Financial Services Representative II
Company: Enterprise Bank and Trust
Location: Scottsdale
Posted on: January 16, 2026
|
|
|
Job Description:
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 II Job Description: Summary: Financial Services
Representative II serves as the bank’s more experienced 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, backing up
for the teller line, 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. Process consumer
loan applications and closings and NMLS license for consumer real
estate loans, in applicable markets. As back up for the teller
line, be able to perform 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. As the experienced banker, this individual
would be expected to work closely with the Treasury Management
Representative and the Relationship Managers to develop stronger
client relationships. Provides customer service for lobby and phone
requests. Research and resolve client problems, acting as the
customer liaison between other bank departments. Follow-up with
clients to assure resolution. Actively participates in training
programs to maintain and acquire additional job knowledge and
skills. Complies with all department and company policies,
procedures, audit guidelines, and regulations. Assists in opening
and closing the branch, following procedures set by corporate
security. Other duties as required. Qualifications: Excellent
interpersonal, customer service, and sales skills. Present
professional appearance and demeanor including excellent phone
etiquette. Strong work ethic with the ability to think through and
rationalize decisions. Team-oriented, possess a positive attitude
and works well with others. Demonstrates diversity, flexibility,
and commitment. Strong oral and written communication skills.
Represent the bank in a manner that maintains the highest level of
confidentiality with all information obtained. Organizational
skills, detail-oriented with the ability to establish priorities
and to complete forms and handle transactions with a high degree of
accuracy. Must be able to handle multiple tasks and work
independently. Familiar with a variety of account ownerships, both
personal and business, to effectively assist customers’ needs in
opening accounts and obtaining required documentation. Familiar
with consumer loan applications, products, and process if
applicable. Supervisory Responsibilities: None Education and/or
Experience: High School diploma or equivalent Associates degree in
business related field or two years related experience Minimum of
two years banking experience required 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 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, Mesa , Financial Services Representative II, Accounting, Auditing , Scottsdale, Arizona
