Client Experience Officer

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 were 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 theres no stopping you!

Summary:

The Client Experience Officer is a critical customer-facing role which provides support guidance growth opportunities and account oversight to bank clients. The Client Experience Officer is a primary point of contact for banks high value clients and leads (clients) and is responsible for delivering a superior customer experience to bank clients. Client Experience Officer is a key partner serving as the liaison between the client and the banking teams streamlining the partnership with all business lines. This role focuses on owning the client relationship and cultivating the relationship based on the clients journey and in turn performs proactive account management activities promoting client satisfaction and product adoption resulting in a referenceable client.

Essential Duties and Responsibilities:

• Act as a point of contact and trusted advisor with deep understanding of clients business goals and pain points.

• Work with clients to help them extract maximum value from Enterprise Bank & Trusts solutions to ensure high levels of program utilization.

• Build a strong understanding of client and industry segmentation behavior and insights to drive client lifetime value.

• Establish manage and grow value-based relationships through exceptional communication and follow through to ensure client satisfaction resulting in high client retention.

• Serve as the voice of the client to prioritize feature requests and platform improvements during product discussions in order for Enterprise Bank & Trust to improve our business solutions using the customer feedback loop.

• On-board and provide training to new customers during the on-boarding process and educate assigned customers on new solutions or changes to the program.

• Deliver an exceptional client experience with proactive communication orchestrating the right internal resources and effectively using the client engagement model to align track and evolve client business goals.

• Support the banks high standards for client care while performing as a key member of a service team.

• Introduced to high-value leads at the solution and/or proposal stage.

• Develop and maintain comprehensive knowledge of all bank products including wealth loans cash management and deposits to facilitate cross-selling in order to enhance the client experience.

• Performs other duties as required.

Qualifications:

• Strong commitment to customer service

• Excellent verbal written presentation and tactful interpersonal skills

• Ability to produce needed outcomes and retain client relationships

• Proven ability to cross-sell banking products or similar financial services

• Self-motivated to work independently achieve goals and take personal ownership

• Effective time management and organizational skills are required

• Strong organizational skills and detail-oriented with high degree of accuracy

• Team oriented possesses a positive attitude and works well with others

• Demonstrate flexibility versatility commitment and good judgement

• Strong multi-tasking abilities to meet multiple deadlines in a fast-paced environment

• Initiative to rectify client issue banking knowledge and internal bank contacts

• Excellent rapport with other bank business lines and departments

Supervisor Responsibilities:

• None

Education and/or Experience:

• Bachelors Degree

• 3-5 years of financial institution experience; or 10 years combined commercial wealth retail or private banking experience.

Certificates Licenses and Registrations:

• 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.

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 are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age pregnancy genetic information disability status as a protected veteran or any other protected category under applicable federal state and local employment offers are contingent upon the applicant successfully completing both drug and background check you would like more information about your EEO rights as an applicant under the law please clickHERE.