• Job Description

  Req#: REQ - 3385

  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.

  
  

  
  

  Specialty Banking Sales Assistant

  Job Description

  Essential Duties and Responsibilities:

  • Review and act on new account requests, including all new account documentation
  • Review and act on new treasury management requests
  • Collecting and storing critical client data
  • Assist clients with service related requests
  • Assist in the development and fulfilment of banking solutions
  • Review and recommend deposit and treasury management products as appropriate
  • Assist with organizing and maintaining key client data in bank’s CRM system
  • Assist with any other daily job duties
  • Participate in required training courses related to the job

  Qualifications:

  • Strong organizational skills
  • Detail oriented
  • Excellent customer service and ability to answer questions related treasury management products and services, customer accounts and bank related material
  • Basic math skills
  • Basic understanding of new account documentation requirements

  Supervisory Responsibilities:

  • None

  Education and/or Experience:

  • High school Education or GED
  • Two to three years of customer service and/or sales experience
  • Two years of banking experience preferred
  • Experience reviewing banking forms and documents is a plus

  Computer and Software Skills:

  • Microsoft office suite
  • Google Apps
  • Excel

  Certificates, Licenses and Registrations:

  • None

  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.

• About the company

  Enterprise Bank & Trust was founded nearly 30 years ago on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept for Enterprise has remained as our unwaver...

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