Trust Operations Officer jobs in Santa Fe, NM

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.

Together, there’s no stopping you!

Job Title :

Client Service Officer (Remote Eligible : AZ, NM)

Job Description : Summary :

Summary :

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.

Essential Duties and 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

Qualifications :

• Bilingual in Spanish preferred
• 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

Supervisory Responsibilities :

None

Education and / or Experience :

• Minimum two years’ experience in the financial services industry or a combination of relevant experience.
• Previous banking experience preferred
• High school diploma or general education degree

Computer and Software Skills :

• Skilled in operation of a personal computer and mobile devices
• Microsoft Word and Excel
• Proficiency in navigating multiple banking systems

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 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 download the Equal Employment Opportunity is the Law poster .

Last updated : 2024-04-23