Financial Associate (Full Time)
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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 organizationalskills 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. 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. #J-18808-Ljbffr CMYK-WHT midnight background
- ## Relationship Banker IApply: McKinney, TX: Full time: Posted 2 Days Ago: R 06877## **Join Our Team!**We have a great team of friendly... ...the role.**We Offer:*** An award-winning culture where faith, financial well-being, personal development, and wellness are our...Full timeTemporary workShift work
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...Job Details Seniority level: Entry level Employment type: Full‑time Job function: Sales, Finance, and Customer Service Industries...Full timeWork at officeFlexible hours- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share... ...must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share... ...must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...client relationships. Provides financial solutions that meet client... ...requirements Ability to multi-task under time constraints Ability to travel... ...Preferred Qualifications Associate's degree or higher... ...based on date of hire and by full-time or part-time status) during...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how...Full timeInternshipLocal areaFlexible hours- ...Full-Time Teller McKinney - McKinney, TX 75070 Overview Position Type: Full Time Category: Banking Description Purpose: While projecting a professional image, assist customers by receiving and distributing money. Identify and resolve cash balancing errors...Full timeWork experience placement
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- ...accommodation or an alternative application process. WEALTH ADVISOR Full Time Plano, Texas, Plano, TX, US 5 days ago Requisition ID: 1040... ...at least 5 years of experience directly advising clients on financial planning and investment strategy, with a proven track record...Full timeWork at officeImmediate start
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- ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...effectively managing all of the risks associated with their business objectives and... ...on your eligibility, options for full-time employees include: medical/prescription...Full timeTemporary workPart timeWork at office
- Prosperity Bank in McKinney, TX is seeking a full-time Teller to deliver friendly, accurate cash handling and customer service. You will process deposits and withdrawals, cash checks, balance cash daily, and promote bank products. Strong math and communication skills are...Full timeShift workWeekend work
- Texans Credit Union in the Dallas metro area is seeking a full-time Teller at our Hardin Blvd branch in McKinney, TX. You will perform... ...background checks and drug screening are required. Prior experience in a financial institution is a plus. #J-18808-Ljbffr Texans-Credit-UnionFull time
$86.8k - $165.2k
...States of AmericaTime Type: Full timeDate Posted:2026-10-19 Country... ...for budget analysis, financial analysis, forecasting, reporting... ...Planning and establishment of time phased indirect expense and... ...limited to, the role, function and associated responsibilities, a candidate...Temporary workWork experience placementWork at officeRemote workRelocation packageFlexible hours- ...York Life in North Dallas. I have been in financial services 25+ years and still serve my own... ..., investments, and wealth transfer. Over time you build your own practice, with... ...a short-term gig Details: Frisco, TX | Full-time | Office in Frisco, client work in the...Full timeTemporary workWork at office
- ...union in Texas! We’re Texans Credit Union. We are a $2.4 billion financial institution making our members’ financial dreams come true for... ...others to truly make a difference! We’re currently seeking a full-time TELLER to join Team Texans at our Hardin Blvd branch located...Full timeNight shift
$65k - $120k
...Associate Financial Planner Reporting to Financial Planners and Partners, the Associate Financial... ...responsibilities and activities may change at any time with or without notice. Job... ...Type & Expected Hours of Work This is a full-time, exempt position. Days and hours of...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift3 days per week$60k - $150k
...help you learn and grow as a financial professional first. We’ll train... ...enter a specialized six-month Associate Partner training program. (1)... ...significant income potential over time, because our field managers’... ...make enough sales to become a full-time agent under a Training...Full timeContract workFor contractorsWork at office- ...to the Managing Partner, the Financial Planner is responsible for delivering... ...services to Cain Watters & Associates clients. This role serves as... ...activities may change at any time with or without notice. Job... ...Hours of Work This is a full-time, exempt position. Days and...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
- ...relationships, delivering comprehensive financial planning and investment... ...advisory team by mentoring Associate Wealth Advisors, sharing technical... ...households, managing the full relationship lifecycle Develop... ...activities may change at any time with or without notice. Education...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
- ...forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for... ...correspondence resulting from customer development attempts are correct, timely and are properly distributed. SENIOR TELLER FUNCTIONS...Full time
- ...Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively... ...Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Business Development, and Sales...Full timeLocal area
$50k - $60k
...Job Description Job Description Position Title: Associate Financial Advisor Reports to: Partner Department: Sales... ..., Texas 75024 (in office position) Classification: Full-time; Exempt Summary / Job Objective: The Associate Financial...Full timeWork at officeNight shift$160.2k - $288.84k
...operating T-Mobile's Oracle EPM and ERP Financials landscape, with deep expertise across Account... ...capabilities that support accurate, timely, and compliant enterprise financial operations... ...to meet the needs of our team members. Full and part-time employees have access to...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Our Financial and Business Management role offers the opportunity to drive strategic initiatives... ...excellence Proven experience delivering timely, high quality presentations and/or... ...Candidates must be able to work in our offices full-time (5 days). The specific details and...Full timeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$60k - $65k
Interlinc Financial Advisors is growing, and we’re looking for a Paraplanner who enjoys: Analytical... ...to run smoothly, professionally, and on time On-site training is available for the... ...level Entry level Employment type Full-time Job function Finance, Strategy/Planning...Full timeTemporary work- Summary/Objective The Associate Financial Planner Interns will report to Financial Planners, as well... ...responsibilities and activities may change at any time with or without notice. Education and... ...and Expected Hours of Work This is a full-time internship position. The internship...Full timeInternshipWork at officeImmediate startMonday to FridayDay shift
- ...Apply today.WHAT YOU WILL DOThe Associate, Commercial Credit Analyst is... ...required. Knowledge of financial statements preferredCollege Degree... ...challenging environment.Good time management, prioritization skills... ...com.Job Field: Underwriting Op.Job Type: RegularSchedule: Full-timeFull timeWork at officeLocal areaImmediate start
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