Financial Associate (Full Time)

CMYK-WHT midnight background
Any Location, TX
Category Sales
Job Description
The Financial Associate provides positive customer service, demonstrates sales proficiency, and develops relationships with customers and internal bank personnel.

Requirements

  • 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
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