[Apply Now] Financial Services Representative
Company: Enterprise Bank and Trust
Location: Olathe
Posted on: July 10, 2025
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Job Description:
*Candidates must be fluent in Spanish and English* 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, interesting colleagues and the
satisfaction of supporting our communities. Together, there’s no
stopping you! Job Title: Financial Services Representative Job
Description: 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.
Essential Duties and Responsibilities: - 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. Contact new clients
for onboarding activities. Assist in consumer loan applications and
closings in applicable markets. - Performs all teller duties
including all client transactions, maintaining and balancing a cash
drawer. 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. Follow up with the client to assure resolution.
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. - Perform other miscellaneous
duties as assigned. Qualifications: - Strong math and problem
solving skills. - Excellent interpersonal and customer service
skills with the ability to cross-sale products and services. - Must
maintain confidentiality of client transactions and bank records. -
Team-oriented, possess a positive attitude and work well with
others. - Strong oral and written communication skills. - Ability
to operate standard office equipment, such as computer
workstations, calculators, and copier. - Ability to prioritize;
handle multiple tasks; and work independently. - Strong
organizational skills and detail-oriented with a high degree of
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
or two years related experience or a 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 a personal
computer, including Microsoft Word and Excel. - Google Suite - IBS
- Salesforce Certificates, Licenses, and Registrations: - Notary
License as needed by the branch Scheduled Hours: Monday - Friday
9:30 AM - 6: 00 PM Rotating Saturday 9:00 AM - 1:00 PM 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.
Keywords: Enterprise Bank and Trust, Blue Springs , [Apply Now] Financial Services Representative, Accounting, Auditing , Olathe, Missouri