Financial Services Representative II jobs in United States
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Enterprise Bank & Trust · 2 hours ago

Financial Services Representative II

Enterprise Bank & Trust is a community-focused bank committed to helping businesses succeed and communities thrive. The Financial Services Representative II serves as the bank’s front-line customer service associate, responsible for account origination, handling transactions, and responding to customer inquiries.

BankingFinancial Services
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Growth Opportunities

Responsibilities

Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services 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 all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures
Serves as a team member to accomplish company objectives and lobby and personal goals
Provides 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 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
Perform other miscellaneous duties as assigned

Qualification

Customer service experienceBank operationsMath skillsSalesforceMicrosoft WordExcelNotary LicenseGoogle SuiteIBSInterpersonal skillsProblem solving skillsTeam-orientedWritten communication skillsOrganizational skillsAttention to detail

Required

Strong math and problem solving skills
Excellent interpersonal and customer service skills with the ability to cross-sale 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
High School diploma or equivalent
Associates degree in business related field or two years related experience or a combination of education and experience
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

Preferred

Experience working in an environment with individual and team goals

Benefits

Annual paid volunteer time off
Charitable-matching opportunities

Company

Enterprise Bank & Trust

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Enterprise Bank & Trust provides banking products and services.

Funding

Current Stage
Public Company
Total Funding
unknown
1998-09-08IPO

Leadership Team

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Jamie Buckley
SVP - Director of Commercial & Industrial Banking
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Company data provided by crunchbase