Banking Professional

6 days ago

Lenexa, Kansas, United States Enterprise Bank and Trust Full time
Job 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 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.
  • Contact new clients for onboarding activities.
  • Assist in consumer loan applications and closings.
  • 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.
Essential Duties and Responsibilities
  • 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 clients 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.
Qualifications
  • Strong math and problem-solving skills.
  • Excellent interpersonal and customer service skills with the ability to cross-sell 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 workstations, 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.

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