Client Service Officer jobs in United States
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Enterprise Bank & Trust · 4 hours ago

Client Service Officer

Enterprise Bank & Trust is a community-focused bank dedicated to helping businesses and communities thrive. The Client Service Officer will handle inbound customer calls and emails, providing operational support and resolving client requests related to banking functions.

BankingFinancial Services
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Growth Opportunities

Responsibilities

Respond to heavy call volumes, addressing all customer needs
Perform loan transactions, payments, deposit account transfers, and deposit adjustments
Service all debit card requests and maintenance, including troubleshooting denied transactions, and determining fraudulent situations
Respond to email and secure messaging inquiries, including stop payments and address changes
Actively researches internal and external client requests, and performs timely follow up
Assist personal or consumer clients with online banking bill pay, mobile remote deposit, and various online banking requests
Assist banking associates with system navigation and maintenance needs, along with resolving client issues
Perform other duties as assigned

Qualification

Customer serviceBanking systems navigationFinancial services experienceBilingual in SpanishMulti-taskingMicrosoft WordMicrosoft ExcelVerbal communicationWritten communicationTeam cooperationDetail-oriented

Required

Strong commitment to customer service
Excellent verbal, written and telephone communication skills
Ability to communicate and cooperate in a team environment to produce needed outcomes and meet goals
Detail-oriented
Demonstrate flexibility, versatility, commitment and good judgement
Strong multi-tasking abilities to meet multiple deadlines in a fast-paced environment
Initiative to rectify client issues, utilizing vendors and manuals
Minimum two years' experience in the financial services industry or a combination of relevant experience
High school diploma or general education degree
Skilled in operation of a personal computer and mobile devices
Microsoft Word and Excel
Proficiency in navigating multiple banking systems

Preferred

Bilingual in Spanish preferred
Previous banking experience preferred

Benefits

Annual paid volunteer time off
Charitable-matching opportunities

Company

Enterprise Bank & Trust

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Enterprise Bank & Trust provides banking products and services.

Funding

Current Stage
Public Company
Total Funding
unknown
1998-09-08IPO

Leadership Team

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Jamie Buckley
SVP - Director of Commercial & Industrial Banking
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Company data provided by crunchbase