Banking Associate

2 days ago


Santa Fe, New Mexico, United States Quality Talent Group Full time
About this role:

We are seeking a skilled Banking Associate to join our team in Santa Fe, NM. As a key member of our Consumer Small & Business Banking division, you will play a vital role in providing exceptional customer service and support to our clients.

Key Responsibilities:
  • Support customer engagement by processing transactions, sharing digital solutions, and making introductions to bankers.
  • Complete operational activities while minimizing risks under established policies.
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products.
  • Receive direction from managers and exercise judgment within defined policies and procedures.
  • Escalate questions and issues to more experienced roles.
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
  • Identify information and services to meet customers' financial needs.
Requirements:
  • 6 months of interacting with customers experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
Preferred Qualifications:
  • Customer service focus with experience handling complex transactions across multiple systems.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to interact with integrity and professionalism with customers and team members.
  • Experience working with others on a team to meet customer needs.
  • Cash handling experience.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Well-organized, independent, and able to prioritize in a fast-paced environment.
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
  • Relevant military experience, including working in personnel, benefits management, processing military personnel orders, or transitions, wartime readiness operations, human resources, or military recruiting.
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Job Expectations:
  • Ability to work weekends and holidays as needed or scheduled.
  • This position is not eligible for Visa sponsorship.
Benefits:

Wells Fargo provides all eligible full and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

  • 401(k) Plan
  • Paid Time Off
  • Parental Leave
  • Critical Caregiving Leave
  • Discounts and Savings
  • Health Benefits
  • Commuter Benefits
  • Tuition Reimbursement
  • Scholarships for dependent children
  • Adoption Reimbursement

  • Banking Associate

    2 weeks ago


    Santa Fe, New Mexico, United States Enterprise Bank and Trust Full time

    Job Title: Teller IAt Enterprise Bank & Trust, we're committed to helping businesses succeed and our communities thrive. As a Teller I, you'll play a vital role in providing prompt, efficient, and friendly services to our clients.Key Responsibilities:Process business and banking transactions, including cash handling and deposit services.Handle multiple...

  • Banking Associate

    3 weeks ago


    Santa Fe, New Mexico, United States Enterprise Bank and Trust Full time

    Job Title:Teller IJob Summary:As a Teller I at Enterprise Bank & Trust, you will provide exceptional customer service and handle a variety of banking transactions with accuracy and efficiency. This role requires strong math skills, attention to detail, and the ability to work in a fast-paced environment.Key Responsibilities:Process customer transactions,...

  • Banking Associate

    3 weeks ago


    Santa Fe, New Mexico, United States Enterprise Bank and Trust Full time

    Job Title: Teller IJob Summary:We are seeking a highly skilled and detail-oriented Teller I to join our team at Enterprise Bank and Trust. As a Teller I, you will be responsible for providing exceptional customer service, processing transactions, and maintaining accurate records.Key Responsibilities:Process a variety of transactions, including cash deposits,...


  • Santa Fe, New Mexico, United States Enterprise Bank and Trust Full time

    Job SummaryThe Financial Services Representative serves as the bank's front-line customer service associate, responsible for creating a welcoming environment and good impression for our customers.Key ResponsibilitiesGreet clients as they enter the lobby and serve as the first point of contact for incoming phone calls.Serve customers in opening new accounts...


  • Santa Fe, New Mexico, United States Enterprise Bank and Trust Full time

    Job Title: Financial Services RepresentativeAbout the Role:The Financial Services Representative serves as the bank's front-line customer service associate, responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, and responding to customer...


  • Santa Fe, New Mexico, United States Capfed Full time

    **About Capfed**Capfed is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions. We are committed to helping our customers achieve their financial goals and build a brighter future.**Job Summary**We are seeking a highly motivated and customer-focused individual to join our team as a Customer...

  • Part Time Banker

    2 weeks ago


    Santa Fe, New Mexico, United States JPMorganChase Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Part Time Banker. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences and building long-lasting relationships with clients.Key ResponsibilitiesEngage clients as they enter the branch, welcoming them and...


  • Santa Fe, New Mexico, United States Enterprise Bank & Trust Full time

    Job Title: Administrative Assistant- Facilities ManagementEnterprise Bank & Trust is a leading financial institution committed to helping businesses succeed and communities thrive. As an Administrative Assistant- Facilities Management, you will play a vital role in supporting the Facilities Department in achieving its goals.Key Responsibilities:Provide...


  • Santa Fe, New Mexico, United States Kirtland Federal Credit Union Full time

    Member Service Specialist Job DescriptionKirtland Federal Credit Union is seeking a highly skilled Member Service Specialist to join our team. As a Member Service Specialist, you will be responsible for providing exceptional member service, answering member inquiries, and supporting the credit union's mission and vision.Key Responsibilities:Provide quality...


  • Santa Fe, New Mexico, United States Enterprise Bank and Trust Full time

    Job Title:Administrative Assistant - Facilities ManagementJob Summary:We are seeking a highly organized and detail-oriented Administrative Assistant to provide support to our Facilities Department. The successful candidate will be responsible for providing administrative support, ensuring timely and accurate processing of invoices, coordinating departmental...


  • Santa Fe, New Mexico, United States State Employees Credit Union Full time

    Job DescriptionJob Title: E-Services Specialist IReports to: E-Services Manager IISupervises: N/AJob Status: Non-ExemptJob Grade: 7 - $20.72 Targeted Hourly RateJob Summary:This role is responsible for overseeing current and future electronic delivery services to members. Services include debit cards, ATM cards, credit cards, instant issue, gift cards,...


  • Santa Fe, New Mexico, United States Tuesday Morning Full time

    Job Title: Assistant Store ManagerAt Tuesday Morning, we are seeking an experienced Assistant Store Manager to join our team. As a key member of our store leadership team, you will be responsible for driving sales, improving customer satisfaction, and ensuring the overall success of our store.Key Responsibilities:Maximize sales results by implementing...


  • Santa Fe, New Mexico, United States State of New Mexico Full time

    Job SummaryThis position is responsible for overseeing financial operations for the Juvenile Justice Services (JJS) Education Bureau, Juvenile Reintegration Centers, John Paul Taylor Center, Youth Diagnostic and Development Center, Medical and Facilities Mental Health.Key ResponsibilitiesProcess high volume of purchase orders and ensure compliance with...


  • Santa Fe, New Mexico, United States State of New Mexico Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at the State of New Mexico. This role will be responsible for overseeing financial operations for the Juvenile Justice Services (JJS) Education Bureau, Juvenile Reintegration Centers, John Paul Taylor Center, Youth Diagnostic and Development Center, Medical and...


  • Santa Fe, New Mexico, United States State of New Mexico Full time

    Job SummaryThis position is responsible for overseeing financial operations for the Juvenile Justice Services (JJS) Education Bureau, Juvenile Reintegration Centers, John Paul Taylor Center, Youth Diagnostic and Development Center, Medical and Facilities Mental Health. The ideal candidate will have knowledge of the SHARE financial system, experience with...


  • Santa Fe, New Mexico, United States State of New Mexico Full time

    Job SummaryThe State of New Mexico is seeking a highly skilled and experienced Special Agent to join our Securities Division. As a Special Agent, you will be responsible for conducting complex investigations and enforcing the New Mexico Uniform Securities Act.Key ResponsibilitiesConduct thorough investigations into allegations of securities fraud and other...


  • Santa Fe, New Mexico, United States Tuesday Morning Full time

    Job Summary:We are seeking a highly motivated and experienced Assistant Store Manager to join our team at Tuesday Morning. As a key member of our store leadership team, you will be responsible for driving sales growth, improving customer satisfaction, and maintaining a positive store environment.Key Responsibilities:Sales and Merchandising:Maximize sales...


  • Santa Monica, United States The Donerail Group Full time

    We are adding another Associate into our Santa Monica office!The Associate will be involved in all facets of Donerail's investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and on Donerail portfolio companies.Donerail is a financial services firm that has an...


  • Santa Monica, United States The Donerail Group Full time

    We are adding another Associate into our Santa Monica office!The Associate will be involved in all facets of Donerail's investment banking activities and will play an integral role supporting the origination and execution of mergers and acquisitions assignments for clients and on Donerail portfolio companies.Donerail is a financial services firm that has an...


  • Santa Fe, 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...


  • Santa Monica, California, United States The Donerail Group Full time

    About The Donerail GroupWe are a financial services firm with a strong presence in the investment banking advisory space, providing M&A advisory services to large public and private companies. Our team is passionate about delivering exceptional results and creating value for our clients.Job SummaryWe are seeking a highly motivated and experienced Investment...


  • Santa Monica, California, United States The Donerail Group Full time

    About The Donerail GroupWe are a financial services firm with a unique approach to investment banking advisory services. Our team is dedicated to providing expert guidance to clients and portfolio companies in the areas of mergers and acquisitions, corporate finance, and transaction advisory.Job SummaryWe are seeking a highly motivated and experienced...


  • Rancho Santa Margarita, California, United States Marquee Staffing - OC Full time

    Job SummaryDeliver exceptional customer experiences by assisting clients with account services and transactional needs. Promote and recommend banking products and services while providing support to branch and department teams.Key ResponsibilitiesClient EngagementActively engage clients to recommend banking products and services, identifying opportunities...


  • Santa Monica, California, United States First Citizens Bank Full time

    OverviewWe are seeking a highly skilled and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of our bank's capabilities, tools, and resources.Key...


  • Rancho Santa Margarita, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our branch team as a Bank Sales Representative. In this role, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of bank services.Key ResponsibilitiesEngage customers in conversation...


  • Santa Monica, California, United States First Citizens Bank Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of our bank's capabilities, tools, and...


  • Rancho Santa Margarita, California, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused individual to join our branch team as a Sales and Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions, and facilitating customer awareness and education of our bank's capabilities, tools, and...


  • Santa Rosa, United States Westamerica Bank Full time

    Job DescriptionJob DescriptionDescription:Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with...


  • Santa Fe, 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...

  • Teller I

    3 weeks ago


    Santa Fe, 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...


  • Santa Ana, California, United States Alex Mora - State Farm Agent Full time

    {"title": "Bank Products Position", "description": "Job DescriptionWe are seeking a highly organized and efficient specialist to join our team as a Bank Products Position. As a State Farm Agent Team Member, you will be responsible for providing exceptional customer service, establishing customer relationships, and promoting insurance products to meet the...

  • Banking Professional

    3 weeks ago


    Santa Monica, California, United States Zions Bancorporation Full time

    About the RoleWe are seeking a highly skilled Client Service Associate (Teller) to join our team at the Santa Monica, CA branch of California Bank & Trust. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and customers, ensuring a positive banking experience.Key ResponsibilitiesProcess debit and...


  • Santa Fe, 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...


  • Santa Fe, 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...


  • Santa Fe, 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...


  • Santa Fe, United States Enterprise Bank & 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 strong,...

  • Teller I

    3 weeks ago


    Santa Fe, 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...