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Financial Specialist

Job

Pilgrim Bank

Holliday, TX (In Person)

$33,280 Salary, Full-Time

Posted 6 days ago (Updated 4 days ago) • Actively hiring

Expires 7/1/2026

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Job Description

Financial Specialist Pilgrim Bank - 3.5 Holliday, TX Job Details Full-time $15 - $17 an hour Benefits Health insurance Dental insurance 401(k) Qualifications Opening bank accounts Customer service High school diploma or GED Financial product expertise Needs-based selling Cash handling Full Job Description
POSITION SUMMARY
To effectively sell Pilgrim Bank's products, services and brand while providing superior and quality customer service enthusiastically, efficiently and accurately. Must be knowledgeable of all bank products and services matching product to customers' needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Enthusiastically provide superior customer service. Provide positive and accurate descriptions of the Bank's products and services, cross-selling all beneficial services to each customer. Consistently strive to develop new client relationships as well as strengthen existing customer relationships. Fulfill customer service requests regarding opening accounts, certificates of deposit, IRA's, safe deposit boxes, ordering checks, online banking and bill pay, change of address, account revisions, research requests, stop payments, and other functions. Issue, delete and maintenance ATM and debit cards. Responsible for ongoing education about products and services by attending sales meetings, scheduled training, reading, studying printed materials, and personal research. Accept and meet challenges and goals set within the department and bank. Follow all BSA compliance regulations and procedures reporting any suspicious activity. Complete annual training over various subjects as required by law or regulation. Answer telephones and serve as relief teller as needed. Follow all other instructions and perform any other job-related duties. Equal Opportunity Employer, including disability/veterans
Member FDIC Job Type:
Full-time Pay:
$15.00 - $17.00 per hour
Benefits:
401(k) Dental insurance Health insurance
Work Location:
In person