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Financial Services Representative

Financial Services Representative

Enterprise Bank and TrustLeawood, KS, Johnson County, KS; Kansas, United States
5 hours ago
Job type
  • Full-time
Job description

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 Representative

Job Description :

This position is contingent on the closing of the acquisition of

branches from First Interstate Bank.

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 :

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 in applicable markets.

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 the 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.

Perform

other miscellaneous duties as

assigned.

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.

Strong oral and written

communication skills.

Ability to operate standard office equipment, such as computer

workstations, calculators, and copier.

  • 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.

Supervisory Responsibilities :

None

Education and / or Experience :

High School

diploma or equivalent

Associates degree in business related field or two years related

experience or a combination of education and experience

Experience working in an

environment with individual and team goals preferred

Customer service

experience required

Computer and Software Skills :

Skilled in

operation of a personal computer, including Microsoft Word and

Excel.

Google Suite

IBS

Salesforce

Certificates, Licenses, and Registrations :

Notary License as

needed by the

branch

Schedule :

Monday - Friday 9 : 00 AM -

5 : 00 PM CST

Location :

8001 Metcalf Ave. Suite

100

Overland Park, KS

66204

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

hr@enterprisebank.com .

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 click   HERE .

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Financial Representative • Leawood, KS, Johnson County, KS; Kansas, United States