4,205 Accounting Firms jobs in the United States

Description
AWS is looking for experienced Solutions Architects to help advise our Financial Services customers on how to best adopt and leverage the value of AWS technologies. This is an ideal role for someone with deep experience in the FS industry, expert knowledge of FS applications and infrastructure, and a solid understanding of how cloud services can help FS customers transform their data centers, and more quickly develop innovative industry solutions.
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector.
Key job responsibilities
In this role, you will serve as a core member of the Financial Services industry team, and play a key role in executing our go-to-market strategies and programs at a country or area level. You will identify FS customer needs specific to your area or country; and engage directly with customers and account teams to determine business needs, and help define and develop industry solutions. You will also help coach SAs who are directly supporting FS customers as part of the AWS account teams, and gather and provide feedback to engineering teams on how to help FS customers more easily adopt AWS services.
The ideal candidate will have experience coaching senior engineers or solutions architects; working directly with customers; and helping to define and deploy secure, scalable, and reliable cloud solutions in Financial Services.
As a Principal FSI GTM SA, travel up to 30% could be included and will be discussed at the interview stage.
About the team
About AWS
Diverse Experiences
AWS values diverse experiences. Even if you do not meet all of the qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS?
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Inclusive Team Culture
Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing our uniqueness.
Mentorship & Career Growth
We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Work/Life Balance
We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
AWS Sales, Marketing, and Global Services (SMGS) is responsible for driving revenue, adoption, and growth from the largest and fastest growing small- and mid-market accounts to enterprise-level customers including public sector. The AWS Global Support team interacts with leading companies and believes that world-class support is critical to customer success. AWS Support also partners with a global list of customers that are building mission-critical applications on top of AWS services.
The AWS Industries team is committed to helping industry customers enable their digital transformation journeys. Our primary goal is to meet customers where they are in their cloud journey and work backwards from their industry specific needs to transform their business and their entire industry. Our team speaks the language of our industry customers, which means that we focus on business outcomes and industry use cases on behalf of our customers, whether that is how we build products and solutions, how we sell, how we deliver, or how we partner.
Basic Qualifications
- 10+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience
- Bachelor's degree in computer science, engineering, mathematics or equivalent
- Experience developing technology solutions and evangelising end-to-end technology roadmaps that guide IT transformations toward cloud computing
- Experience communicating across technical and non-technical audiences and at C-level, including training, workshops, publications
Preferred Qualifications
- Knowledge of distributed systems design and implementation or equivalent
- Knowledge of large scale automation and workflow management or equivalent
- Knowledge of database design and implementation or equivalent
- Knowledge of presentations and whiteboarding skills with a high degree of comfort speaking with internal and external executives, IT management, and developers
- Experience architecting, migrating, transforming or modernizing customer requirements to the cloud
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $164,500/year in our lowest geographic market up to $284,300/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling

Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.

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:

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 

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  .

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  .

Keywords:

financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling