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.
$10k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience... ...portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service...SuggestedWork experience placementWork at officeWork from home$10k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...SuggestedWork at officeWork from home- ...Financial Aid CounselorThe Financial Aid Counselor is part of a team that supports Syracuse University's effort to attract and retain qualified students by advising a diverse population of prospective and enrolled students and their parents on matters pertaining to financial...SuggestedWork at officeFlexible hours
$21.63 per hour
...Hours may vary based on operational needs. Job Type Job Type Full-time Unionized Position Code Not Applicable Job Description The Financial Aid Counselor is part of a team that supports Syracuse University’s effort to attract and retain qualified students by advising a...SuggestedHourly payFull timeWork experience placementSummer workSeasonal workWork at officeLocal areaRemote workFlexible hours$61k - $119k
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...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...Work at officeWork from homeHome officeFlexible hours$44k - $66k
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$100k
...potential new clients and working with them to build a wealth management relationship. Assess and fulfill customer’s investment and financial needs through a personalized review of each client’s needs and goals. Responsible to deliver a full range of investment services...Base plus commissionWork at office- ...first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced financial professional in the...Full timeInternshipRemote work
$1,000 per month
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$18.5 - $23.42 per hour
...required) Tasks Performed: 45% Processes daily transactions and associated general customer and account servicing duties with a high... ...way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our...Full timeTemporary workPart timeBank staffWork visaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$85k - $90k
Visa sponsorship provided: No Location: Syracuse, NY Remote Status: no remote Pay Type: Annual Salary Salary: 85000-90000/US Dollars Occupational Categories: Information Technology/ Computing/ Cyber/ Software Industry(ies): Other: Not Classified Elsewhere About the RoleWe...Remote workVisa sponsorshipFree visa- Bank of America is seeking a client-facing financial advisor to deliver comprehensive financial advice and customized solutions. The role includes triaging client leads, referring to business partners, meeting with clients to review goals, building plans, and recommending...
$72k
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