Financial Services Representative (Bilingual — Spanish)
Enterprise Bank & Trust, Kansas City, KS, United States
Job Title
Financial Services Representative (Bilingual — Spanish)
Summary The Financial Services Representative serves as the bank’s front‑line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Responsibilities
Serves customers in opening new accounts for commercial and consumer clients. Knowledge of bank products to make recommendations based on customer needs. Onboards new clients.
Performs all teller duties including client transactions, maintaining and balancing a cash drawer. Knowledge of ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and personal goals.
Provides outstanding customer service for lobby and phone requests. Researches and resolves client problems, acting as liaison to other bank departments. Follows up with clients to assure resolution. Develops and maintains long‑term relationships.
Participates actively 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.
Performs other miscellaneous duties as assigned.
Qualifications
Strong math and problem‑solving skills.
Excellent interpersonal and customer service skills with ability to cross‑sell products and services.
Must maintain confidentiality of client transactions and bank records.
Team‑oriented, positive attitude, works well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment (computer workstations, calculators, copier).
Ability to prioritize, handle multiple tasks, and work independently.
Strong organizational skills and detail‑oriented with high accuracy.
Thorough knowledge of bank operations, products and services offered at the bank.
Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities
None
Education And/or Experience
High School diploma or equivalent.
Associates degree in business related field, two years related experience, or combination of education and experience.
Experience working in an environment with individual and team goals preferred.
Customer service experience required.
Computer And Software Skills
Skilled in operation of personal computer, including Microsoft Word and Excel.
Google Suite.
IBS.
Salesforce.
Certificates, Licenses, And Registrations
Notary License as needed by the branch.
Equal Opportunity Statement 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 at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. 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. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
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Summary The Financial Services Representative serves as the bank’s front‑line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Responsibilities
Serves customers in opening new accounts for commercial and consumer clients. Knowledge of bank products to make recommendations based on customer needs. Onboards new clients.
Performs all teller duties including client transactions, maintaining and balancing a cash drawer. Knowledge of ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and personal goals.
Provides outstanding customer service for lobby and phone requests. Researches and resolves client problems, acting as liaison to other bank departments. Follows up with clients to assure resolution. Develops and maintains long‑term relationships.
Participates actively 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.
Performs other miscellaneous duties as assigned.
Qualifications
Strong math and problem‑solving skills.
Excellent interpersonal and customer service skills with ability to cross‑sell products and services.
Must maintain confidentiality of client transactions and bank records.
Team‑oriented, positive attitude, works well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment (computer workstations, calculators, copier).
Ability to prioritize, handle multiple tasks, and work independently.
Strong organizational skills and detail‑oriented with high accuracy.
Thorough knowledge of bank operations, products and services offered at the bank.
Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities
None
Education And/or Experience
High School diploma or equivalent.
Associates degree in business related field, two years related experience, or combination of education and experience.
Experience working in an environment with individual and team goals preferred.
Customer service experience required.
Computer And Software Skills
Skilled in operation of personal computer, including Microsoft Word and Excel.
Google Suite.
IBS.
Salesforce.
Certificates, Licenses, And Registrations
Notary License as needed by the branch.
Equal Opportunity Statement 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 at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. 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. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
#J-18808-Ljbffr