Description The Personal Banker/Lender (Financial Specialist) | Arlington, TX

Detailed Information

  • Location: Hurst, TX

  • Company: American National Bank Of Texas

paying and receiving functions, cross sells bank products and services and directs customers to the appropriate personnel for further assistance. Additional duties: Opens deposit accounts, consumer loans, and ancillary services Processes paying and receiving transactions Balances transactions and cash ensuring paper documentation and negotiability and an adequate audit trail Uncovers customer expansion opportunities and refers customers to proper bank personnel Performs account maintenance and related activities Researches and resolves customer service issues as well as outage in the bank 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 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 Position subject to SAFE Act registration requirements Qualifications: High school diploma or GED; Bachelor's degree in business, banking, or marketing preferred Three years of customer service experience in new accounts and consumer lending Paying and receiving experience in a regulated environment preferred Proven success in establishing new clients and revenue generation; proactive sales experience preferred Experience with working with Home Equity/Refi and HELOC

mortgage loans.

Must be able to meet associated background and credit requirements for registration with NMLS.

Skills: Excellent customer contact skills; strong listening skills; comfortable asking customers questions about their financial situation Working knowledge of Microsoft Excel and Word; basic keyboarding and calculator skills Must be able to do simple math and carry out written instructions Ability to learn products, services and procedures quickly and accurately and explain concepts clearly to customers Ability to work branch hours including Saturday mornings Lifting in an office setting may be required up to 30 lbs. Ability to move quickly between multiple workstations 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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