Financial Services Associate: Open Accounts & Customer Care

Enterprise Financial Services Corp.; Scottsdale (AZ); On-site; USD 30,000 - 42,000; Full time

Job summary

Enterprise Bank & Trust in Scottsdale, AZ is seeking a Financial Services Representative to serve as the front-line concierge for customers, opening new accounts, handling teller transactions, and answering inquiries by phone and in person. You will develop knowledge of bank products to recommend solutions, perform onboarding activities, and support a team focused on service quality and accuracy.

Strong interpersonal skills, confidentiality, and the ability to multitask are essential; a high

Qualifications

• High School diploma or equivalent
• Associates degree in business related field or two years related experience or a combination of education and experience
• Customer service experience required
• Strong math and problem solving skills
• Excellent interpersonal and customer service skills

Responsibilities

• Serves customers in opening new accounts for commercial and consumer clients
• Balances cash drawer and performs teller duties
• Handles teller transactions and responds to customer inquiries by telephone and in person
• Maintains knowledge of bank products to make recommendations based on customer needs
• Assists in onboarding activities and loan applications in applicable markets
• Participates in training and adheres to bank policies and procedures

Job description

Enterprise Bank & Trust in Scottsdale, AZ is seeking a Financial Services Representative to serve as the front-line concierge for customers, opening new accounts, handling teller transactions, and answering inquiries by phone and in person. You will develop knowledge of bank products to recommend solutions, perform onboarding activities, and support a team focused on service quality and accuracy.

Strong interpersonal skills, confidentiality, and the ability to multitask are essential; a high