Bilingual Financial Services Representative II Job at Enterprise Bank and Trust, Anaheim, CA

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  • Enterprise Bank and Trust
  • Anaheim, CA

Job Description

Candidate must be fluent in English and Mandarin/Cantonese

Welcome to Enterprise Bank & Trust!

Founded with a passion for entrepreneurship and community support , we aim to empower businesses—from cozy coffee shops to large construction firms—helping them thrive and succeed.

With a presence in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas , we are a growing force dedicated to our communities. We extend our commitment to our associates by offering annual paid volunteer time off and charitable-matching opportunities. Recognized as a Best Bank to Work For by American Banker for multiple years, we provide a range of benefits and the chance to shape your career path with us. Join us in our mission to guide individuals toward a lifetime of financial success, and enjoy a fulfilling career filled with growth opportunities and supportive colleagues.

Together, there’s no stopping you!

Job Title: Financial Services Representative II

Job Description:

Summary:

The Financial Services Representative II is a key player on our front-line team, responsible for creating a welcoming atmosphere and making a positive impression on our customers. Your role will involve:

Essential Duties and Responsibilities:

  • Assist customers in opening new accounts for both commercial and consumer clients, leveraging your knowledge of bank products to recommend services that meet their needs.
  • Act as a backup for the teller line, performing all teller duties, including client transactions and cash drawer management.
  • Collaborate with Treasury Management Representatives and Relationship Managers to strengthen client relationships.
  • Provide exceptional customer service for lobby and phone inquiries, resolving client issues and ensuring follow-up.
  • Engage in training programs to enhance your skills and knowledge.
  • Adhere to all company policies, procedures, and regulations.
  • Assist in the opening and closing of the branch, following corporate security protocols.
  • Perform other duties as required.

Qualifications:

  • Excellent interpersonal, customer service, and sales skills.
  • Professional appearance and demeanor, with strong phone etiquette.
  • Strong work ethic and the ability to make rational decisions.
  • Team-oriented with a positive attitude, demonstrating flexibility and commitment.
  • Strong oral and written communication skills.
  • Ability to maintain confidentiality at all times.
  • Detail-oriented with strong organizational skills, capable of managing multiple tasks independently.
  • Familiarity with various account ownership types and consumer loan applications.
  • Willingness to travel up to 10% of the time to assist other local branches.

Supervisory Responsibilities:

  • None

Education and Experience:

  • High School diploma or equivalent.
  • Associate's degree in a business-related field or two years of relevant experience.
  • Minimum of two years of banking experience required.
  • Experience in a goal-oriented environment preferred.
  • Customer service experience is essential.

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.

Compensation:

Salary Range: $22.50 - $27.00 per hour (based on relevant experience, skills, and competencies).

Equal Opportunity Statement:

Enterprise Bank & Trust is dedicated to ensuring equal opportunity for all individuals, including those with disabilities. We are proud to be an Equal Opportunity Employer, and 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. All employment offers are contingent upon successful completion of drug and background checks.

Job Tags

Hourly pay, Local area,

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