Virtual Financial Service Representative

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.
Virtual Financial Service Representative
Job Description
Summary:
The Virtual Financial Services Representative serves as an experienced customer service associate and will be responsible for supporting the Retail Branches, Business Bankers, Treasury Management Officers, Relationship Managers and Private Banking in the servicing of our clients.
Essential Duties and Responsibilities:

• Performs duties in new account opening and new account checkback
• Have knowledge of bank products and services in order to make recommendations based on client needs.
• Contacts clients to complete the new business account opening process
• Manages workflow to meet service level agreement standards for turn times on new account generation.
• Maintains internal controls and meets regulatory compliance.
• Ensures accurate tracking and documentation of account and customer information.
• Follows up and assists in clearing documentation discrepancies with a high level of accuracy.
• Identifies, documents and corrects inconsistencies and errors in collected data or established procedures.
• Assist QA Team with review of Policy & Procedures for accuracy and needed revisions.
• Provides concierge service to clients during account opening and onboarding
• Responds and handles associate/client inquiries promptly and accurately. Works with other departments to respond to inquiries with a high level of professionalism and service.
• Completes training required to maintain job knowledge and skills.
• Attends meetings to stay abreast of policy and procedures.
• Performs other duties and projects as assigned.

Qualifications:

• Ability to function productively in a high volume and fast paced environment
• Excellent customer service skills with the ability to lead and coach others to customer service standards
• Excellent verbal and written communication skills, including the skills necessary to deal tactfully and professionally with customers, employees, senior management, auditors and regulators
• Good organizational skills, a high level of accuracy and strong attention to detail
• Effective time management and the ability to work independently in a team environment
• Ability to handle sensitive information with complete confidentiality and professionalism
• Strong knowledge of and ability to adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC)

Supervisory Responsibilities:

• None

Education and Experience:

• High School diploma or equivalent
• Associate's degree in business related field or equivalent experience: or equivalent combination of education and experience
• Experience working in an environment with individual and team goals preferred
• Customer service experience required

Computer and Software Skills:

• Knowledge of, and the ability to use current technology proficiently, including a personal computer, keyboard and mouse, Microsoft Office (Outlook, Word and Excel) and other technology based tools
• Bankway
• Google

Certificates, Licenses and Registrations:

• None

Additional Information:

• Ability to travel within region or other regions occasionally

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 hr@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.