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Financial Services Representative
Financial Services Representative-November 2024
Los Alamos
Nov 17, 2024
About Financial Services Representative

  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 Missouri, Kansas , Arizona, California, New Mexico and Nevada, 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.

  Financial Services Representative

  Job 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

  Supervisory Responsibilities:

  NoneEducation and/or Experience:

  High school diploma or equivalent, plus a minimum of one year banking experienceComputer 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 LicenseEqual 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 [email protected] .

  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 (https://link.zixcentral.com/u/324ca55e/qL5ePJcS6RG7hzIZh3soMg?u=https%3A%2F%2Fwww1.eeoc.gov%2Femployers%2Fposter.cfm) .

  Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank.

  By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)

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