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Enterprise Bank & Trust · 20 hours ago

Financial Services Representative II

Scottsdale, AZ

Full-time

Onsite

Entry, Mid Level

2+ years exp

Enterprise Bank & Trust is committed to supporting communities and helping businesses succeed. The Financial Services Representative II serves as an experienced front-line customer service associate responsible for account origination, customer inquiries, and providing a welcoming environment for clients.

BankingFinancial Services

Growth Opportunities

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. Process 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. 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. As the experienced banker, this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships

Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow-up with clients to assure resolution

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

Assists in opening and closing the branch, following procedures set by corporate security

Other duties as required

Qualification

Customer service skillsBanking experienceSales skillsMicrosoft WordMicrosoft ExcelGoogle SuiteNotary LicenseInterpersonal skillsOrganizational skillsWritten communicationTeam-oriented

Required

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

High School diploma or equivalent

Associates degree in business related field or two years related experience

Minimum of two years banking experience required

Customer service experience required

Skilled in operation of a personal computer, including Microsoft Word and Excel

Google Suite

IBS

Salesforce

Notary License as needed by the branch