Senior Banking & Client Services Representative

Enterprise Financial Services Corp.; Iowa (LA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Volunteer time off

Charitable matching opportunities

Job summary

Enterprise Bank & Trust seeks a Financial Services Representative II to deliver welcoming front-line service and to open new accounts for commercial and consumer clients. You will support teller operations and respond to customer inquiries in person and by phone.

The role requires strong interpersonal, customer service and sales skills, with high standards for confidentiality and professionalism. Opportunities exist to advance with Treasury Management and Relationship Managers.

Qualifications

• High school diploma or equivalent required; associates degree preferred.
• 2+ years banking experience preferred; experience in customer service and sales is valued.
• Ability to open accounts and explain products/services to customers.
• Familiar with consumer loan applications and processes when applicable.

Responsibilities

• Open new accounts for commercial and consumer clients.
• Provide excellent customer service and respond to inquiries in person and by phone.
• Back up teller duties and balance cash drawer.
• Know bank products to recommend suitable solutions based on customer needs.
• Support onboarding activities for new clients and maintain client relationships.

Skills

Interpersonal skills

Customer service

Sales skills

Phone etiquette

Written communication

Teamwork

Confidentiality

Education

High School diploma or equivalent

Associates degree in business or related field

Tools

Microsoft Word

Excel

Google Suite

Salesforce

Job description

Enterprise Bank & Trust seeks a Financial Services Representative II to deliver welcoming front-line service and to open new accounts for commercial and consumer clients. You will support teller operations and respond to customer inquiries in person and by phone.

The role requires strong interpersonal, customer service and sales skills, with high standards for confidentiality and professionalism. Opportunities exist to advance with Treasury Management and Relationship Managers.