Frontline Financial Services Advisor

Enterprise Financial Services Corp.; White Rock, Northern (NM, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Enterprise Bank & Trust in New Mexico is seeking a Financial Services Representative to act as the front-line contact for customers, handling account openings, teller transactions, and inquiries. You will build relationships, balance cash, and support onboarding in a collaborative branch environment.

The role requires knowledge of banking products, strong customer service skills, and adherence to bank policies and regulatory requirements. Training and development opportunities are provided.

Qualifications

• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with able to cross-sell.
• Maintain confidentiality of client transactions and bank records.
• Team-oriented with a positive attitude and the ability to work with others.
• Strong oral and written communication skills.
• Ability to operate standard office equipment and multitask.
• Strong organizational skills and attention to detail.
• Thorough knowledge of bank operations, products, and services.
• Knowledge of banking laws and regulations including BSA.

Responsibilities

• Serve customers opening new accounts for commercial and consumer clients.
• Know bank products to recommend suitable solutions.
• Assist in consumer loan applications and closings as needed.
• Perform teller duties and balance cash drawer daily.
• Follow dual control procedures and security measures.
• Provide outstanding service for lobby and phone requests.
• Develop and maintain relationships with clients.

Skills

Math skills

Customer service

Confidentiality

Team player

Communication

Office equipment

Multitasking

Organization

Bank operations

Bank regulations

Education

High School diploma

Associates degree / 2 years exp

Tools

Microsoft Word

Excel

Google Suite

Salesforce

IBS

Job description

Enterprise Bank & Trust in New Mexico is seeking a Financial Services Representative to act as the front-line contact for customers, handling account openings, teller transactions, and inquiries. You will build relationships, balance cash, and support onboarding in a collaborative branch environment.

The role requires knowledge of banking products, strong customer service skills, and adherence to bank policies and regulatory requirements. Training and development opportunities are provided.