Financial Services Representative

Enterprise Bank & Trust•Scottsdale, AZ

12d

About The Position

The Financial Services Representative is the bank’s front-line customer service associate, responsible for welcoming customers and creating a positive impression. The role originates accounts and services, handles teller transactions, and responds to customer inquiries in person and by telephone. It also supports customers with account onboarding, consumer loan applications and closings in applicable markets, and research and resolution of service issues. The representative builds long-term client relationships, contributes to team and branch goals, follows security and operational procedures, and complies with company policies, audit guidelines, and banking regulations.

Requirements

Strong math and problem-solving skills.
Excellent interpersonal and customer service skills, including the ability to cross-sell products and services.
Maintain confidentiality of client transactions and bank records.
Team-oriented, positive attitude, and ability to work well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment, including computer workstations, calculators, and copiers.
Ability to prioritize, handle multiple tasks, and work independently.
Strong organizational skills, attention to detail, and a high degree of accuracy.
Thorough knowledge of bank operations, products, and services.
Knowledge of banking laws and regulations, including the Bank Secrecy Act.
High school diploma or equivalent.
Associate degree in a business-related field, or two years of related experience, or a combination of education and experience.
Customer service experience required.
Proficiency operating a personal computer, including Microsoft Word and Excel; Google Suite, IBS, and Salesforce.

Nice To Haves

Experience working in an environment with individual and team goals.
Notary license, as needed by the branch.

Responsibilities

Open new commercial and consumer accounts, recommend products and services based on customer needs, and contact new clients for onboarding activities.
Assist with consumer loan applications and closings in applicable markets.
Perform teller transactions, maintain and balance a cash drawer, and balance ATM, vault, coin and cash, and general ledger accounts daily.
Follow dual-control procedures.
Work as a team member to achieve company objectives, lobby goals, and personal goals.
Provide customer service for lobby and telephone requests; research and resolve client problems, coordinate with other bank departments, and follow up to ensure resolution.
Develop and maintain long-term client relationships.
Participate in training programs to maintain and develop job knowledge and skills.
Assist with opening and closing the branch in accordance with corporate security procedures.
Comply with department and company policies, procedures, audit guidelines, and regulations.
Perform other duties as assigned.