Job summary
Job post source
This job is directly from Endeavor Bank
Job overview
The Financial Services Representative at Endeavor Bank is responsible for servicing new and existing clients, focusing on new account openings and ensuring compliance with banking regulations.
Responsibilities and impact
Daily responsibilities include onboarding new clients, processing account changes, providing customer service, and adhering to compliance regulations while collaborating with other teams to enhance client relationships.
Experience and skills
Candidates should have over 5 years of New Accounts experience, excellent interpersonal skills, and the ability to work independently while adhering to compliance standards.
Company information
Endeavor Bank is a financial institution focused on providing banking services to both commercial and consumer clients, emphasizing compliance and customer service.
Company overview
Endeavor Bank is a community-focused financial institution based in San Diego, California, specializing in providing personalized banking services to small and medium-sized businesses. They generate revenue through traditional banking services, including loans, deposits, and treasury management, while emphasizing strong customer relationships and local economic development. Founded in 2018, Endeavor Bank has quickly established itself as a reliable partner for business growth, leveraging experienced leadership and a commitment to community engagement.
How to land this job
Tailor your resume to showcase your extensive experience in new accounts, emphasizing your knowledge of bank products, compliance procedures, and customer service skills, which are critical for the Financial Services Representative role at Endeavor Bank.
Highlight your ability to perform due diligence on applicants, manage onboarding activities, and provide consultative service to both commercial and consumer clients, as these are key responsibilities in the job description.
Apply through multiple platforms, including Endeavor Bank's corporate site and LinkedIn, to maximize your visibility and chances of landing the position.
Connect with professionals in the relevant division at Endeavor Bank on LinkedIn to gain insights into the role; potential ice breakers could include asking about their experience with digital banking or their favorite aspect of working at Endeavor Bank.
Optimize your resume for ATS by incorporating keywords from the job description such as 'BSA,' 'AML,' 'customer service,' and 'compliance,' which are essential for passing initial screenings.
Consider using Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored, your applications are submitted through the best channels, and you can efficiently network with connections at Endeavor Bank.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.