Demo

Financial Operations Specialist

Enterprise Bank and Trust
Alhambra, CA Full Time
POSTED ON 3/29/2025
AVAILABLE BEFORE 4/28/2025

As a Financial Services Representative at Enterprise Bank & Trust, you will have the opportunity to serve as the bank's front-line customer service associate, creating a welcoming environment for our customers.

Responsibilities:

  • Originate accounts and services, handle teller transactions, and respond to customer inquiries by telephone and in person
  • Serve customers in opening new accounts for commercial and consumer clients, making recommendations on products and services based on customer needs
  • Perform all teller duties, including client transactions, maintaining and balancing a cash drawer
  • Provide outstanding customer service for lobby and phone requests, researching and resolving client problems

Requirements:

  • Excellent interpersonal and customer service skills with the ability to cross-sale products and services
  • Must maintain confidentiality of client transactions and bank records
  • Ability to operate standard office equipment, such as computer workstations, calculators, and copier
  • Thorough knowledge of bank operations, products, and services offered at the bank
  • Knowledge of banking laws and regulations, including the Bank Secrecy Act

Benefits:

  • Associates degree in business-related field or two years related experience or a combination of education and experience
  • Customer service experience required
  • Computer and software skills: skilled in operation of personal computer, Microsoft Word and Excel, Salesforce
  • Certificates, licenses, and registrations: Hourly Range $22

Other Information:

  • Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs
  • 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

Salary : $22

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