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 offices across Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas, we are a growing force committed to our communities.

We believe in giving back, offering our associates annual paid volunteer time off and charitable-matching opportunities. Recognized as a Best Bank to Work For by American Banker for multiple years, we provide 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, and enjoy a fulfilling career surrounded by inspiring colleagues.

Together, there’s no stopping you!

Job Title: Financial Services RepresentativeJob Description:

Summary:

As a Financial Services Representative, you will be the friendly face of our bank, creating a welcoming environment for our customers. Your role will involve:

• Opening new accounts for both commercial and consumer clients, providing tailored recommendations based on their 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 with branch operations, including opening and closing procedures.
• Complying with all policies, procedures, and regulations.
• Taking on additional duties 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 standard office equipment and software.
• Ability to prioritize tasks and work independently.
• Detail-oriented with strong organizational skills.
• Knowledge of bank operations and relevant regulations.

Education and Experience:

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

Computer Skills:

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

Certificates and Licenses:

• 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. We are proud to be an Equal Opportunity Employer, and 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.

Join us in making a positive impact in our communities while building a rewarding career!