Current jobs related to Financial Services Representative - La Cienga NM - Enterprise Bank and Trust


  • La Marque, Texas, United States Ken Ross - State Farm Agent Full time

    Job Title: Financial Services RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our State Farm Agent team, you will play a vital role in helping our customers achieve their financial goals and protect their assets.Responsibilities:Establish and maintain...


  • La Habra, California, United States OneMain Financial Full time

    Job SummaryOneMain Financial is seeking a highly motivated and customer-focused Sales and Customer Service Representative to join our team. As a Sales and Customer Service Representative, you will be responsible for delivering exceptional customer experiences, building strong relationships with customers, and providing personalized financial solutions to...


  • La Jolla, United States BluPeak Credit Union Full time

    Job Title: Floater Experience RepresentativeJob Summary:We are seeking a highly skilled and experienced Floater Experience Representative to join our team at BluPeak Credit Union. As a key member of our retail banking team, you will be responsible for providing exceptional customer service and sales support to our members in the Berkeley and Davis...


  • Baton Rouge, LA , USA, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing personalized financial solutions and exceptional customer...


  • New Orleans, LA , USA, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater NOLA area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.Key...


  • WHITE ROCK, NM, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...


  • La Verne, California, United States Nicole Vuong - State Farm Agent Full time

    Job Description**Position Overview:**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing strong relationships with our customers, providing exceptional service, and promoting our...


  • La Jolla, California, United States Wells Fargo Full time

    Deliver Exceptional Customer ExperienceWe are seeking a skilled Personal Banker to join our team at Wells Fargo. As a Personal Banker, you will play a critical role in building relationships with customers and helping them achieve their financial goals.Key Responsibilities:Proactively engage with customers to understand their financial needs and provide...

  • Financial Advisor

    3 days ago


    Albuquerque, NM, United States Prevender Financial Services, LLC Full time

    Our CompanyPrevender Financial Services, LLC was established in 2007 by Phil Prevender, CFP®. Phil career spans over 32 years in the industry. Along with his six other offices in New Mexico, the practice has over 150 years of combined experience in the financial services and wealth planning industry.Job SummaryWe believe that successful Financial Advisors...


  • La Verne, California, United States Nicole Vuong - State Farm Agent Full time

    Position Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and identifying opportunities to grow our...


  • La Jolla, California, United States Banc of California Full time

    Job SummaryThe Financial Services Officer is a key member of our team, responsible for delivering exceptional customer service and ensuring the smooth operation of our banking services. This role requires a high level of accuracy, efficiency, and professionalism, with a strong focus on meeting the high-quality service delivery standards of Banc of...


  • La Grange Park, Illinois, United States Alliance Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Alliance Services, Inc. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key Responsibilities:Initiate or handle calls with customers to...


  • La Palma, California, United States Primary Freight Services Full time

    Job SummaryPrimary Freight Services, a leading provider of global and national transportation and logistics services, is seeking an Accounting Customer Service Representative to join our team in La Palma, CA. With 25+ years of experience and a reputation for award-winning customer service, we offer a dynamic and positive work environment.We're looking for a...


  • La Verne, California, United States First Citizens Bancshares, Inc. Full time

    Customer Service RepresentativeAre you passionate about delivering exceptional customer experiences? As a Customer Service Representative at First Citizens Bancshares, Inc., you will be responsible for processing transactions and providing top-notch customer service in our branch. Your role will involve facilitating customer interactions, resolving issues,...


  • Metairie, LA, United States Conifer Health Solutions Full time

    Job SummaryAs a Financial Advocate Representative at Conifer Health Solutions, you will play a critical role in evaluating Financial Assistance application packets submitted for charity care recommendation. Your primary responsibility will be to assess patients' financial status for charity and/or indigent care classification.Key ResponsibilitiesEvaluate...


  • La Marque, Texas, United States Ken Ross - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused Financial Services Representative to join our State Farm Agent team. As a key member of our team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesEstablish and maintain strong customer...


  • La Marque, Texas, United States Ken Ross - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Financial Services Representative to join our State Farm Agent team. As a key member of our team, you will play a crucial role in helping our customers achieve their financial goals and protecting their assets.ResponsibilitiesEstablish and maintain strong relationships with customers to...


  • La Marque, United States Ken Ross - State Farm Agent Full time

    Benefits: Competitive salary Paid time off Position OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations...


  • La Vista, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Omaha, NE Location: Nebraska Work Type: Full Time Regular Job No: 503247 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • La Crosse, Wisconsin, United States ABR Employment Services Full time

    Customer Service Representative OpportunityWe are seeking a highly motivated and results-driven individual to join our team as a Customer Service Representative. This is a call center setting with flexibility for full and part-time employees. If you have a great attitude and are reliable, we encourage you to apply.Key Responsibilities:Contact customers via...

Financial Services Representative

2 months ago


La Cienga NM, United States Enterprise Bank and Trust Full time
Job Title: Financial Services Representative

At Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As a Financial Services Representative, you'll play a vital role in creating a welcoming environment for our customers and providing exceptional service.

Key Responsibilities:
  • Originate and service accounts for commercial and consumer clients
  • Handle teller transactions and respond to customer inquiries by phone and in person
  • Develop and maintain long-term relationships with clients
  • Assist with consumer loan applications and closings
  • Perform all teller duties, including balancing a cash drawer and maintaining dual control procedures
Requirements:
  • Strong math and problem-solving skills
  • Excellent interpersonal and customer service skills
  • Ability to maintain confidentiality of client transactions and bank records
  • Team-oriented and positive attitude
  • Good phone voice and professional appearance
What We Offer:
  • Opportunities for professional growth and development
  • Competitive compensation and benefits package
  • Annual paid volunteer time off and charitable-matching opportunities
  • Recognition as a Best Bank to Work For by American Banker