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Hours Part-time
Location 2865 Ridge Rd.
Rockwall, Texas

About this job

The Financial Associate is a sales and service position that helps customers by discovering financial needs, assisting with problem resolution, and processing transactions.  You will play a vital role in creating an exceptional customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the branch meet sales objectives contributing to the success of the bank.  As a Financial Associate, you will also have the opportunity to assist our customers by handling teller transactions accurately and efficiently.  You will work with the banking center team to ensure our customers have access to experts who can help them with specialized financial needs.

 

Qualifications:

  • High school diploma or equivalent
  • Minimum one year of retail sales or customer service experience; cash handling experience preferred
  • Excellent customer contact skills; strong listening skills; comfortable asking customers questions about their financial situation
  • Ability to present features and benefits of products and services to customers with differing needs
  • Self-motivated, assertive, performs well in a team environment 
  • Professional, thorough and organized; able to follow standard operating policies and procedures
  • Ability to learn products, services and procedures quickly and accurately and explain concepts clearly to customers
  • Ability to work branch hours including Saturday mornings
  • Ability to lift and move up to 50 pounds
  • Ability to stand for up to 8 hours

 

 

 

Equal Opportunity Employer