Financial Services Representative 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. Serves customers in opening new accounts for commercial and consumer clients.

Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Assist in consumer loan applications and closings in applicable markets. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily.

Have knowledge of all dual control procedures. Serves as a team member to accomplish company objectives and lobby and personal goals. Provides outstanding customer service for lobby and phone requests.

Research and resolve client problems, acting as the customer liaison between other bank departments. Develop and maintain long-term relationships with clients. Actively participates 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. Excellent interpersonal and customer service skills with the ability to cross-sale products and services. Must maintain confidentiality of client transactions and bank records.

Ability to operate standard office equipment, such as computer workstations, calculators, and copier. Thorough knowledge of bank operations, products, and services offered at the bank. Knowledge of banking laws and regulations including the Bank Secrecy Act.





High School diploma or equivalent Associates degree in business related field or two years related experience or a combination of education and experience Experience working in an environment with individual and team goals preferred Computer and Software Skills: Skilled in operation of a personal computer, including Microsoft Word and Excel.

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Suite IBS 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 at [email protected].

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. 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.

Enterprise

Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida,



Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve.

We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, engaging colleagues and the satisfaction of supporting our communities.

Enterprise

Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank.

Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.) #

📌 Financial Services Customer Service Representative (White Rock)
🏢 Enterprise Financial Services
📍 White Rock