Financial Associate (Full Time)
On-siteRoyse City, Texas, United States
Job Summary
Open deposit accounts and ancillary services, process paying and receiving transactions, and balance cash while ensuring proper documentation and audit trails. Perform account maintenance, uncover expansion opportunities, and refer customers to appropriate associates to cross-sell products. Deliver consistent positive customer service in person and on the phone, adhering to internal controls and regulatory requirements. Requires high school diploma, two years of retail or banking experience, and proficiency in Microsoft Office. English fluency required; Spanish preferred. Join a team focused on developing banking knowledge and launching successful careers in the financial industry.
Required Qualifications
- High School diploma or GED
- Minimum of two years of retail/sales or banking experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Some knowledge of retail products and services
- Proven customer service and interpersonal skills
- Effective selling, cross-selling and referral skills
- Strong mathematical, problem-solving, and negotiation skills
- 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 up to 30 lbs
Desired Qualifications
- Fluent in English and Spanish
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.