Full-Time

Client Service Officer

Bilingual

Updated on 8/23/2026

Enterprise Bank & Trust

Enterprise Bank & Trust

1,001-5,000 employees

Personalized banking, wealth management, lending

No salary listed

Albuquerque, NM, USA + 2 more

More locations: Santa Fe, NM, USA | Los Alamos, NM, USA

Hybrid

Remote or hybrid work is available within New Mexico; the schedule includes three Saturday shifts per quarter.

Category
Customer Experience & Support (1)
Required Skills
Word/Pages/Docs
Customer Service
Excel/Numbers/Sheets

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Requirements
  • Bilingual proficiency in Spanish and English.
  • At least two years of experience in the financial services industry or an equivalent combination of relevant experience.
  • A high school diploma or general education degree.
  • Strong customer service orientation.
  • Excellent verbal, written, and telephone communication skills.
  • Ability to communicate and cooperate in a team environment to achieve required outcomes and goals.
  • Strong attention to detail.
  • Flexibility, versatility, commitment, and sound judgment.
  • Strong multitasking ability to meet multiple deadlines in a fast-paced environment.
  • Initiative to resolve client issues using vendors and manuals.
  • Proficiency operating a personal computer and mobile devices.
  • Proficiency with Microsoft Word and Microsoft Excel.
  • Proficiency navigating multiple banking systems.
Responsibilities
  • Respond to heavy call volumes and address customer needs.
  • Perform loan transactions, payments, deposit account transfers, and deposit adjustments.
  • Service and maintain debit cards, troubleshoot denied transactions, and determine fraudulent situations.
  • Respond to email and secure messaging inquiries, including stop payments and address changes.
  • Research internal and external client requests and perform timely follow-up.
  • Assist personal or consumer clients with online banking bill pay, mobile remote deposit, and other online banking requests.
  • Assist banking associates with system navigation and maintenance needs and resolve client issues.
  • Perform other duties as assigned.
Desired Qualifications
  • Previous banking experience.
Enterprise Bank & Trust

Enterprise Bank & Trust

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Enterprise Bank & Trust provides a range of financial services in the United States, serving individuals, small to medium-sized businesses, and non-profits. It offers personal and business banking, wealth management, and specialized lending, backed by educational resources through Enterprise University. Customers access checking and savings accounts, loans, credit cards, and investment services, with services delivered through personalized banking and advisory support. Revenue comes from loan interest, banking fees, and wealth-advisory fees, and growth is aided by strategic mergers such as the Seacoast Commerce Banc Holdings integration. The bank emphasizes community impact and fraud prevention, and maintains resources for market updates and financial planning. Its goal is to help clients achieve long-term financial success by delivering tailored solutions, ongoing education, and strong support.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Clarkton, Missouri

Founded

1988

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Simplify Jobs

Simplify's Take

What believers are saying

  • July 2026 branch acquisition added 12 Arizona and Kansas branches, deposits, and loans.
  • Q2 2026 loans reached $11.9 billion while net interest margin improved to 4.30%.
  • August 2026 Enterprise University lineup expands no-cost education for business customers and employees.

What critics are saying

  • July 22, 2026 net income fell to $40.9 million, pressuring valuation.
  • Q2 2026 provision for credit losses hit $14.2 million; nonperforming assets rose.
  • June 24, 2026 ADA lawsuit and August 19 board resignation signal governance churn.

What makes Enterprise Bank & Trust unique

  • Enterprise University, active August 2026, deepens advisory ties and client loyalty.
  • Enterprise Bank & Trust combines relationship banking with specialized lending across seven states.
  • June 2026 leadership promotions show a dense bench built over 25-year tenures.

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Benefits

Company Equity

Performance Bonus

Growth & Insights and Company News

Headcount

6 month growth

16%

1 year growth

16%

2 year growth

16%
Los Angeles Daily Post
Aug 19th, 2026
Enterprise Bank & Trust announces Enterprise University fall course lineup.

Enterprise Bank & Trust announces Enterprise University fall course lineup. Enterprise Bank & Trust News: Enterprise Bank & Trust has launched the fall semester of Enterprise University, its innovative and highly acclaimed series of virtual business courses designed to help professionals better their businesses and careers. The live, interactive webinars are available at no cost, with the semester coursebook and registration available at enterprisebank.com/eu. In Enterprise University's more than 20-year history, business professionals have returned year after year to attend courses, sharpen their acumen and grow their businesses. The 90-minute classes are taught by experts in their fields and span from introductory to the executive level, offering actionable strategies and ideas that professionals can implement right away to stay ahead in a competitive environment. More than 30 courses will be offered between Sept. 9 and Nov. 19, 2026, covering management and leadership, finance and operations, sales and marketing, human resources and other trending topics, including creating organizational change, utilizing artificial intelligence efficiently and driving business valuation. Here is a preview of courses offered this fall: * Cyber Insurance: What You're Buying and How to Pay Less * ROI vs. CDR: Stop Guessing and Start Growing Your Nonprofit * The Human Skills Advantage: Thriving in the Age of AI * Why Exit Planning Is a Smart Everyday Business Strategy * More Than a Handbook: Creating Policies That Shape Culture * Present to Impress: Mastering Presentation and Communication Skills * From Issues to Impact: Selling Through Value Conversations * Estate Planning: A Proactive Strategy for Your Wealth Many business owners incorporate Enterprise University courses into their talent development programs, providing workforce development and continuous learning opportunities for employees. Only select Enterprise University course recordings are available via Enterprise University On-Demand due to the interactive, participation-based structure of the courses. View the complete fall coursebook and register for upcoming live webinar classes at enterprisebank.com/eu. About Enterprise Bank & Trust Enterprise Bank & Trust is a growing financial services partner focused on guiding people to a lifetime of financial success. Los Alamos Daily Post empower privately held businesses to succeed, helping families to secure their financial futures, and invest to advance the quality of life for the communities Los Alamos Daily Post serve. Enterprise is built on personal relationships and offers a range of business and personal banking services, wealth management services and a variety of specialized banking services. Enterprise Financial Services Corp (NASDAQ: EFSC), with approximately $17.4 billion in assets, is a financial holding company headquartered in Clayton, Missouri. Enterprise Bank & Trust operates more than 50 branch offices in Arizona, California, Kansas, Missouri, Nevada and New Mexico, along with SBA loan production offices and deposit production offices throughout the country. Additional information is available at www.enterprisebank.com. Member FDIC.

AmbroseAdvisors
Aug 5th, 2026
Articles | august 5, 2026 welcoming Kate Armado to Ambrose Advisors.

Articles | august 5, 2026 welcoming Kate Armado to Ambrose Advisors. I am pleased to announce that Kate Armado has joined Ambrose Advisors as Vice President. She will lead business development for its investment banking division. Kate has spent more than fifteen years in commercial banking, leveraged finance, and buy-side M&A. Her work centers on small and middle-market companies. She helps owners who are thinking through capital raising, debt structuring, and the corporate finance decisions that come with growth or transition. Before joining AmbroseAdvisors, Kate served as Senior Vice President for Business Development at Enterprise Bank & Trust, where she expanded the bank's presence across Los Angeles and Orange County. She worked closely with family-owned and privately held companies, building financial solutions around what those businesses actually needed. She played a key role in growing Enterprise's California portfolio and was recognized with the 2025 President's Award and the 2024 Sales Leadership Award. Earlier in her career, she was a Senior Financial Analyst at a publicly traded investment advisory firm, supporting senior leaders of Fortune 500 companies. Kate has built a network across Southern California that is grounded in trust rather than transactions. Clients feel that in the first conversation. She listens before she advises. She is generous with her time and with the people she knows, and that generosity is exactly what AmbroseAdvisors want its culture to look like as AmbroseAdvisors grow. Its work is ultimately about serving owners well, and Kate is the kind of person who takes that seriously. Outside the office, Kate serves on the Business Council for Festival of Children and has volunteered with the Pacific Marine Mammal Center and March of Dimes. She and her husband have four children, and she stays closely involved in her school community through PTA collaboration and classroom support. Kate holds a BA in Sociology from the University of California, Riverside. Welcome to the team, Kate. - Phillip Chou, Senior Managing Director and Co-Founder

The Progress Fund
Jul 30th, 2026
Dine at river's edge.

Dine at river's edge. July 30, 2026 It's a world away, but close. The Allegheny Grille is in Foxburg, a charming spot on the Allegheny River, 87.8 miles upstream from Downtown Pittsburgh. The river views from the handsome building makes a perfect venue. The Progress Fund teamed up with Enterprise Bank to refinance the business after the sad passing of one partner.

Enterprise Bank & Trust
Jun 1st, 2026
Enterprise Bank & Trust promotes Emily Weber to St. Charles Market President.

Enterprise Bank & Trust promotes Emily Weber to St. Charles Market President. June 1, 2026 Enterprise Bank & Trust Enterprise Bank & Trust, the banking subsidiary of Enterprise Financial Services Corp (NASDAQ: EFSC), is pleased to announce the promotion of Emily Weber to the position of Market President & Director of Business Banking. Weber's Market President role specifically covers the area of St. Charles County, MO. During her 25 years at Enterprise, Weber's leadership has made impactful contributions to the bank's growth throughout St. Louis and surrounding regions. This strategic appointment reflects her exceptional capabilities and underscores the bank's commitment to building on its successes in the high-priority St. Charles County market. "I'm honored to have this opportunity to support Enterprise's deepening investment in serving clients throughout St. Charles County," Weber said. "Building on our longstanding commitment to this important market, I look forward to working with the exceptional local team to further advance our role as a go-to partner for businesses throughout the county." Weber retains her previous duties leading the business banking division, overseeing and leveraging a talented leadership team across multiple markets to ensure continued success for the bank and current and prospective clients. "Emily's accomplishments have made a meaningful impact on our success throughout the region, making her an excellent choice to bolster and lead our expert teams in this priority market," said Doug Bauche, Senior EVP, Chief Banking Officer.

PR Newswire
Aug 7th, 2025
Clearinghouse CDFI Completes $35 Million Equity Recap to Accelerate National Growth

/PRNewswire/ -- Clearinghouse Community Development Financial Institution (Clearinghouse CDFI) announced the successful completion of its strategic...