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Financial Services Representative-Bilingual

Financial Services Representative-Bilingual

Enterprise Bank and TrustPlacitas, NM, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Fluency in Mandarin and Cantonese is a must!

Welcome to Enterprise Bank & Trust!

Founded with a passion for entrepreneurship and community support , we are dedicated to helping businesses—from cozy coffee shops to large construction firms—thrive. With offices across Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas, we are a growing force committed to our communities.

We believe in giving back, offering our associates annual paid volunteer time off and charitable-matching opportunities. Recognized as a Best Bank to Work For by American Banker for multiple years, we provide a wealth of benefits and the chance to shape your career path with us. Join us in our mission to guide individuals toward a lifetime of financial success, while enjoying a fulfilling career filled with growth opportunities and inspiring colleagues.

Together, there’s no stopping you!

Job Title : Financial Services Representative Job Description :

Summary :

The Financial Services Representative is the friendly face of our bank, responsible for creating a welcoming environment and making a great first impression on our customers. Your key responsibilities will include :

Essential Duties and Responsibilities :

  • Assist customers in opening new accounts for both commercial and consumer clients, providing tailored recommendations based on their needs.
  • Handle all teller duties, including client transactions and maintaining a balanced cash drawer.
  • Work collaboratively with your team to achieve company objectives and personal goals.
  • Deliver outstanding customer service, resolving inquiries and building long-term relationships with clients.
  • Participate in training programs to enhance your skills and knowledge.
  • Assist in branch operations, including opening and closing procedures.
  • Adhere to all company policies, procedures, and regulations.
  • Take on additional tasks as assigned.

Qualifications :

  • Strong math and problem-solving skills.
  • Excellent interpersonal and customer service abilities, with a knack for cross-selling products.
  • Commitment to maintaining confidentiality of client transactions and bank records.
  • Team-oriented with a positive attitude.
  • Strong oral and written communication skills.
  • Proficient in operating standard office equipment.
  • Able to prioritize tasks and work independently.
  • Detail-oriented with strong organizational skills.
  • Familiarity with bank operations, products, and services.
  • Knowledge of banking laws and regulations, including the Bank Secrecy Act.

    • Supervisory Responsibilities :

  • None

    • Education and Experience :

  • High School diploma or equivalent.
  • Associate's degree in a business-related field or two years of relevant experience.
  • Experience in a goal-oriented environment preferred.
  • Customer service experience is required.

    • Computer and Software Skills :

  • Proficient in Microsoft Word and Excel.
  • Familiar with Google Suite, IBS, and Salesforce.

    • Certificates, Licenses, and Registrations :

  • Notary License as required by the branch.

    • Equal Opportunity Statement :

    Enterprise Bank & Trust is dedicated to ensuring equal opportunity for all individuals, including those with disabilities. We are proud to be an Equal Opportunity Employer, welcoming applicants without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status. All employment offers are contingent upon successful completion of drug and background checks.

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    Financial Service • Placitas, NM, US