Frontline Banking & Customer Care Specialist

Enterprise Bank & Trust; White Rock (NM); On-site; USD 35,000 - 48,000; Full time

Job summary

Enterprise Bank & Trust is seeking a Financial Services Representative to serve as the bank’s front-line customer service associate. You will handle account origination, teller transactions, and respond to inquiries in person and by phone, building strong client relationships.

The role emphasizes customer service, product knowledge, and adherence to banking policies. Training and growth opportunities are available across the branch network.

Qualifications

• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
• Must maintain confidentiality of client transactions and bank records.
• Team-oriented, possess a positive attitude and work 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.

Responsibilities

• Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
• Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
• Serves as a team member to accomplish company objectives and lobby and personal goals.
• Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain 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.
• Perform other miscellaneous duties as assigned.

Skills

Strong math

Problem solving

Interpersonal skills

Customer service

Confidentiality

Communication skills

Multitasking

Independence

Organization

Bank operations knowledge

Education

High School diploma or equivalent

Associates degree or 2 years related experience

Experience with team goals

Tools

Microsoft Word

Excel

Google Suite

IBS

Salesforce

Job description

Enterprise Bank & Trust is seeking a Financial Services Representative to serve as the bank’s front-line customer service associate. You will handle account origination, teller transactions, and respond to inquiries in person and by phone, building strong client relationships.

The role emphasizes customer service, product knowledge, and adherence to banking policies. Training and growth opportunities are available across the branch network.