Utility Financial Services Representative (Floater)

Company: Enterprise Bank & Trust
Location: Anaheim
Posted on: September 17, 2022

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 Missouri, Kansas , Arizona, California, New Mexico and Nevada, 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.

\n

\n

Utility Financial Services Representative (Floater)
Job Description

Summary:

Provides prompt, efficient, and friendly services to clients. Performs a variety of duties in processing business and banking transactions, including at times heavy cash handling responsibilities. Supporting the staffing needs in all branches throughout the market by filling in when staff are absent for various reasons. This position is expected to travel between both the Anaheim and Cerritos branch locations. Additional travel may be required to go to other Los Angeles branch locations as needed.

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.
• 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 client to assure resolution. Develop and maintain long-term relationships with clients.
• Actively participate 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.
• Other duties as required.
  
  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
  • Good phone voice with professional and well-groomed appearance
  • Ability to interview customers and understand requests
  • Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
  • Ability to prioritize; handle multiple tasks; and work independently
  • Strong organizational skills and detail-oriented with 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
    
    Supervisory Responsibilities:
    
    • None
      
      Education and/or Experience:
      
      • High School diploma or equivalent plus one year of banking experience preferred
        
        Computer and Software Skills:
        
        • Basic knowledge of Microsoft Word & Excel
        • Bankway
        • Intercept
        • Image Centre
        • Q2 Assist
        • Positive Pay
        • Salesforce
          Certificates, Licenses and Registrations:
          
          • Notary, if needed
            
            Working Conditions:
            
            • Extensive periods of standing
            • Ability to lift 35 lbs.
            • Constant judgment and concentration
            • Frequent talking and listening
            • Awareness of location and operation of surveillance equipment and how it impacts the branch
            • Monday - Friday 8:30am to 5:30pm
              
              Additional Information:
              
              Ability to travel to branch locations. Ability to accommodate schedule changes without advance notice. Willing to perform teller or financial services representative duties 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 ...@enterprisebank.com .
              
              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 . Associated topics: broker, customer, guest, healthcare, inside sales, insurance sales agent, lead sales agent, phone, sales position, sales representative

Keywords: Enterprise Bank & Trust, Anaheim , Utility Financial Services Representative (Floater), Accounting, Auditing , Anaheim, California