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Bilingual Financial Services Representative

Bilingual Financial Services Representative

Enterprise Bank and TrustKansas City, MO, US
2 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

  • Candidates must be fluent in Spanish and English

Welcome to Enterprise Bank & Trust!

Founded with a passion for entrepreneurship and community , we are dedicated to helping businesses—from cozy coffee shops to large construction firms—thrive. With a presence in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas , we are a growing force committed to supporting our communities.

At Enterprise Bank & Trust, we believe in giving back. Our associates enjoy annual paid volunteer time off and charitable-matching opportunities . Recognized as a Best Bank to Work For by American Banker for multiple years, we offer a range of benefits and the chance to shape your career path with us. Join us in our mission to guide people toward a lifetime of financial success, and experience a fulfilling career filled with growth opportunities and inspiring colleagues.

Together, there’s no stopping you!

Job Title : Bilingual Financial Services Representative Job Description :

Summary :

As a Financial Services Representative, you will be the friendly face of our bank, creating a welcoming environment for our customers. Your key responsibilities will include :

Essential Duties and Responsibilities :

  • Assist customers in opening new accounts for both commercial and consumer clients, providing tailored recommendations based on their needs.
  • Perform all teller duties, including client transactions and cash drawer management, while ensuring compliance with dual control procedures.
  • Collaborate with your team to achieve company objectives and personal goals.
  • Deliver outstanding customer service, resolving inquiries and building long-term relationships with clients.
  • Engage in training programs to enhance your skills and knowledge.
  • Support branch operations by assisting in opening and closing procedures.
  • Adhere to all company policies, procedures, and regulations.
  • Take on additional duties as assigned.
  • Qualifications :

  • Strong math and problem-solving skills.
  • Excellent interpersonal and customer service abilities, with a knack for cross-selling products and services.
  • Commitment to maintaining confidentiality of client transactions and bank records.
  • Team-oriented with a positive attitude.
  • Strong oral and written communication skills.
  • Proficient in operating standard office equipment.
  • Ability to prioritize tasks and work independently.
  • Detail-oriented with strong organizational skills.
  • Familiarity with bank operations, products, and services.
  • Knowledge of banking laws and regulations, including the Bank Secrecy Act.
  • Bilingual in Spanish is preferred.
  • Supervisory Responsibilities :

  • None
  • Education and Experience :

  • High School diploma or equivalent.
  • Associates degree in a business-related field or two years of relevant experience.
  • Experience in a goal-oriented environment is preferred.
  • Customer service experience is required.
  • Computer and Software Skills :

  • Proficient in Microsoft Word and Excel.
  • Familiarity with Google Suite, IBS, and Salesforce.
  • Certificates, Licenses, and Registrations :

  • Notary License as required by the branch.
  • Schedule :

  • Monday - Friday, 8 : 30 AM - 5 : 30 PM
  • Equal Opportunity Statement :

    Enterprise Bank & Trust is committed to fostering an inclusive workforce. We ensure equal opportunity for all applicants, regardless of age, race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status. We also uphold the rights of individuals with disabilities. All employment offers are contingent upon successful completion of drug and background checks.

    Join us in making a positive impact in our communities while building a rewarding career!

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    Financial Service Representative • Kansas City, MO, US

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