Financial Services Representative
2 days ago
About the Role
">The Financial Services Representative plays a pivotal role in creating a welcoming environment and making a lasting impression on our customers. This individual will be responsible for originating accounts and services, handling teller transactions, and responding to customer inquiries by phone and in person.
Key Responsibilities
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- Greet clients as they enter the lobby and serve as the first point of contact for incoming phone calls">
- Serve customers in opening new accounts for commercial and consumer clients, providing recommendations on products and services based on their needs">
- Perform all teller duties, including client transactions, maintaining and balancing a cash drawer, and knowledge of bank operations">
- Provide exceptional customer service for lobby and phone requests, researching and resolving client problems, and developing long-term relationships with clients">
- Participate in training programs to maintain and acquire additional job knowledge and skills">
- Assist in opening and closing the branch, following procedures set by corporate security">
Requirements
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- Strong math and problem-solving skills">
- Excellent interpersonal and customer service skills with the ability to cross-sell products and services">
- Maintain confidentiality of client transactions and bank records">
- Team-oriented, positive attitude, and strong work ethic">
- Good phone voice, professional appearance, and bilingual in Spanish">
- Ability to operate standard office equipment, prioritize tasks, and work independently">
- Strong organizational skills, detail-oriented, and 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">
What We Offer
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- An estimated salary range of $45,000 - $65,000 per year">
- A dynamic and supportive work environment">
- Ongoing training and development opportunities">
- A comprehensive benefits package, including medical, dental, and vision coverage">
- A 401(k) retirement plan with company match">
- Paid time off and holidays">
- Opportunities for career growth and advancement">
About Us
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. We are proud to be an Equal Opportunity Employer and value diversity in our workplace.
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