Financial Assistant (Public) jobs in Grand Prairie, TX

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Financial Center Assistant Manager
  • Independent Financial
  • Dallas, TX FULL_TIME
  • The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.

    Responsibilities:

    Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved

    • Responsible for interviewing and selection of non-exempt operations staff

    • Conduct onboarding and training of operations staff

    • Manage performance of staff and provide timely feedback

    • Partner with Human Resources relative to disciplinary action and/or involuntary separations

    • Manage schedules and workflow

    • Ensure compliance with operating policies and procedures

    • Conduct regular one-on-one meetings with direct reports

    • Conduct training to reinforce policies and procedures pertaining to financial center operations

    • Ensures completion of required annual training requirements (BAI)

    Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures - as needed

    • Open new accounts, including but not limited to checking, savings, CD's, IRA's, Business

    • Process maintenance, operations and correspondence for new and existing accounts

    • Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals

    • Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification

    • Admit customer to safe deposit box

    • Originate consumer or small business lending

    • Provide transaction overrides and approvals within authorized limits

    • Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty

    Assist Financial Center Manager with overall management of the financial center

    • Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation

    • Facilitate financial center meetings for delivery of vital operational information

    • Oversee building and grounds maintenance and report any issues to Facilities Department

    • Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial

    • Build internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promotes teamwork, cooperation, and collaboration

    • Stay informed of policy changes/updates and communicate information to financial center team in a timely manner

    Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center

    • Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients

    • Actively participate in community programs and activities to promote the Bank and generate new customer relationships

    • Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives

    • Participate in weekly coaching sessions with financial center leadership

    • Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions

    • Cross-sell all products and services to meet customers' needs and achieve strategic objectives and retention goals

    • Refer to other lines of business in order to expand new and existing relationships

    • Support growth, retention, and profitability of accounts to meet targets of the financial center

    • Direct sales processes including behaviors during cross-selling at new account openings, lobby observations, customer profiling, target setting, call preparation, coaching, and managing results

    Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank

    • Demonstrate knowledge and understanding of new account and teller systems; maintaining technical expertise of current products

    • Process all financial transactions in adherence to BSA/AML statutory and regulatory requirements in accordance to the procedures and policies established

    • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

    • Obtain legal documentation and all required customer information in compliance with the Bank's New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act's Customer Identification Program

    Serve as subject matter expert and point of escalation for customer complaints, complex transactions, balancing discrepancies or other operational matters

    Qualifications:

    Education Requirements and Minimum Experience

    • High school diploma or equivalent education certificate (GED)

    • Minimum of 4 years of banking experience with emphasis on branch operations, required

    • Minimum of 2 years management experience, required

    • Previous experience in consumer lending, preferred

    OR

    • High school diploma or equivalent education certificate (GED)

    • Bachelor's Degree in related field

    • Minimum of 3 years of banking experience with emphasis on branch operations, required

    • Minimum of 2 years management experience, required

    • Previous experience in consumer lending, preferred

    Licenses and Certifications

    • This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process

    Knowledge, Skills, Abilities

    • In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions

    • Ability to complete routine transactions with limited supervision

    • Ability to identify problems, evaluate alternatives, and implement effective solutions

    • Ability to effectively plan, manage, and delegate the work of others

    • Strong organizational, interpersonal, communication, and customer relation skills

    • Attention to detail and mental concentration for accurately performing tasks

    • Ability to balance multiple tasks simultaneously

    • Ability to handle frequent interruptions

    • Ability to follow standard operating policies and procedures

    • Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs

    • Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships

    • Working knowledge of Silverlake system, preferred

    • Computer proficiency with working knowledge of Microsoft Office Suite applications, required

    • Ability to adapt to changing work environment

    • Ability to work during financial center hours of operation

    • General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements

    • Occasional lifting and maneuvering of coins up to 25lbs may be required

    Job Details:

    To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.


    Independent Financial is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of age, ancestry, color, gender (including pregnancy, childbirth, or related medical conditions), gender identity or expression, genetic information, marital status, medical condition, mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by federal, state, or local laws.


     

  • 21 Days Ago

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Financial Analyst
  • Public Storage
  • Plano, TX FULL_TIME
  • Company DescriptionPublic Storage is recognized as one of America’s Best Large Employers in 2022 by Forbes and our employees have also voted us as a Great Place to Work in 2022 & 2023, having Best Car...
  • 14 Days Ago

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Sr Financial Analyst - Real Estate
  • Public Storage
  • Plano, TX FULL_TIME
  • Company DescriptionSince opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of l...
  • 14 Days Ago

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Underwriting assistant
  • AmTrust Financial
  • Dallas, TX FULL_TIME
  • Senior Underwriting Assistant Job Locations US-IL-Chicago US-TX-Dallas Requisition ID 2024-16432 Category Underwriting Position Type Regular Full-Time Overview We are looking for a Senior Underwriting...
  • 22 Days Ago

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Accounting Assistant
  • London Financial
  • Dallas, TX PART_TIME,FULL_TIME
  • The Accounting Assistant will support Dallas financial operations. The primary responsibilities will include communicating with clients to distribute checks, updating client fund files as well as proc...
  • 3 Days Ago

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ROTA Traveling Nanny
  • The Assistant Company
  • Dallas, TX FULL_TIME
  • The Assistant Company has been hired by a terrific high profile Highland Park family who is seeking a traveling, full-time, live-out nanny for their infant. The principal is seeking candidates who cur...
  • 3 Days Ago

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0 Financial Assistant (Public) jobs found in Grand Prairie, TX area

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Director Accounting-affiliates
  • Methodist Health System
  • Dallas, TX
  • Your Job: Directs and controls the establishment and maintenance of accounting principles, practices and procedures, alo...
  • 3/28/2024 12:00:00 AM

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Social Services Director
  • Las Brisas Rehabilitation and Wellness Suites
  • Irving, TX
  • We're looking for a Social Services Director to join our Team! This position will work with our long term care patients ...
  • 3/28/2024 12:00:00 AM

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(WFH) - Insurance Sales Agents
  • United Financial Associates
  • Allen, TX
  • 1099 Independent Contract ( Commission Base Only ) Are you a self-motivated individual with a passion for sales, insuran...
  • 3/27/2024 12:00:00 AM

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Financial Planning Assistant
  • Joseph Giangiulio CPA
  • Dallas, TX
  • Job Description Job Description Financial Planner & CPA looking for my right hand person. Assist me in selling investmen...
  • 3/26/2024 12:00:00 AM

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Director of Sales - Vaccum Trucks
  • Cervus Equipment
  • Dallas, TX
  • Brandt is currently looking to fill a Director of Sales - US Vacuum Trucks position based out of Dallas, TX. This positi...
  • 3/26/2024 12:00:00 AM

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Development Manager
  • Hillwood Investment Properties
  • Dallas, TX
  • Company Overview: Hillwood, a Perot company, is a premier commercial and residential real estate developer, investor and...
  • 3/26/2024 12:00:00 AM

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Student Financial Services Advisor - Dallas
  • Remington College
  • Dallas, TX
  • Job Description Job Description Remington College is seeking an exceptional financial aid representative! If you’re a hi...
  • 3/24/2024 12:00:00 AM

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Senior Financial Analyst - M&A modeling
  • VIP
  • Irving, TX
  • Seeking a Sr. Financial Analyst-Corporate Development $105,000 - $120,000 plus 5% Bonus Hybrid Tue, Wed, Th in office. M...
  • 3/24/2024 12:00:00 AM

Grand Prairie is a city in Dallas County, Tarrant County, and Ellis County, Texas, in the United States. It is part of the Mid-Cities region in the Dallas–Fort Worth metroplex. It has a population of 175,396 according to the 2010 census, making it the fifteenth most populous city in the state. Grand Prairie is located along the border between Tarrant and Dallas counties, with a small portion extending south into Ellis County. The city is bordered by Dallas to the east, Cedar Hill and Midlothian to the southeast, Mansfield to the southwest, Arlington to the west, Fort Worth to the northwest, an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$49,524 to $64,000
Grand Prairie, Texas area prices
were up 2.2% from a year ago

Financial Assistant (Public) in Olympia, WA
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