Personal Banking Specialist

Enterprise Financial Services Corp.; Santa Fe (NM); Hybrid; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

Volunteer time off

Charitable matching opportunities

Zusammenfassung

Enterprise Bank & Trust is recruiting a Financial Services Representative to deliver outstanding front-line service, handle accounts, and support customers in person or by phone. You will balance a cash drawer, perform teller duties, and participate in onboarding activities while building long-term client relationships.

The role requires strong math, excellent customer service, and knowledge of banking products and regulations, with a focus on accuracy and confidentiality in a team-oriented

Qualifikationen

• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sell products.
• Confidential handling of client transactions and bank records.
• Team-oriented with a positive attitude and collaboration skills.
• Strong oral and written communication and attention to detail.

Aufgaben

• Open new accounts for commercial and consumer clients.
• Provide product recommendations based on customer needs.
• Handle teller transactions and balance cash drawer.
• Respond to customer inquiries by phone and in person.
• Assist in onboarding activities and loan applications as applicable.
• Follow procedures for branch opening/closing and security.
• Develop long-term relationships with clients and resolve problems.

Kenntnisse

Math and problem solving

Customer service

Teamwork

Communication

Organization

Bank operations knowledge

Banking regulations

Ausbildung

High School diploma or equivalent

Associates degree in business

Tools

Microsoft Word

Microsoft Excel

Google Suite

Salesforce

IBS

Jobbeschreibung

Enterprise Bank & Trust is recruiting a Financial Services Representative to deliver outstanding front-line service, handle accounts, and support customers in person or by phone. You will balance a cash drawer, perform teller duties, and participate in onboarding activities while building long-term client relationships.

The role requires strong math, excellent customer service, and knowledge of banking products and regulations, with a focus on accuracy and confidentiality in a team-oriented