQualifications:High School diploma or GEDMinimum of two years of retail/sales or banking experience requiredBasic 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 preferredSkills:Demonstrated experience with Microsoft Office SuiteExcellent interpersonal, communication skills, and written communicationSolid organizational skills and attention to detailAbility to work in a fast-paced, team-oriented environmentDemonstrated ability to maintain confidentialityLifting 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.
$2,953.25 - $4,365.66 per month
...classifications; Eligibility Advisor, Medical Eligibility Specialist, and Hospital Based Worker that establish eligibility for different financial and medical programs. These include the Supplemental Nutrition Assistance Program (SNAP), Temporary Assistance for Needy Families...SuggestedFull timeTemporary workPart timeWork at officeRemote workMonday to FridayShift work- ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...SuggestedTemporary workWork experience placementImmediate start
- Texas Health and Human Services Commission (HHSC) AES division seeks an Eligibility Advisor I (Temporary) in Kaufman, TX to assess financial eligibility for SNAP, TANF, Medicaid, and related programs. The role includes paid training, telework eligibility, and a path to...SuggestedRemote jobFull timeTemporary work
- ...portfolio managers, and analystsProvides advice and guidance to loan officers regarding loan policies and procedures, credit analysis, financial statement evaluation, and credit investigations; may participate in training of loan officers and support lenders' adherence to...SuggestedWork experience placement
- ...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...SuggestedWork at office
- Loan Operations Servicing Specialist (Hotline) Job Category : Credit Operations Requisition Number : LOANO004684 Posted : August 6, 2026 Full-Time On-site Locations Showing 1 location Terrell Operations 200 North Catherine Terrell, TX 75160, USA Terrell Operations 200 ...Full timeWork at office
- ...opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and... ...transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or...Full timeLocal area
$45k - $55k
Career Team is a leading workforce development organization on a mission to transform lives. We blend cutting‑edge technology with compassionate, high‑touch services to drive real, measurable outcomes in the lives of job seekers across the country. At Career Team, we’re...Local areaFlexible hours- Part-Time Office Administrator Reports To: Community Manager Founded in 2008, YES Communities has established itself as a leader in the manufactured housing space. YES is the largest privately held manufactured housing REIT in the country. Our commitment to improving...Temporary workPart timeWork at officeWork from home
$45k - $55k
...as your job title, position, hire dates, compensation, performance and disciplinary records, and vacation and sick leave records; Financial information , such as banking details, tax information, payroll information, and withholdings; Health and Safety information ,...For contractorsSecond jobWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Associate. Be the first to apply!


