Specialty Banking Representative (Remote Eligible: AZ, KS, MO, NM, NV, TX)
About the position
Enterprise Bank & Trust is seeking a Specialty Banking Representative to join our team. This position is remote eligible for candidates located in Arizona, Kansas, Missouri, New Mexico, Nevada, and Texas. The Specialty Banking Representative will play a crucial role in opening, servicing, and monitoring all clientele and account types under the Specialty Banking Group (SBG). The ideal candidate will possess excellent customer service skills and be adept at addressing client inquiries regarding their accounts and banking-related materials. This role requires close collaboration with our Business Development Officers to ensure that all client needs are met in a professional and timely manner. In this position, you will be responsible for a variety of essential duties, including opening new accounts and maintaining existing accounts for the SBG. This includes handling third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, receivership accounts, 1031 accounts, and money service business (MSB) accounts. You will review all disbursement request documentation for accuracy, perform requested transactions such as escrow and DACA disbursements, process wire requests in dual control, and manage check order and debit card requests. Additionally, you will be responsible for reviewing, maintaining, and archiving documentation related to transactions and requests, including corporate documents and bank forms. The role also involves tracking exception items and following up on resolutions, as well as communicating with other internal departments such as Treasury Management, Central Operations, and Bookkeeping to ensure clients have access to all necessary products and services. As a backup to other departments, you may also assist with HOA/PM Department and Specialized Deposit Services tasks. The ability to manage and prioritize multiple demands under pressure, along with good professional judgment for decision-making and problem-solving, is essential for success in this role.
Responsibilities
Open new accounts and maintain/service existing accounts for the Specialty Banking Group (SBG).
,
Handle third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, 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, and disbursements.
,
Work on the pending EIN tracking list.
,
Document investors list for third-party escrows.
,
Track exception items and follow up on resolutions for these items.
,
Communicate with other internal departments to ensure clients have all necessary products/services.
,
Serve as a backup to other departments such as the HOA/PM Department & Specialized Deposit Services.
,
Manage and prioritize multiple demands under pressure.
,
Use good professional judgment to make decisions and solve problems.
Requirements
High School Education or GED.
,
3 or more years of banking experience.
,
Strong organizational skills.
,
Excellent customer service skills.
,
Good communication skills and ability to answer questions related to products and services.
,
Detail-oriented with an understanding of new account documentation requirements.
,
Good math skills.
,
Ability to complete tasks within established timeframes.
Nice-to-haves
Experience reviewing legal forms and documents is preferred.
Benefits
Paid time off
,
Volunteer time off
Apply Now
Enterprise Bank & Trust is seeking a Specialty Banking Representative to join our team. This position is remote eligible for candidates located in Arizona, Kansas, Missouri, New Mexico, Nevada, and Texas. The Specialty Banking Representative will play a crucial role in opening, servicing, and monitoring all clientele and account types under the Specialty Banking Group (SBG). The ideal candidate will possess excellent customer service skills and be adept at addressing client inquiries regarding their accounts and banking-related materials. This role requires close collaboration with our Business Development Officers to ensure that all client needs are met in a professional and timely manner. In this position, you will be responsible for a variety of essential duties, including opening new accounts and maintaining existing accounts for the SBG. This includes handling third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, receivership accounts, 1031 accounts, and money service business (MSB) accounts. You will review all disbursement request documentation for accuracy, perform requested transactions such as escrow and DACA disbursements, process wire requests in dual control, and manage check order and debit card requests. Additionally, you will be responsible for reviewing, maintaining, and archiving documentation related to transactions and requests, including corporate documents and bank forms. The role also involves tracking exception items and following up on resolutions, as well as communicating with other internal departments such as Treasury Management, Central Operations, and Bookkeeping to ensure clients have access to all necessary products and services. As a backup to other departments, you may also assist with HOA/PM Department and Specialized Deposit Services tasks. The ability to manage and prioritize multiple demands under pressure, along with good professional judgment for decision-making and problem-solving, is essential for success in this role.
Responsibilities
Open new accounts and maintain/service existing accounts for the Specialty Banking Group (SBG).
,
Handle third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, 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, and disbursements.
,
Work on the pending EIN tracking list.
,
Document investors list for third-party escrows.
,
Track exception items and follow up on resolutions for these items.
,
Communicate with other internal departments to ensure clients have all necessary products/services.
,
Serve as a backup to other departments such as the HOA/PM Department & Specialized Deposit Services.
,
Manage and prioritize multiple demands under pressure.
,
Use good professional judgment to make decisions and solve problems.
Requirements
High School Education or GED.
,
3 or more years of banking experience.
,
Strong organizational skills.
,
Excellent customer service skills.
,
Good communication skills and ability to answer questions related to products and services.
,
Detail-oriented with an understanding of new account documentation requirements.
,
Good math skills.
,
Ability to complete tasks within established timeframes.
Nice-to-haves
Experience reviewing legal forms and documents is preferred.
Benefits
Paid time off
,
Volunteer time off
Apply Now