Financial Services Representative
Company: Enterprise Bank and Trust
Location: Orlando
Posted on: October 6, 2024
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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:
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.
Bilingual in Spanish - preferred
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent, plus a minimum of one year of
banking 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
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: Enterprise Bank and Trust, St. Petersburg , Financial Services Representative, Sales , Orlando, Florida
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