Specialty Banking Representative (Remote eligible AZ, CA, KS, MO, NM, NV, TX)
Full Time
St. Louis, MO
Posted
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.
Specialty Banking Representative (Remote eligible AZ, CA, KS, MO, NM, NV, TX)
Job Description
Summary
This position will be responsible for opening, servicing and monitoring all clientele and account types new and existing under the Specialty Banking Group (SBG). Must have excellent customer service skills and be able to answer questions or concerns for clients regarding their account(s) or banking related materials. Will work closely with our Business Development Officers to ensure all clients’ needs are addressed in a professional & timely manner.
Essential Duties and Responsibilities:
- Open new accounts & maintains/services existing accounts for the SBG including but not limited to third party escrows, deposit account control agreements (DACAs), debtor in possession, receivership accounts, 1031 accounts and money service business (MSB) accounts
- Review all disbursement request documentation for accuracy
- Perform transactions requested including escrow and DACA disbursements
- Process wire requests in dual control
- Process check order and debit card requests
- Review, maintain and archive documentation. Including corporate documents, bank forms, agreements, disbursements and anything else that may apply to the transaction and or request
- Works the pending EIN tracking list
- Document investors list for the third party escrows
- Tracking exception items & follow up resolutions for these items
- Communicate with other internal departments such as Treasury Management, Central Operations, Bookkeeping etc to ensure the client has all the products/services they need
- Serves as a backup to other departments such as the HOA/PM Department & Specialized Deposit Services
- Ability to manage and prioritize multiple demands under pressure
- Ability to use good professional judgement to make decisions and solve problems
- Other duties as assigned.
Qualifications:
- Strong Organizational skills
- Excellent customer service skills
- Good communication skills and ability to answer questions related to products and services
- Detail oriented
- Understanding of new account documentation requirements
- Good math skills
- Ability to complete tasks within established timeframes
Education and/or Experience:
- High School Education or GED
- 3 or more years of banking experience
- Experience reviewing legal forms and documents is preferred
Computer and Software Skills:
- PC Skills
- Microsoft Office Suite (Word, Excel)
- Google apps
- Adobe PDF
- Banking Software
Certificates, Licenses and Registrations:
- None
Supervisory Responsibilities:
- 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
.
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