Financial Services Representative

2 months ago

Olathe KS 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 RepresentativeJob 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:                                                                                  

  • 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
  • Must be bilingual in Spanish

               

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 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.

  • Financial Services Representative

    2 weeks ago

    Olathe, KS, 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...

  • Financial Services Representative

    2 months ago

    Olathe, KS, 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...

  • Financial Services Customer Service Representative

    2 weeks ago

    Olathe, KS, 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...

  • Financial Services Representative

    24 hours ago

    Olathe, Kansas, United States Inceed Full time

    Job SummaryWe are seeking a skilled Financial Services Representative to join our team at Inceed. As a Financial Services Representative, you will be responsible for reviewing and resolving past due billings, coordinating with insurance companies and/or individuals, and processing refunds and billing adjustments.ResponsibilitiesReview and resolve past due...

  • Financial Services Representative

    1 week ago

    Inglewood, CA, United States Oraguzie Financial Services Full time

    EXCITING NEWS..! We are now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom and be a part of a bigger purpose. If helping people is something you feel passionate about then this is the perfect place for you! 

  • Financial Services Representative

    2 months ago

    Olathe, 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...

  • Financial Services Representative

    2 months ago

    Olathe, 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...

  • Financial Services Representative

    2 months ago

    Olathe, 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...

  • Financial Services Representative

    1 month ago

    Olathe, 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...

  • Financial Services Representative

    2 months ago

    Shawnee Mission, KS, 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,...

  • Customer Service Representative

    2 weeks ago

    United, United States Washington Financial Bank Full time

    CUSTOMER SERVICE REPRESENTATIVE – This job is responsible for working as an active member of the branch sales/service team to meet customer needs and ensure customer satisfaction. Requires a comprehensive knowledge of bank consumer products/services and the documents used for new accounts. A high school diploma or equivalent, specialized banking...

  • Patient Financial Services Representative

    3 days ago

    Olathe, Kansas, United States Inceed Full time

    About the RoleWe are seeking a skilled Patient Financial Counselor to join our team at a great company in Olathe, KS.ResponsibilitiesReview and resolve past due billingsCoordinate with insurance companies and/or individualsProcess refunds and billing adjustmentsRequirementsHigh school diploma or GED1-3 years of experience with insurance or healthcarePerks...

  • Retail Customer Service Representative

    5 days ago

    Olathe, Kansas, United States FedEx Full time

    Job SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Retail Customer Service Representative. As a key member of our retail store team, you will be responsible for delivering exceptional customer experiences, providing expert advice on our products and services, and ensuring that our customers receive the highest...

  • Financial Services Consultant

    2 weeks ago

    Olathe, Kansas, United States Commerce Bancshares, Inc. Full time

    About Commerce Bancshares, Inc.At Commerce, we believe that building a career is about more than just climbing the corporate ladder. It’s about making a meaningful impact in the lives of our clients and the communities we serve.Your Role as a Personal BankerAs a Personal Banker, you will play a crucial role in:Providing Exceptional Service: Deliver...

  • Financial Services Consultant

    2 weeks ago

    Olathe, Kansas, United States Commerce Bancshares, Inc. Full time

    About Commerce Bancshares, Inc. At Commerce, we believe that building a career is more than just climbing the corporate ladder. It’s about making a positive impact on the lives of our clients and the communities we serve. Your Role as a Personal Banker As a Personal Banker, you will play a crucial role in: Empowering Clients: Assist individuals in...

  • Patient Financial Services Representative

    2 weeks ago

    Lincoln, NE, United States Lincoln Surgical Hospital Full time

    Lincoln Surgical Hospital is an innovative healthcare leader in providing exceptional surgical services for our patients. Our dedicated physicians and staff strive to achieve optimal surgical outcomes in a patient-focused atmosphere.We are looking for a Patient Financial Services Representative to join our team.Hours: 80 hours per pay period (2 weeks),...

  • Customer Service Representative

    2 weeks ago

    Olathe, United States A.C.E. Executives Full time $37,000 - $46,000

    Job DescriptionJob DescriptionThe consumer comes first within the hospitality industry and that is no exception at A.C.E. Executives. Our Customer Service Representatives help the local neighborhoods by offering products and services from our various clientele to increase their brand awareness and community outreach. As a Customer Service Representative, you...

  • Patient Service Representative

    23 hours ago

    Olathe, Kansas, United States The University of Kansas Health System Full time

    Job SummaryThe University of Kansas Health System is seeking a skilled Patient Service Representative to join our team on a part-time basis, working weekends. As a Patient Service Representative, you will be responsible for providing exceptional patient service and ensuring a smooth registration process for patients arriving at our main hospital.Key...

  • Financial Services Representative II

    2 months ago

    Anaheim, CA, 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...

  • Senior Fraud Services Consultant

    1 week ago

    , IL, United States Discover Financial Services Full time

    Discover. A brighter future.At Discover Financial Services, you will engage in impactful work from the outset. Our cooperative environment is founded on three essential principles: We Play to Win, We Get Better Every Day, and We Succeed Together. We genuinely want you to develop and contribute to one of the foremost digital banking and payments organizations...