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Job description
Description
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
Bilingual (Spanish) language skills preferred
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 Employer
This 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.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.