Financial Services Representative II

5 days ago


Los Alamos, New Mexico, United States Enterprise Bank and Trust Full time
Job Title: Financial Services Representative II

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

Key Responsibilities:
  • Greet clients and serve as the first point of contact for incoming phone calls.
  • Originate new accounts for commercial and consumer clients, making recommendations on products and services based on customer needs.
  • Process consumer loan applications and closings, and maintain knowledge of bank products and services.
  • Work closely with Treasury Management and Commercial Lenders to service commercial clients.
  • Provide exceptional customer service, resolving client problems and acting as a liaison between other bank departments.
Requirements:
  • Excellent interpersonal, customer service, and sales skills.
  • Strong work ethic and ability to think critically and make decisions.
  • Team-oriented and positive attitude, with a commitment to diversity and flexibility.
  • Ability to maintain confidentiality and represent the bank in a professional manner.
  • Strong organizational skills, attention to detail, and ability to prioritize tasks.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to make a real difference in the lives of our customers and communities.


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