Financial Associate (Part-Time, 20 Hours/Week)

CMYK-WHT midnight background
Any Location, TX
Category Sales
Job Description
Financial Associate (Teller/New Accounts) provides positive and professional customer service, develops relationships with customers and internal bank personnel, and demonstrates strong sales proficiency. Responsibilities include opening deposit accounts, processing transactions, and cross-selling bank products and services.

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

Benefits

  • Health Insurance
  • Life Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Time Off
  • 401(k) Plan
  • Employee Stock Purchase Plan
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