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Financial Services Representative-Bilingual

Financial Services Representative-Bilingual

Enterprise Bank and TrustRowe, NM, US
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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 our mission to guide individuals toward a lifetime of financial success, and enjoy a fulfilling career surrounded by inspiring colleagues.

Together, there’s no stopping you!

Job Title : Financial Services Representative Job Description :

Summary :

As a Financial Services Representative, you will be the friendly face of our bank, creating a welcoming environment for 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.
  • Perform all teller duties, including client transactions and maintaining a balanced cash drawer.
  • Collaborate with team members to achieve company objectives and personal goals.
  • Deliver outstanding customer service, resolving inquiries and building long-term relationships.
  • Engage in training programs to enhance your skills and knowledge.
  • Help with branch opening and closing procedures, ensuring compliance with security protocols.
  • 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.
  • Commitment to confidentiality regarding client transactions and bank records.
  • Team-oriented with a positive attitude.
  • Strong oral and written communication skills.
  • Proficient in operating standard office equipment.
  • Ability to prioritize tasks and work independently.
  • Detail-oriented with strong organizational skills.
  • Thorough knowledge of bank operations, products, and services.
  • Understanding 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.
  • Familiarity 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 fostering an inclusive workforce. We ensure equal opportunities for all applicants, including those with disabilities. We are proud to be an Equal Opportunity Employer, and all qualified applicants will be considered 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 • Rowe, NM, US