Financial Services Representative II
5 days ago
Enterprise Bank & Trust is seeking a highly skilled Financial Services Representative II to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities:- Provide personalized banking services to clients, including account opening and maintenance, loan applications, and cash management.
- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Work closely with our Treasury Management and Commercial Lending teams to provide comprehensive banking services to our clients.
- Assist with the opening and closing of the branch, ensuring all procedures are followed.
- Participate in training programs to maintain and acquire additional job knowledge and skills.
- High school diploma or equivalent, plus a minimum of two years banking experience.
- Excellent interpersonal, customer service, and sales skills.
- Strong work ethic, with the ability to think through and rationalize decisions.
- Team-oriented, with a positive attitude and ability to work well with others.
- Ability to handle multiple tasks and work independently.
- Self-motivated and goal-oriented, with the ability to meet established lobby goals.
- NMLS license.
- Knowledge of Bankway, Image Now, and Salesforce.
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. 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.
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