Financial Services Representative

Enterprise Bank and Trust
US - Kansas - Merriam
January 8, 2025

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

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:

Greets clients as they enter the lobby, also serving as first person to answer incoming phone calls.
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.
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 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.
Other duties as required.

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
Good phone voice with professional and well-groomed appearance
Ability to interview customers and understand requests
Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
Ability to prioritize; handle multiple tasks; and work independently
Strong organizational skills and detail-oriented with 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
Bilingual in Spanish required

Supervisory Responsibilities:

None

Education and/or Experience:

High school diploma or equivalent, plus a minimum of one year banking experience

Computer and Software Skills:

Skilled in operation of a personal computer, including Microsoft Word, PowerPoint, and Excel
Gmail
Data entry and 40 WPM typing
Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
Knowledge of Bankway, Image Now, Salesforce (preferred)

Certificates, Licenses, and Registrations:

Notary License

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 download the Equal Employment Opportunity is the Law poster HERE.

Read the full job description and apply online on the recuiter's web-site

Related Job Postings

Psychiatrist Needed for Locum Tenens Coverage at Facility in Southeastern Kansas

LocumTenens com

US - KS - KS - Chase
December 28, 2024

About the facility A correctional facility is in need of coverage due to the difficulty of finding a permanent doctor. Credentialing takes roughly 3-4 weeks, and an active KS license is needed for this assignment. About the facility location The facility is located in southeast Kansas. About the...

Job Title:

Find Jobs Hiring Now Near You!

Get Jobilize Job Search Mobile App Now