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 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 .

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

  • 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

    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

    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...

  • 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,...

  • Enterprise Bank and Trust | Senior Loan Coordinator | overland park, ks

    4 weeks ago

    overland park, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust manages the integrity of customer and loan information in the bank's loan origination system, ensuring accurate data processing and compliance. This role requires collaboration with Relationship Managers and various internal departments to...

  • Senior Loan Coordinator

    4 weeks ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust manages the integrity of customer and loan information in the bank's loan origination system, ensuring accurate data processing and compliance. This role requires collaboration with Relationship Managers and various internal departments to...

  • Senior Loan Coordinator

    5 days ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: As a Senior Loan Coordinator at Enterprise Bank & Trust, I ensure data integrity of customer and loan information within our loan origination system. I collaborate closely with Relationship Managers to generate and manage complex loan requests, while acting as a liaison between various...

  • Senior Loan Coordinator

    3 days ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator is responsible for ensuring data integrity in customer and loan information within loan applications and product packages while collaborating with Relationship Managers on complex loan requests. This role serves as a liaison between various internal departments and...

  • Senior Loan Coordinator

    4 weeks ago

    Overland Park, KS, United States Enterprise Bank and Trust Full time

    Senior Loan Coordinator at Enterprise Bank and Trust summary: The Senior Loan Coordinator at Enterprise Bank & Trust manages the integrity of customer and loan information in the bank's loan origination system, ensuring accurate data processing and compliance. This role requires collaboration with Relationship Managers and various internal departments...

  • Senior Loan Coordinator

    1 month ago

    Overland Park, United States Enterprise Bank & 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,...

  • Financial Services Representative

    1 week ago

    Orland Park, Illinois, United States Providence Bank & Trust Full time

    Job OverviewWe are currently seeking a skilled and enthusiastic individual to join our Retail Team at Providence Bank & Trust. As a Relationship Banker, you will play a critical role in enhancing customer relationships by providing exceptional customer service and meeting the financial needs of our clients.

  • 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...

  • 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...

  • 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...

  • Enterprise Sales Representative

    2 weeks ago

    Loves Park, Illinois, United States Transparent Financial Full time

    Job Title: Enterprise Sales RepresentativeEstimated Salary: $65,000 - $90,000 per yearAbout Transparent FinancialWe provide financial protection for families through our 100% money-back policies, enabling our employees to build wealth and security while having a meaningful impact in their work.Key ResponsibilitiesLearn and implement our proprietary sales...

  • 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,...

  • Customer Service Representative

    3 weeks ago

    Clifton Park, New York, United States Pioneer Bank, National Association Full time

    Pioneer Bank, National Association is hiring a Customer Service Representative - Banking to provide top-notch service to our clients.This role offers a competitive salary of $18.04 per hour, based on the location in Clifton Park East.The successful candidate will be responsible for processing transactions, answering client queries, and building strong...

  • Banking Service Representative

    2 weeks ago

    Machesney Park, Illinois, United States Midland States Bank Full time

    Job Description:This role is responsible for providing exceptional customer service, processing business and individual banking transactions, and managing cash drawers. The ideal candidate will have a strong understanding of banking products and services, excellent communication skills, and the ability to work in a fast-paced environment.Key...

  • Business Banking

    2 days ago

    Overland Park, United States NBH Bank Full time

    It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just...

  • Relationship Manager IV

    3 weeks ago

    Overland Park, United States BOK Financial Full time

    Req ID: 74510 Location: Overland Park -OVPK, Kansas City -KSCY Areas of Interest: Commercial Banking, Commercial Real Estate Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas,...