Client Experience & Growth Lead

Enterprise Financial Services Corp.; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Enterprise Bank & Trust is seeking a Client Experience Officer to manage relationships with high-value clients and serve as the bridge between clients and banking teams. You will drive client satisfaction, adoption of solutions, and cross-sell opportunities while coordinating internal resources to align with client goals.

The role emphasizes proactive communication, onboarding excellence, and a deep understanding of bank products including wealth, loans, cash management, and deposits to enhance

Qualifications

• Bachelor’s degree in finance, business, or related field.
• 3–5 years of financial institution experience; or 10 years combined commercial, wealth, retail or private banking experience.
• Excellent customer service and relationship-building abilities.

Responsibilities

• Act as a point of contact and trusted advisor for high-value clients.
• Collaborate with banking teams to maximize client value and product adoption.
• On-board and train new clients during onboarding and educate on new solutions.
• Deliver proactive communication and coordinate internal resources to meet client goals.
• Cross-sell banking products to enhance client experience and retention.

Skills

Customer service

Verbal communication

Written communication

Interpersonal skills

Cross-selling

Time management

Organizational skills

Team collaboration

Problem solving

Education

Bachelor’s Degree

Job description

Enterprise Bank & Trust is seeking a Client Experience Officer to manage relationships with high-value clients and serve as the bridge between clients and banking teams. You will drive client satisfaction, adoption of solutions, and cross-sell opportunities while coordinating internal resources to align with client goals.

The role emphasizes proactive communication, onboarding excellence, and a deep understanding of bank products including wealth, loans, cash management, and deposits to enhance