Senior Financial Services Representative

Senior Financial Services Representative

Financial Services Representative II serves as the bank's more experienced 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, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.

Essential duties and responsibilities include:

• Serving customers in opening new accounts for commercial and consumer clients.
• Having knowledge of bank products in order to make recommendations on products and services based on customer needs.
• Contacting new clients for onboarding activities.
• Processing consumer loan applications and closings and NMLS license for consumer real estate loans, in applicable markets.
• As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer.
• Having knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily.
• Having knowledge of all dual control procedures.
• Serving as a team member to accomplish company objectives and lobby and personal goals.
• Providing customer service for lobby and phone requests.
• Researching and resolving client problems, acting as the customer liaison between other bank departments.
• Following-up with clients to assure resolution.
• Actively participating in training programs to maintain and acquire additional job knowledge and skills.
• Complying with all department and company policies, procedures, audit guidelines, and regulations.
• Assisting in opening and closing the branch, following procedures set by corporate security.
• Other duties as required.

Qualifications:

• Excellent interpersonal, customer service, and sales skills.
• Present professional appearance and demeanor including excellent phone etiquette.
• Strong work ethic with the ability to think through and rationalize decisions.
• Team-oriented, possess a positive attitude and works well with others.
• Demonstrates diversity, flexibility, and commitment.
• Strong oral and written communication skills.
• Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.
• Organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy.
• Must be able to handle multiple tasks and work independently.
• Familiar with a variety of account ownerships, both personal and business, to effectively assist customers' needs in opening accounts and obtaining required documentation.
• Familiar with consumer loan applications, products, and process if applicable.

Supervisory Responsibilities: None

Education and/or Experience: High School diploma or equivalent Associates degree in business related field or two years related experience Minimum of two years banking experience required 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 View email address on click.appcast.io. 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.