4,308 Specialized Banking Roles jobs in the United States
Supervisor, Patient Financial Services - Patient Financial Services
Posted 6 days ago
Job Viewed
Job Description
Supervises staff in Patient Financial Services, overseeing daily team operations to ensure timely billing and collections on accounts receivables using the Epic Resolute Hospital Billing system and clearinghouses. Monitors staff productivity for both quantity and quality, ensuring appropriate actions and documentation are completed. Performs training for staff. Administers progressive disciplinary action, as needed, for performance and policy infractions. Monitors work processes to identify and implement process improvement opportunities. Ensures all billing and collection activities are compliant with federal, state, and industry standards and regulations.
MINIMUM QUALIFICATIONS:
Bachelor's Degree
2 years of experience - hospital billing, processing claim edits, denials, appeals and managing accounts receivable.
Experience with Epic Resolute Hospital Billing or similar hospital billing systems.
In lieu of Bachelor's: 5 years of experience in a lead/supervisory role OR 7+ years of progressive experience in revenue cycle accounts receibable for a large hospital or health system
PREFERRED QUALIFICATIONS:
5 years of experience
CHFP (Certified Healthcare Financial Professional)
CPAM (Certified Patient Account Manager)
CPAT (Certified Patient Account Tech)
**The current salary range for this position is $34.14 to $46.94**
Rady Children's Hospital is committed to compensation that is externally competitive and internally equitable. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector. The range listed above does not represent the full salary range for the position but is the expected hiring range for qualified candidates. Compensation decisions consider a variety of factors including experience, education, licensure, unique skillsets, organizational need, and internal equity. This posting will remain open from the "date posted" until the hiring manager has determined there is a sufficient applicant pool or until the position is filled.
EOE including disability/vet
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
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Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling
Financial Services Representative
Posted 1 day ago
Job Viewed
Job Description
Financial Services Representative at Enterprise Bank and Trust summary:
The Financial Services Representative acts as the primary customer service contact at the bank, assisting clients with account openings, teller transactions, and product recommendations. They handle consumer loan applications, maintain cash drawer balances, and ensure compliance with banking regulations while delivering exceptional customer service. This role requires strong communication, organizational skills, and knowledge of banking operations to build and maintain long-term client relationships.
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 Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, 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!
Job Title: Financial Services Representative Job Description:Summary:
The Financial Services Representative serves as the bank’s 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, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
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 in applicable markets.
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 the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates 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.
Perform other miscellaneous duties as assigned.
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.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a 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
Associates degree in business related field or two years related experience or a combination of education and experience
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 .
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 click .
Keywords:
financial services, customer service, account opening, teller transactions, loan applications, bank products, cash handling, bank compliance, client relationship, sales cross-selling