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Financial Client Services Representative

Financial Client Services Representative

Enterprise Bank and TrustLenexa, KS, Johnson County, KS; Kansas, United States
6 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.  Financial Services Representative Job

Description : This position is contingent on the closing of the

acquisition of branches from First Interstate Bank. 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. 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. 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. 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. Actively participates in

training programs to maintain and acquire additional job knowledge

and skills Complies with all department and company policies,

procedures, audit guidelines, and regulations.  Excellent

interpersonal and customer service skills with the ability to

cross-sale products and services. Must maintain confidentiality of

client transactions and bank records. Ability to operate standard

office equipment, such as computer workstations, calculators, and

copier. Thorough knowledge of bank operations, products, and

services offered at the bank. Knowledge of banking laws and

regulations including the Bank Secrecy Act. High School diploma or

equivalent Associates degree in business related field or two years

related experience or a combination of education and experience

Customer service experience required Computer and Software Skills :

Skilled in operation of a personal computer, including Microsoft

Word and Excel. Google Suite Salesforce Certificates, Licenses, and

Registrations : ~ Monday - Friday 9 : 00 AM - 5 : 00 PM CST 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. 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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Client Service Representative • Lenexa, KS, Johnson County, KS; Kansas, United States

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