Financial Services Representative
Company: Enterprise Bank and Trust
Location: Olathe
Posted on: January 3, 2026
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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 Job Description: This position is contingent on the
closing of the acquisition of branches from First Interstate Bank.
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 Schedule: Monday - Friday 9:00 AM -
5:00 PM CST Location: 8001 Metcalf Ave. Suite 100 Overland Park, KS
66204 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, Olathe , Financial Services Representative, Accounting, Auditing , Olathe, Kansas
