American National Bank of Texas · 2 hours ago
Financial Associate (Part-Time, 30 Hours/Week)
Greenville, TX
Part-time
Onsite
Entry Level
2+ years expAmerican National Bank of Texas is seeking a Financial Associate who will provide a positive and professional customer service experience while demonstrating strong sales proficiency. The role involves opening accounts, processing transactions, and cross-selling bank products, while also maintaining compliance with regulatory requirements.
BankingFinancial ServicesMortgage
Responsibilities
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
Qualification
Required
High School diploma or GED
Minimum of two years of retail/sales or banking experience required
Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
Proven customer service and interpersonal skills
Effective selling, cross-selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Preferred
Some knowledge of retail products and services
Demonstrated experience with Microsoft Office Suite
Excellent interpersonal, communication skills, and written communication
Solid organizational skills and attention to detail
Ability to work in a fast-paced, team-oriented environment
Demonstrated ability to maintain confidentiality
Lifting in an office setting may be required up to 30 lbs
Fluency in English and Spanish
Company
American National Bank of Texas
American National Bank of Texas is one of the oldest independent banks in North Texas.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$70M2020-10-13Debt Financing· $70M
Leadership Team
Robert Hulsey
President/CEO
Chris Cronin
Chief Operating Officer
Recent News
2025-11-15
Business Wire
2025-05-17
Company data provided by crunchbase