Financial Services Representative

21 hours ago

Olathe, Kansas, United States Enterprise Bank and Trust Full time

Job Title: Financial Services Representative

Job Summary:

The Financial Services Representative serves as the bank's front-line customer service associate, creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, and responding to customer inquiries by telephone and in person.

Key Responsibilities:

  • Greet clients as they enter the lobby and serve as the first point of contact for incoming phone calls.
  • Open new accounts for commercial and consumer clients, recommending bank products and services based on customer needs.
  • Perform all teller duties, including client transactions, maintaining and balancing a cash drawer.
  • Have knowledge of bank products, ATM, Vault, Coin & Cash, and GL Accounts to be balanced daily.
  • Follow all dual control procedures and serve as a team member to accomplish company objectives and lobby and personal goals.
  • Provide outstanding customer service for lobby and phone requests, researching and resolving client problems.
  • Develop and maintain long-term relationships with clients, actively participating in training programs to maintain and acquire additional job knowledge and skills.

Requirements:

  • Strong math and problem-solving skills.
  • Excellent interpersonal and customer service skills with the ability to cross-sell products and services.
  • 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 operate standard office equipment, such as computer workstations, typewriters, calculators, and copiers.
  • 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.
  • Bilingual in Spanish required.

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. Data entry and 40 WPM typing. Ability to operate standard office equipment, such as computer workstations, typewriters, calculators, and copiers. 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.

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