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Full timeFinance

Financial Services Representative

Enterprise Bank and TrustLos Alamos, NM🇺🇸United States

Why this role stands out

Advance your career in a company recognized as a "Best Bank to Work For," where you'll gain valuable customer service and financial skills while contributing to community success. This role is perfect for individuals who thrive on building relationships and providing excellent service, offering a rewarding path for growth within a supportive team. Apply today to join Enterprise Bank and Trust's mission of guiding people to a lifetime of financial success.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeOn Site
LocationLos Alamos, NM, United States
Microsoft ExcelMicrosoft Word

Job description

Financial Services Representative | Los Alamos, NM, United States | On-site

This employer is a well-established financial institution committed to fostering entrepreneurship and supporting community growth across multiple states. Recognized as a "Best Bank to Work For" by American Banker, they prioritize their associates with unique benefits and significant opportunities for career advancement. They are dedicated to guiding individuals toward a lifetime of financial success and offer a collaborative environment where employees can thrive.

The Role

  • Serve as the primary point of contact for customers, creating a welcoming and positive experience.
  • Originate new accounts for both commercial and consumer clients, recommending appropriate bank products and services based on needs.
  • Perform all teller duties, including handling various customer transactions and managing a cash drawer with accuracy.
  • Provide exceptional customer service via phone and in-person, resolving inquiries and acting as a liaison between customers and other bank departments.
  • Support branch operations, including opening and closing procedures, while adhering to all security protocols.
  • Actively participate in training to enhance job knowledge and acquire new skills.

What You'll Need

  • High school diploma or equivalent; Associate's degree in a business-related field or two years of related experience is preferred.
  • Proven experience in customer service roles, with a strong ability to cross-sell products and services.
  • Excellent interpersonal, oral, and written communication skills.
  • Strong math, problem-solving, organizational, and detail-oriented skills with a high degree of accuracy.
  • Proficiency in using standard office equipment and computer applications, including Microsoft Word, Excel, and Google Suite.
  • Thorough knowledge of banking operations, products, services, laws, and regulations.

What's On Offer

  • Opportunity to be part of a reputable financial institution with a strong community focus.
  • Career development opportunities and a path for professional growth.
  • A collaborative work environment with interesting colleagues.
  • Benefits package and the chance to contribute to community success through paid volunteer time off and matching opportunities.

Apply via Haystack today!

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