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Mesquite, TX
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Rockwall, TX
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Mesquite, TX
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Terrell, TX
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Financial Associate (Full Time)
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Terrell, TX
- Full-time
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Accounting Specialist I
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Terrell, TX
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Financial Associate (Full Time)
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Financial Associate (Full Time)

Terrell, TX, United States

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 5, 2026

Original job description

The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative, personal & professional growth along with having or developing a strong “sales” mentality. They must also enjoy handling customers’ initial needs, assist with opening new accounts, conduct routine paying/receiving (teller servicing) functions, cross-sell bank products and services and refer customers to other lines of business (or associates) to expand new and existing relationships. This universal role will provide an opportunity to continue in expanding their banking knowledge or help them launch into a successful career in the financial industry.

Responsibilities include:

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

Qualifications:

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; 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 preferred
Bilingual (Spanish) language skills preferred

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 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.

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More about this job

Skills

Customer service
Sales
Communication skills
Documentation
Regulatory compliance
Retail sales
Interpersonal skills
Upselling
Problem solving
Negotiation
Bilingualism
Microsoft Office
Organizational skills
Attention to detail
Confidentiality

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