Financial Services Representative

Overview

Enterprise Bank & Trust is a community-focused bank with offices across multiple states. We are committed to supporting our communities and offers benefits and opportunities for professional growth.

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.

• Serves customers in opening new accounts for commercial and consumer clients. Has knowledge of bank products to make recommendations based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
• Performs all teller duties including client transactions, maintaining and balancing a cash drawer. Knowledge of ATM, vault, coin & cash, and GL accounts to be balanced daily. Knowledge of all dual control procedures.
• Works as a team member to accomplish company objectives and departmental goals.
• Provides outstanding customer service for lobby and phone requests. Researches and resolves client problems, acting as the customer liaison between other bank departments. Follows up with the client to assure resolution. Develops and maintains 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.
• Performs other miscellaneous duties as assigned.

• Strong math and problem solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sell products and services.
• Must maintain confidentiality of client transactions and bank records.
• Team-oriented, possess a positive attitude and work well with others.
• Strong oral and written communication skills.
• Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
• Ability to prioritize; handle multiple tasks; and work independently.
• Strong organizational skills and detail-oriented with a 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.

• None

• High School diploma or equivalent
• Associate's degree in a business-related field or two years related experience or a combination of education and experience
• Experience working in an environment with individual and team goals preferred
• Customer service experience required

• Skilled in operation of a personal computer, including Microsoft Word and Excel
• Google Suite
• IBS
• Salesforce

• Notary License as needed by the branch

Enterprise Bank & Trust is committed to equal opportunity in employment. 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 drug and background screenings.