Kirtland Federal Credit Union
Albuquerque, New Mexico
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our West Alameda Branch in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program that includes employer match. Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employee Assistance Program Short- and Long-Term Disability Travel Assistance This is what we would like you to do: Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships. Responsible for problem resolution resulting in win-win for the member and the Credit Union. Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts. Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services. Primary Job Duties: Assumes responsibility for the effective and professional performance of member service functions. Meet with members, create and enhance member relationships Proactively analyze member financial needs and present product or service options Basic knowledge of all deposit and consumer loan products and services. Complete account maintenance tasks such as: check orders, debit cards and other related duties. Answers questions and solves problems for members by listening, collecting data, offering a variety of options. Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations Has basic knowledge of IRA accounts. Consult with members regarding basic money management and financial matters, as appropriate. Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers. Resolve members request and questions promptly and with KCU core value expectations. Utilize and adhere to KCU lobby management and MXS staffing model . Ensure Credit Unions quality and professional reputation is projected and maintained. Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management. Assists other branches or departments as needed. Assists all co-workers. Attends meetings as required Keeps Management informed of branch operational/sales activities and of any significant problems. Education/Certification: High School Diploma or equivalent Bachelors degree preferred. Experience Required: Minimum one years cash handling experience, sales and customer service preferred. Previous lending or sales experience preferred. Experience with IRA and other consumer deposit products preferred. Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred. Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction. Experience with customer service, identifying needs and providing solutions in a professional manner. Required knowledge, skills and abilities: Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the members trust. Able to create and maintain strong relationships. Strong analytical and financial skills. Bilingual a Plus! Differential available for Bilingual To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIaf6c222e2-
10/04/2025
Full time
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our West Alameda Branch in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program that includes employer match. Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employee Assistance Program Short- and Long-Term Disability Travel Assistance This is what we would like you to do: Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships. Responsible for problem resolution resulting in win-win for the member and the Credit Union. Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts. Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services. Primary Job Duties: Assumes responsibility for the effective and professional performance of member service functions. Meet with members, create and enhance member relationships Proactively analyze member financial needs and present product or service options Basic knowledge of all deposit and consumer loan products and services. Complete account maintenance tasks such as: check orders, debit cards and other related duties. Answers questions and solves problems for members by listening, collecting data, offering a variety of options. Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations Has basic knowledge of IRA accounts. Consult with members regarding basic money management and financial matters, as appropriate. Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers. Resolve members request and questions promptly and with KCU core value expectations. Utilize and adhere to KCU lobby management and MXS staffing model . Ensure Credit Unions quality and professional reputation is projected and maintained. Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management. Assists other branches or departments as needed. Assists all co-workers. Attends meetings as required Keeps Management informed of branch operational/sales activities and of any significant problems. Education/Certification: High School Diploma or equivalent Bachelors degree preferred. Experience Required: Minimum one years cash handling experience, sales and customer service preferred. Previous lending or sales experience preferred. Experience with IRA and other consumer deposit products preferred. Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred. Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction. Experience with customer service, identifying needs and providing solutions in a professional manner. Required knowledge, skills and abilities: Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the members trust. Able to create and maintain strong relationships. Strong analytical and financial skills. Bilingual a Plus! Differential available for Bilingual To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIaf6c222e2-
Kirtland Federal Credit Union
Albuquerque, New Mexico
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our West Alameda Branch in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program that includes employer match. Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employee Assistance Program Short- and Long-Term Disability Travel Assistance This is what we would like you to do: Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships. Responsible for problem resolution resulting in win-win for the member and the Credit Union. Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts. Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services. Primary Job Duties: Assumes responsibility for the effective and professional performance of member service functions. Meet with members, create and enhance member relationships Proactively analyze member financial needs and present product or service options Basic knowledge of all deposit and consumer loan products and services. Complete account maintenance tasks such as: check orders, debit cards and other related duties. Answers questions and solves problems for members by listening, collecting data, offering a variety of options. Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations Has basic knowledge of IRA accounts. Consult with members regarding basic money management and financial matters, as appropriate. Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers. Resolve member's request and questions promptly and with KCU core value expectations. Utilize and adhere to KCU lobby management and MXS staffing model . Ensure Credit Union's quality and professional reputation is projected and maintained. Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management. Assists other branches or departments as needed. Assists all co-workers. Attends meetings as required Keeps Management informed of branch operational/sales activities and of any significant problems. Education/Certification: High School Diploma or equivalent Bachelor's degree preferred. Experience Required: Minimum one year's cash handling experience, sales and customer service preferred. Previous lending or sales experience preferred. Experience with IRA and other consumer deposit products preferred. Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred. Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction. Experience with customer service, identifying needs and providing solutions in a professional manner. Required knowledge, skills and abilities: Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the members trust. Able to create and maintain strong relationships. Strong analytical and financial skills. Bilingual a Plus! Differential available for Bilingual To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIe163e-0104
10/03/2025
Full time
Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our West Alameda Branch in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer: Medical, Dental and Vision Insurance 401(k) Retirement savings program that includes employer match. Paid time off with accrual starting from day one. 11 Paid holidays off during the year! Tuition Reimbursement for College Degrees Employee Clothing Advance Fitness Reimbursement Program Employee Assistance Program Short- and Long-Term Disability Travel Assistance This is what we would like you to do: Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships. Responsible for problem resolution resulting in win-win for the member and the Credit Union. Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts. Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services. Primary Job Duties: Assumes responsibility for the effective and professional performance of member service functions. Meet with members, create and enhance member relationships Proactively analyze member financial needs and present product or service options Basic knowledge of all deposit and consumer loan products and services. Complete account maintenance tasks such as: check orders, debit cards and other related duties. Answers questions and solves problems for members by listening, collecting data, offering a variety of options. Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations Has basic knowledge of IRA accounts. Consult with members regarding basic money management and financial matters, as appropriate. Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers. Resolve member's request and questions promptly and with KCU core value expectations. Utilize and adhere to KCU lobby management and MXS staffing model . Ensure Credit Union's quality and professional reputation is projected and maintained. Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management. Assists other branches or departments as needed. Assists all co-workers. Attends meetings as required Keeps Management informed of branch operational/sales activities and of any significant problems. Education/Certification: High School Diploma or equivalent Bachelor's degree preferred. Experience Required: Minimum one year's cash handling experience, sales and customer service preferred. Previous lending or sales experience preferred. Experience with IRA and other consumer deposit products preferred. Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred. Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction. Experience with customer service, identifying needs and providing solutions in a professional manner. Required knowledge, skills and abilities: Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the members trust. Able to create and maintain strong relationships. Strong analytical and financial skills. Bilingual a Plus! Differential available for Bilingual To apply for this exciting opportunity, visit our careers page at Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. PIe163e-0104
At FNBO, our employees are the heart of our story--and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. The Teller is accountable for exceptional service when processing customer transactions at branch locations. Tellers work with FNBO customers with a friendly, positive attitude; and must take pride in their work and be committed to a common set of values outlined in the FNBO Operating Philosophy. Seeking a team oriented, positive and outgoing professional for a Teller role at FNBO! Must be available the hours of Mon-Fri 7am-7pm and Saturday 8am-1pm What's in it for you FNBO has a focus on a superior employee experience that goes hand in hand with our superior customer experience! All Full Time and Part Time Employees are eligible for benefits including: Competitive Pay -$18hr plus an extra 10% in pay for Speaking Spanish! 401k Match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development/Training/Career coaching/Job shadowing Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners FNBO green Converse shoes to celebrate your 1 year anniversary - "We walk in our customers' shoes!" Why should you choose FNBO FNBO has a history of doing what's right for our customers and the communities we serve. This sixth generation family-owned business has become the largest privately-owned bank in the United States and has been serving customers for 160 years. FNBO is proud to be committed to our core values of Integrity, Respect, and Passion. The spirit of teamwork has remained a key ingredient of FNBO's formula for success throughout our 160+ year history. We have fun, celebrate our wins, and strive for success. We care about our employees' well-being personally and professionally. What will you be doing Becoming a Teller is a great way to get a glimpse into the broad world of finance and banking. Our ideal candidate seeks opportunities to exceed our customer's expectations. They must offer consistent, efficient, and accurate service when processing customer transactions. Tellers are empowered to make the right decisions for our customers. We seek individuals with a friendly, positive attitude; who take pride in their work and are committed to a common set of values outlined in our Operating Philosophy. We are looking for individuals who enjoy being members of a team. Tellers develop their skills by participating in training activities and work with their team to achieve individual and team success. Join the FNBO team today! Teller Qualifications: High school diploma or GED Excellent interpersonal communication skills Desire to meet the financial needs of our customers and community Ability to stand for long periods of time Desired: Fluent in Spanish Ability to lift and carry 25 pounds Previous cash handling experience Previous Teller experience Demonstrated customer service skills Critical thinking and creative problem solving skills FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Compensation: Compensation range (base pay): $23,768.00-$38,076.00 IMPORTANT - This range is for the primary posting location of: Fort Collins, CO - Harmony Branch Final compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: . For additional information regarding compensation and benefits, e-mail FNBO at . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R- Equity, Diversity, & Inclusion: FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce. See the full FNBO Equity, Diversity, & Inclusion Statement here All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement
10/23/2021
Full time
At FNBO, our employees are the heart of our story--and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. The Teller is accountable for exceptional service when processing customer transactions at branch locations. Tellers work with FNBO customers with a friendly, positive attitude; and must take pride in their work and be committed to a common set of values outlined in the FNBO Operating Philosophy. Seeking a team oriented, positive and outgoing professional for a Teller role at FNBO! Must be available the hours of Mon-Fri 7am-7pm and Saturday 8am-1pm What's in it for you FNBO has a focus on a superior employee experience that goes hand in hand with our superior customer experience! All Full Time and Part Time Employees are eligible for benefits including: Competitive Pay -$18hr plus an extra 10% in pay for Speaking Spanish! 401k Match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development/Training/Career coaching/Job shadowing Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners FNBO green Converse shoes to celebrate your 1 year anniversary - "We walk in our customers' shoes!" Why should you choose FNBO FNBO has a history of doing what's right for our customers and the communities we serve. This sixth generation family-owned business has become the largest privately-owned bank in the United States and has been serving customers for 160 years. FNBO is proud to be committed to our core values of Integrity, Respect, and Passion. The spirit of teamwork has remained a key ingredient of FNBO's formula for success throughout our 160+ year history. We have fun, celebrate our wins, and strive for success. We care about our employees' well-being personally and professionally. What will you be doing Becoming a Teller is a great way to get a glimpse into the broad world of finance and banking. Our ideal candidate seeks opportunities to exceed our customer's expectations. They must offer consistent, efficient, and accurate service when processing customer transactions. Tellers are empowered to make the right decisions for our customers. We seek individuals with a friendly, positive attitude; who take pride in their work and are committed to a common set of values outlined in our Operating Philosophy. We are looking for individuals who enjoy being members of a team. Tellers develop their skills by participating in training activities and work with their team to achieve individual and team success. Join the FNBO team today! Teller Qualifications: High school diploma or GED Excellent interpersonal communication skills Desire to meet the financial needs of our customers and community Ability to stand for long periods of time Desired: Fluent in Spanish Ability to lift and carry 25 pounds Previous cash handling experience Previous Teller experience Demonstrated customer service skills Critical thinking and creative problem solving skills FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Compensation: Compensation range (base pay): $23,768.00-$38,076.00 IMPORTANT - This range is for the primary posting location of: Fort Collins, CO - Harmony Branch Final compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: . For additional information regarding compensation and benefits, e-mail FNBO at . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R- Equity, Diversity, & Inclusion: FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce. See the full FNBO Equity, Diversity, & Inclusion Statement here All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement
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 St. Louis, Kansas City, Phoenix, California and New Mexico, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted A Best Bank to Work For by American Banker, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you. Bilingual Financial Services Representative Job Description Being bilingual in Spanish is preferred. Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Greets clients as they enter the lobby, also serving as first person to answer incoming phone calls. Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings. Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with client to assure resolution. Develop and maintain long-term relationships with clients. Actively participates in training programs to maintain and acquire additional job knowledge and skills Assists in opening and closing the branch, following procedures set by corporate security. Complies with all department and company policies, procedures, audit guidelines, and regulations. Other duties as required. Qualifications: Strong math and problem solving skills Excellent interpersonal and customer service skills with the ability to cross sale products and services Must maintain confidentiality of client transactions and bank records Team-oriented, possess a positive attitude and work well with others Good phone voice with professional and well-groomed appearance Ability to interview customers and understand requests Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Ability to prioritize; handle multiple tasks; and work independently Strong organizational skills and detail-oriented with high degree of accuracy Thorough knowledge of bank operations, products, and services offered at the bank Knowledge of banking laws and regulations including the Bank Secrecy Act Supervisory Responsibilities: None Education and/or Experience: High school diploma or equivalent, plus a minimum of one year banking experience Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word, PowerPoint, and Excel Gmail Data entry and 40 WPM typing Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Knowledge of Bankway, Image Now, Salesforce (preferred) Certificates, Licenses, and Registrations: Notary License Equal Opportunity Statement Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
09/11/2021
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 St. Louis, Kansas City, Phoenix, California and New Mexico, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted A Best Bank to Work For by American Banker, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you. Bilingual Financial Services Representative Job Description Being bilingual in Spanish is preferred. Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Greets clients as they enter the lobby, also serving as first person to answer incoming phone calls. Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings. Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with client to assure resolution. Develop and maintain long-term relationships with clients. Actively participates in training programs to maintain and acquire additional job knowledge and skills Assists in opening and closing the branch, following procedures set by corporate security. Complies with all department and company policies, procedures, audit guidelines, and regulations. Other duties as required. Qualifications: Strong math and problem solving skills Excellent interpersonal and customer service skills with the ability to cross sale products and services Must maintain confidentiality of client transactions and bank records Team-oriented, possess a positive attitude and work well with others Good phone voice with professional and well-groomed appearance Ability to interview customers and understand requests Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Ability to prioritize; handle multiple tasks; and work independently Strong organizational skills and detail-oriented with high degree of accuracy Thorough knowledge of bank operations, products, and services offered at the bank Knowledge of banking laws and regulations including the Bank Secrecy Act Supervisory Responsibilities: None Education and/or Experience: High school diploma or equivalent, plus a minimum of one year banking experience Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word, PowerPoint, and Excel Gmail Data entry and 40 WPM typing Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier Knowledge of Bankway, Image Now, Salesforce (preferred) Certificates, Licenses, and Registrations: Notary License Equal Opportunity Statement Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
