Financial Services Representative

5 days ago

Overland Park, United States Enterprise Bank and Trust Full time
Financial Services Representative at Enterprise Bank and Trust summary:

The Financial Services Representative at Enterprise Bank & Trust is responsible for providing excellent customer service as a frontline associate. This role involves assisting clients with account openings, handling transactions, and resolving inquiries while adhering to banking regulations and company policies. The position emphasizes building long-term customer relationships and requires strong interpersonal skills along with a thorough understanding of bank operations and products.

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
  • 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 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.


Keywords:

financial services, customer service, banking operations, account management, client relationships, teller transactions, financial advising, bank products, consumer loans, communication skills

  • Financial Services Representative

    1 week ago

    Tinley Park, Illinois, United States PNC Financial Services Group Full time

    We are seeking a highly skilled Financial Services Representative to join our team. As a Full-Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong...

  • Financial Services Representative

    2 weeks ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust serves as the front-line customer service associate, welcoming clients and facilitating their banking needs. This role involves account origination, handling transactions, and providing support for consumer loans, all...

  • Financial Services Representative

    2 days ago

    Edgewater Park, United States Transamerica Financial Advisors Full time

    Captive Life Insurance/Financial Services representative.Full Training. Top Commissions. Paid Training Allowance.Marketing Allowance.Comprehensive product line. Full Benefits package with Pension.

  • Financial Services Representative

    2 weeks ago

    Buena Park, California, United States Lobel Financial Corporation Full time

    Financial Services RoleWe are looking for a talented and motivated individual to fill the role of Financial Services Representative. As a key member of our team, you will be responsible for verifying auto loan information through outbound calls and providing exceptional customer service. The ideal candidate will have strong communication skills, attention to...

  • Career Opportunities in Financial Services

    1 week ago

    Overland Park, Kansas, United States FIVE RINGS FINANCIAL Full time

    About Five Rings FinancialWe are a dynamic and innovative financial services company with a proven track record of building successful business owners. For over four decades, we have recruited and trained thousands of associates, positively impacting the financial direction of over 800,000 middle-American households across all 50 states.Our objective is...

  • Financial Services Representative

    2 weeks ago

    Comstock Park, Michigan, United States ChoiceOne Financial Services Full time

    Job SummaryThe Part-Time Float Teller will play a vital role in delivering World Class Customer Service by handling banking transactions accurately and efficiently. As the face of ChoiceOne Financial Services, you will provide top-notch service to our customers while growing our business through daily interactions.About UsWe are ChoiceOne Financial Services,...

  • Financial Services Representative

    1 week ago

    Elmwood Park, New Jersey, United States OneMain Financial Full time

    Job DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for empowering customers by providing access to friendly, fast, and affordable financing for life's expenses.In this role, you will:Deliver results related to individual and...

  • Financial Services Representative

    4 weeks ago

    Overland Park, 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, were strong,...

  • Financial Representative

    2 days ago

    Overland Park, United States Western & Southern Life Full time

    Organization : Name KANSAS CITY KS Default: Location : City OVERLAND PARK Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...

  • Financial Representative

    2 days ago

    Overland Park, United States Western & Southern Life Full time

    Organization : Name: KANSAS CITY KS Default: Location : City: OVERLAND PARK Overview: The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...

  • Enterprise Bank and Trust | Financial Services Representative

    2 weeks ago

    overland park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust serves as the front-line customer service associate, welcoming clients and facilitating their banking needs. This role involves account origination, handling transactions, and providing support for consumer loans, all...

  • Financial Services Representative

    1 month ago

    Overland Park, United States First National Bank of Omaha Full time

    About the JobAs a Personal Banker at First National Bank of Omaha, you will play a vital role in helping customers achieve their financial goals. We are seeking an experienced and customer-focused individual to join our team.Job Summary:Provide exceptional customer service and support to clientsGain a deep understanding of customers' financial needs and...

  • Enterprise Bank and Trust | Financial Services Representative

    7 days ago

    overland park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust is responsible for providing excellent customer service as a frontline associate. This role involves assisting clients with account openings, handling transactions, and resolving inquiries while adhering to banking...

  • Financial Services Representative

    1 week ago

    Elmwood Park, New Jersey, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're committed to empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a crucial role in helping customers achieve their financial goals.Key Responsibilities:Deliver results related to individual and branch sales goals as...

  • Financial Services Expert

    2 weeks ago

    Overland Park, Kansas, United States ACCOUNTING & ADVISORY SERVICES PA Full time

    Financial Services Expert OpportunityWe are looking for a skilled Financial Services Expert to join our team at Accounting & Advisory Services, P.A.About Our ServicesOur firm offers a wide range of accounting and consulting services to businesses and individuals.We cater to diverse industries, including real estate, medical practices, and more.Key...

  • Financial Service Representative

    1 week ago

    Rego Park, New York, United States Municipal Credit Union Full time

    Job Title: Financial Service RepresentativeMunicipal Credit Union is looking for a highly skilled Financial Service Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members, ensuring accurate financial transactions, and maintaining a positive working environment.Primary...

  • Financial Services Representative

    1 week ago

    Clifton Park, New York, United States Trustco Bank Full time

    Job Summary:We are seeking a Financial Services Representative to join our team at our Clifton Park, NY branch. As a Financial Services Representative, you will be responsible for providing exceptional customer service, selling bank products and services, and building relationships with existing and potential customers.Key Responsibilities:Sell and promote...

  • Prime Capital Financial | Financial Analyst

    7 days ago

    overland park, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor and...

  • Prime Capital Financial | Financial Analyst

    1 week ago

    overland park, United States Prime Capital Financial Full time

    Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor and...

  • Financial Services Representative

    1 week ago

    Winter Park, Florida, United States MANUEL HUERTAS INSURANCE AGENCY LLC Full time

    Do you have a passion for helping others and a drive to succeed? We are seeking a Financial Services Representative to join our team at Manuel Huertas Insurance Agency LLC.The ideal candidate will have a strong background in sales and a willingness to learn about insurance products. You will work closely with customers to understand their needs and provide...