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American National Bank of Texas · 5 hours ago

Financial Specialist I

Mesquite, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

American National Bank of Texas is seeking a Financial Specialist I who is responsible for providing a consistently positive and professional customer service experience. The individual will handle customers' initial needs, open deposit accounts, offer consumer loans, and conduct routine banking functions while building relationships with customers to enhance retention.

BankingFinancial ServicesMortgage

Culture & Values

Responsibilities

Opens deposit accounts, consumer loans, and ancillary services

Uncovers customer expansion opportunities and refers customers to proper bank personnel

Requires work on physical bank premises

Builds a relationship with customers, acting in a consultative role and establishing a follow-up plan to ensure the continuing relationship and enhance customer retention

Monitors and makes good decisions regarding customer account management in order to minimize risk to the bank from charge-offs, overdrafts, and other transaction risk

Performs account maintenance and related activities. Researches and resolves customer service issues as well as outages in the bank

Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail

Processes paying and receiving transactions

Qualification

Account opening experienceConsumer lending experienceMicrosoft ExcelMicrosoft WordProfessional communicationBilingual EnglishBilingual Spanish

Required

High school diploma or GED

2-3 years account opening; 2-3 years consumer lending

Paying and receiving experience; Experience in a regulated environment preferred

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

Must possess ability for professional communication through a variety of delivery channels (oral, written, digital)

Work occasionally requires more than 40 hours per week to perform the essential functions of the position

Ability to sit or stand in a stationary position for extended periods of time

Requires some stooping, bending, stretching and occasional lifting not to exceed 30 pounds. Ability to move around throughout the banking center as needed