Client Service Officer Bilingual

Enterprise Bank & TrustSanta Fe, NM
Onsite

About The Position

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!

Requirements

  • Bilingual in Spanish
  • 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

Nice To Haves

  • Previous banking experience preferred

Responsibilities

  • Receive and resolve inbound customer calls and emails, addressing both deposit and loan service requests.
  • Provides operational support to lobby staff with banking functions and resolving client requests.
  • 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

Benefits

  • annual paid volunteer time off
  • charitable-matching opportunities
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