Financial Services Representative

Job Title

Financial Services Representative

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 in order to make recommendations based on customer needs. Contacts new clients for onboarding activities. Assists in consumer loan applications and closings in applicable markets.
• Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Has knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Knows dual control procedures.
• Serves as a team member to accomplish company objectives and personal 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.
• 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 ability to cross‑sell products and services.
• Must maintain confidentiality of client transactions and bank records.
• Team‑oriented, possessing a positive attitude and works 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 attention to detail with high accuracy.
• Thorough knowledge of bank operations, products, and services offered.
• Knowledge of banking laws and regulations including the Bank Secrecy Act.

• None

• High School diploma or equivalent.
• Associates degree in 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 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 read the following statement.