Financial Services Representative

Enterprise Bank & Trust - Shawnee, KS

Full-time - Entry Level

Shawnee, KS

Credit Intermediation and Related Activities

About the position

The Financial Services Representative at Enterprise Bank and Trust serves as the front-line customer service associate, responsible for creating a welcoming environment for customers. This role involves account and service origination, handling teller transactions, and responding to customer inquiries both in person and over the phone. The representative plays a crucial role in ensuring customer satisfaction and building long-term relationships with clients while adhering to bank policies and procedures.

Responsibilities

• Greets clients as they enter the lobby and answers incoming phone calls.
• Serves customers in opening new accounts for commercial and consumer clients, making recommendations based on customer needs.
• Contacts new clients for onboarding activities and assists in consumer loan applications and closings.
• Performs all teller duties including client transactions and maintaining a balanced cash drawer.
• Maintains knowledge of ATM, Vault, Coin & Cash, and GL Accounts to be balanced daily.
• Acts as a customer liaison between other bank departments to resolve client problems and follows up to assure resolution.
• Participates in training programs to maintain and acquire additional job knowledge and skills.
• Assists in opening and closing the branch, following corporate security procedures.
• Complies with all department and company policies, procedures, audit guidelines, and regulations.

Requirements

• High school diploma or equivalent, plus a minimum of one year banking experience.
• Strong math and problem-solving skills.
• Excellent interpersonal and customer service skills with the ability to cross-sell products and services.
• Ability to maintain confidentiality of client transactions and bank records.
• Team-oriented with a positive attitude and ability to work well with others.
• Good phone voice with a professional and well-groomed appearance.
• Ability to interview customers and understand requests.
• Ability to operate standard office equipment, such as computers, typewriters, calculators, and copiers.
• 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 required.

Nice-to-haves

• Knowledge of Bankway, Image Now, Salesforce (preferred).
• Notary License.

Benefits

• Annual paid volunteer time off.
• Charitable-matching opportunities.