Financial Services Representative-Bilingual

Job Description

Job Description

Fluency in Mandarin and Cantonese is a must!

Welcome to Enterprise Bank & Trust!

Founded with a passion for entrepreneurship and community support, we are dedicated to helping businesses—from cozy coffee shops to large construction firms—thrive. With a presence in states like Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas, we are a growing force committed to our communities.

At Enterprise Bank & Trust, we believe in giving back. Our associates enjoy annual paid volunteer time off and charitable-matching opportunities. Recognized as a Best Bank to Work For by American Banker for several years, we offer a wealth of benefits and the chance to shape your career path with us. Join us in our mission to guide individuals toward a lifetime of financial success, while enjoying a fulfilling career filled with growth opportunities and inspiring colleagues.

Together, there’s no stopping you!

Job Title: Financial Services RepresentativeJob Description:

Summary:

The Financial Services Representative is the friendly face of our bank, responsible for creating a welcoming environment for our customers. Your key functions will include:

• Opening new accounts for both commercial and consumer clients, providing tailored recommendations based on customer needs.
• Handling teller transactions and maintaining a balanced cash drawer.
• Delivering outstanding customer service, resolving inquiries, and building long-term relationships.
• Participating in training programs to enhance your skills and knowledge.
• Assisting in branch operations, including opening and closing procedures.
• Complying with all policies, procedures, and regulations.
• Taking on additional tasks as assigned.

Qualifications:

• Strong math and problem-solving skills.
• Excellent interpersonal and customer service abilities.
• Ability to maintain confidentiality of client transactions.
• Team-oriented with a positive attitude.
• Strong oral and written communication skills.
• Proficient in operating standard office equipment.
• Ability to prioritize tasks and work independently.
• Detail-oriented with strong organizational skills.
• Knowledge of bank operations, products, and services.
• Familiarity with banking laws and regulations, including the Bank Secrecy Act.

Education and Experience:

• High School diploma or equivalent.
• Associate's degree in a business-related field or two years of relevant experience.
• Experience in a goal-oriented environment preferred.
• Customer service experience is required.

Computer and Software Skills:

• Proficient in Microsoft Word and Excel.
• Familiar with Google Suite, IBS, and Salesforce.

Certificates, Licenses, and Registrations:

• Notary License as required by the branch.

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to fostering an inclusive workplace. We ensure equal opportunity for all applicants, including those with disabilities. If you require accommodations to apply, please let us know.

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. Employment offers are contingent upon successful completion of drug and background checks.