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 a good impression for our customers.

• Serve customers in opening new accounts for commercial and consumer clients.
• Use knowledge of bank products to make product and service recommendations based on customer needs.
• Contact new clients for onboarding activities.
• Assist in consumer loan applications and closings in applicable markets.
• Perform all teller duties including all client transactions, maintaining and balancing a cash drawer.
• Maintain and balance the ATM, Vault, Coin and Cash and GL Accounts daily.
• Follow all dual control procedures.
• Work as a team member to accomplish company objectives and personal goals.
• Provide 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 the client to assure resolution.
• Develop and maintain long‑term relationships with clients.
• Actively participate in training programs to acquire additional job knowledge and skills.
• Assist in opening and closing the branch, following corporate security procedures.
• Comply with all department and company policies, procedures, audit guidelines, and regulations.
• Perform 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 a copier.
• Ability to prioritize, handle multiple tasks, and work independently.
• Strong organizational skills, 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.

High School diploma or equivalent;
Associates degree in a business related field, or two years of related experience, or a combination thereof. 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.
• Familiarity with Google Suite, IBS, and 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. Enterprise Bank & Trust is 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 drug and background check screenings.

If you need an accommodation in order to apply for a position at Enterprise Bank & Trust, please contact Human Resources at