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 deposit accounts and delivering exceptional customer service. The individual has the opportunity to work closely with the banking center manager by mentoring other team members and assisting with complex transactions or problem resolution. Additionally, the individual will work collaboratively with the banking center team to ensure that our customers get access to experts who can help them with specialized financial needs. Additional duties are:
- Processes transactions diligently and in accordance with established policies & guidelines
- Balances transactions and cash substantiating transaction negotiability and an adequate audit trail
- Balances end of day processes and teaches other to balance end of day processes
- Makes decisions and approves higher level transactions and tasks within established guidelines
- Uncovers customer expansion opportunities and refers customers to proper bank personnel
- Assists customers with the opening of deposit accounts and ancillary deposit services
- Performs account maintenance and thoroughly researches and resolves customer service issues as well as outages
- Mentors/trains new employees
- Requires work on physical bank premises
Qualifications:
- High school diploma or GED
- 4+ years customer service in new accounts and account opening
Skills:
- Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills
- Must be able to do simple math and carry out written instructions
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- Lifting 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 EmployerThis 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.
Skills Required
- High school diploma or GED
- 4+ years customer service experience in new accounts and account opening
- Working knowledge of Microsoft Excel and Microsoft Word
- Basic keyboarding and calculator skills
- Ability to perform simple math and follow written instructions
- Ability to work on physical bank premises (on-site)
- Availability to occasionally work more than 40 hours per week
- Ability to lift up to 30 lbs in an office setting
- Fluency in English and Spanish
What We Do
Since 1875, American National Bank of Texas (ANBTX) has been a community bank deeply involved with local business owners, possessing a clear understanding of their challenges, goals, and financial needs. We strive to build lifelong relationships by listening first and then building an integrated product and services mix from our portfolio, including cash management, merchant services and loans and lines of credit. The result? Empowered business customers who are successfully positioned for growth and stability, and ready to capture new business opportunities in the fast-moving North Texas market. Our commitment begins with our Relationship Managers, who are dedicated to customer success. It’s fulfilling work -- so much so that ANBTX has been named a Dallas Morning News "Top 100 Places To Work" for seven years in a row. Member FDIC.
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