Financial Services Representative

Enterprise Bank & Trust; Santa Fe (NM); On-site; USD 35,000 - 50,000; Full time

Job summary

Enterprise Bank & Trust is looking for a Financial Services Representative in Santa Fe, New Mexico, to serve as the front-line customer service associate. The role involves account and service origination, handling transactions, and providing outstanding service to clients.

Ideal candidates will possess strong math and communication skills, along with prior customer service experience. This position offers the chance to work in a collaborative environment aimed at achieving both individual and team goals.

Qualifications

• Strong math and problem-solving skills.
• Excellent interpersonal and customer service skills.
• Ability to prioritize, handle multiple tasks, and work independently.

Responsibilities

• Serves customers in opening new accounts.
• Performs all teller duties including client transactions.
• Researches and resolves client problems.

Skills

Strong math and problem-solving skills

Excellent interpersonal and customer service skills

Strong oral and written communication skills

Organizational skills and detail-oriented

Ability to cross-sell products and services

Education

High School diploma or equivalent

Associate’s degree in a business related field

Two years of related experience

Tools

Microsoft Word

Microsoft Excel

Google Suite

Salesforce

Job description

Job Title

Financial Services Representative

Job Description

Summary

The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.

Essential Duties and Responsibilities

• Serves customers in opening new accounts for commercial and consumer clients. Has knowledge of bank products to make recommendations based on customer needs. Contacts new clients for onboarding activities and assists in consumer loan applications and closings in applicable markets.
• Performs all teller duties including client transactions, maintaining and balancing a cash drawer. Has knowledge of the ATM, Vault, Coin & Cash and GL accounts to be balanced daily and of all dual control procedures.
• Works as a team member to accomplish company objectives and personal goals.
• Provides outstanding customer service for lobby and phone requests. Researches and resolves client problems, acting as the customer liaison between other bank departments, and follows up with the client to assure resolution. Develops and maintains long‑term relationships with clients.
• Actively participates in training programs to maintain and acquire additional job knowledge and skills.
• Assists in opening and closing the branch, following procedures set by corporate security.
• Complies with all department and company policies, procedures, audit guidelines, and regulations.
• Performs other miscellaneous duties as assigned.

Qualifications

• Strong math and problem‑solving skills.
• Excellent interpersonal and customer service skills with the ability to cross‑sell products and services.
• Must maintain confidentiality of client transactions and bank records.
• Team‑oriented, possesses a positive attitude and works well with others.
• Strong oral and written communication skills.
• Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
• Ability to prioritize, handle multiple tasks, and work independently.
• Strong organizational skills and detail‑oriented with a high degree of accuracy.
• Thorough knowledge of bank operations, products, and services offered at the bank.
• Knowledge of banking laws and regulations including the Bank Secrecy Act.

Supervisory Responsibilities

• None

Education and/or Experience

• High School diploma or equivalent.
• Associate’s degree in a business related field or two years of related experience or a combination of education and experience.
• Experience working in an environment with individual and team goals preferred.
• Customer service experience required.

Computer and Software Skills

• Skilled in operation of a personal computer, including Microsoft Word and Excel.
• Google Suite.
• IBS.
• Salesforce.

Certificates, Licenses, and Registrations

• Notary License as needed by the branch.

Equal Opportunity Statement

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at [e-mail].

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.