Senior Banking Advisor & Client Solutions

Enterprise Financial Services Corp.; Iowa (LA); On-site; USD 42,000 - 60,000; Full time

Job summary

Enterprise Financial Services Corp. is seeking a Senior Financial Services Representative to provide expert front-line service, open new accounts, and recommend bank products based on customer needs.

You will support the teller line, process consumer loan applications, ensure compliance, and collaborate with treasury managers to grow key client relationships while delivering a welcoming experience for every customer.

Qualifications

• High School diploma or equivalent; Associate degree preferred.
• Associates degree in business or two years related banking experience recommended.
• Two years banking experience or customer service background desirable.

Responsibilities

• Open new accounts for commercial and consumer clients.
• Advise on bank products based on customer needs.
• Contact new clients for onboarding activities.
• Process consumer loan applications and closings; NMLS real estate loan knowledge in applicable markets.
• Backup for teller duties; balance cash drawer.
• Balance ATM, Vault, Coin & Cash and GL accounts daily.
• Follow dual control procedures.
• Collaborate with Treasury Management representatives and Relationship Managers.
• Provide lobby and phone customer service.
• Research and resolve client problems; liaison between departments.
• Follow up with clients to ensure resolution.
• Participate in training to maintain knowledge.
• Comply with policies, procedures, audit guidelines and regulations.
• Assist in opening/closing the branch per security procedures.
• Other duties as required.

Skills

Interpersonal skills

Customer service

Sales skills

Professional appearance

Phone etiquette

Work ethic

Teamwork

Diversity

Communication

Confidentiality

Organizational skills

Multitasking

Account knowledge

Loans knowledge

Education

High School diploma or equivalent

Associate degree in business

Tools

Microsoft Word

Excel

Google Suite

Salesforce

IBS

Job description

Enterprise Financial Services Corp. is seeking a Senior Financial Services Representative to provide expert front-line service, open new accounts, and recommend bank products based on customer needs.

You will support the teller line, process consumer loan applications, ensure compliance, and collaborate with treasury managers to grow key client relationships while delivering a welcoming experience for every customer.