Financial Services Representative II

1 month ago

Anaheim, United States Enterprise Bank and Trust Full time

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 IIJob Description:

Summary:

Financial Services Representative II serves as the bank’s more experienced 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, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.

Essential Duties and Responsibilities:

  • Greeting clients as they enter the lobby, 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. Process consumer loan applications and closings and NMLS license for consumer real estate loans.  Work with treasury management and commercial lenders to service commercial clients.

  • As back up for the teller line, be able to perform 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. As the experienced banker this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships.   

  • Provides 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.

  • Complies with all department and company policies, procedures, audit guidelines, and regulations. 

  • Assists in opening and closing the branch, following procedures set by corporate security.

  • Proactive calling for prospects and prepare annual reviews for deposit only clients.

  • Other duties as required.

Qualifications:

  • Excellent interpersonal, customer service, and sales skills

  • Present professional appearance and demeanor including excellent phone etiquette

  • Strong work ethic with the ability to think through and rationalize decisions

  • Team-oriented, possess a positive attitude and works well with others.  Demonstrates diversity, flexibility, and commitment.

  • This position requires a perceptive person who is capable of relating to individuals at all levels. Situations that present themselves may require sensitivity to both customer and bank needs and goodwill.

  • Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.

  • Strong organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy.  Must be able to handle multiple tasks and work independently.

  • Must be able to count cash quickly and accurately, have the ability to work in a fast paced environment and under pressure as needed.

  • Self-motivated and goal-oriented. Have the ability to meet established lobby goals.

  • Familiar with a variety of account ownerships, both personal and business, to effectively assist customers’ needs in opening accounts and obtaining required documentation.

  • Must be willing to travel periodically to other local branch locations when coverage is needed

Supervisory Responsibilities:

  • None

Education and/or Experience:

  • High school diploma or equivalent , plus a minimum of two years banking experience

Computer and Software Skills:

  • Skilled in operation of a personal computer, including Microsoft Word, PowerPoint and Excel

  • Gmail, Google Docs

  • Data entry and 40 WPM typing

  • Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier

  • Knowledge of IBS Insight, Image Now, Salesforce (preferred)

Certificates, Licenses and Registrations:

  • Notary License preferred

COMPENSATION

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

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 download the Equal Employment Opportunity is the Law poster HERE.

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