Specialized Deposits - HOA/PM (Remote Eligible: CA)

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:Specialized Deposits - HOA/PM (Remote Eligible: CA)Job Description:

The position is responsible for processing all new account transactions for the HOA/PM division and assisting clients in their selection of various accounts and financial services.

Essential Duties and Responsibilities:

• Performs routine office and customer service duties.

• Informs customers of procedures and requirements for opening different types of accounts.

• Answers customer questions and explains available Bank services to best meet the customer’s needs.

• Interviews customers to obtain information needed for opening accounts according to applicable regulatory requirements; establishes proper identification of new customers and determines need and extent of reference investigation.

• Compiles information, enters account information into the computer and creates necessary forms and/or documents to open the account.

• Processes address changes, check and deposit slip orders, and endorsement stamp orders.

• Processes maturity and renewal notices for certificates of deposit.

• Processes stop payments and places hold orders on accounts for uncollected funds.

• Processes analysis requests within required deadlines. Provides direct phone and email support for analyzed accounts.

• Researches and resolves internal, Business Development Officer and customer requests for all analyzed account inquiries.

• Complies with all department and company policies, procedures, audit guidelines, and regulations.

• Performs other duties as required.

Qualifications:

• Strong math and problem solving skills

• Excellent interpersonal and customer service skills

• Must maintain confidentiality of client transactions and bank records

• Team-oriented, possess a positive attitude and work well with others

• Ability to interview customers and understand requests

• Ability to prioritize; handle multiple tasks and work independently

• Strong organization skills and detail-oriented with 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

• Other duties as assigned

Education and/or Experience:

• High school diploma or equivalent, plus a minimum of two years banking experience

• Minimum of two years of experience with new accounts

Computer and Software Skills:

• Skilled in the operation of a personal computer, including Microsoft Word and Excel

• Gmail

• Knowledge of IBS, Image Now, Salesforce (preferred)

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 [email protected].

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 HERE. To learn more about the LA County Fair Chance Ordinance, click on this English or Spanish poster.