Financial Services Representative II
4 weeks ago
Job Summary:
Enterprise Bank & Trust is seeking a Financial Services Representative II to join our team. As a key member of our customer service team, you will be responsible for creating a welcoming environment and good impression for our customers.
Key Responsibilities:
- Greet clients as they enter the lobby and serve as the first point of contact for incoming phone calls.
- Serve customers in opening new accounts for commercial and consumer clients.
- Have knowledge of bank products to make recommendations on products and services based on customer needs.
- 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 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.
Requirements:
- High school diploma or equivalent, plus a minimum of two years banking experience.
- 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.
Preferred Qualifications:
- Licensed NMLS.
- Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation.
- Familiar with consumer loan applications, products, and process.
Why Work for Enterprise Bank & Trust?
We are 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.
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.
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