Financial Services Representative II

Job Title

Financial Services Representative II

Financial Services Representative II serves as the bank’s more experienced 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, backing up for the teller line, 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. Contacts new clients for onboarding activities. Processes consumer loan applications and closings and obtains NMLS license for consumer real estate loans in applicable markets.
• As a backup for the teller line, performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Has knowledge of ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Possesses knowledge of all dual control procedures.
• Team member to accomplish company objectives and leadership goals. Works closely with Treasury Management Representative and Relationship Managers to develop stronger client relationships.
• Provides customer service for lobby and phone requests. Researches and resolves client problems, acting as the customer liaison between other bank departments. Follows up with clients to assure resolution.
• Actively participates in training programs to maintain and acquire additional job knowledge and skills.
• Complies with all department and company policies, procedures, audit guidelines, and regulations.
• Assists in opening and closing the branch, following corporate security procedures.
• Other duties as required.

• Excellent interpersonal, customer service, and sales skills.
• Professional appearance and demeanor with excellent phone etiquette.
• Strong work ethic with the ability to think through and rationalize decisions.
• Team-oriented, positive attitude, works well with others. Demonstrates diversity, flexibility, and commitment.
• Strong oral and written communication skills.
• Maintains the highest level of confidentiality for all information obtained.
• Organizational skills, detail-oriented, prioritization, accurate handling of forms and transactions. Capable of managing multiple tasks independently.
• Familiar with a variety of account ownerships, both personal and business, to effectively assist customers in opening accounts and obtaining required documentation.
• Familiar with consumer loan applications, products, and processes if applicable.

• None

• High School diploma or equivalent.
• Associate’s degree in a business related field or two years of related experience.
• Minimum of two years banking experience required.
• Experience working in an environment with individual and team goals preferred.
• Customer service experience required.

• Skilled in operating 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 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 .