High-Value Client Experience Advisor

Enterprise Bank & Trust; Inwood (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Enterprise Bank & Trust in Texas seeks a Client Experience Officer to deliver a superior experience for high-value clients. You will own client relationships, coordinate with banking teams, promote product adoption, and guide clients through their journey with proactive account management and strong communication.

You will onboard new customers, provide training on solutions, and act as a trusted advisor to maximize satisfaction and retention while cross-selling wealth, loans, cash management

Qualifications

• Customer service excellence with focus on high-value clients.
• Strong verbal and written communication and tactful interpersonal skills.
• Ability to retain client relationships and drive client lifetime value.
• Proven cross-selling banking products or financial services.

Responsibilities

• Serve as point of contact and trusted advisor for high-value clients.
• Help clients maximize value from Enterprise Bank & Trust solutions.
• Build understanding of client segments to drive lifetime value.
• Establish and grow value-based relationships with exceptional communication.
• On-board and train new customers during onboarding.
• Promote product adoption and coordinate with internal teams.
• Support client care standards as part of service team.

Skills

Customer service

Communication

Time management

Cross-selling

Education

Bachelor's Degree

Job description

Enterprise Bank & Trust in Texas seeks a Client Experience Officer to deliver a superior experience for high-value clients. You will own client relationships, coordinate with banking teams, promote product adoption, and guide clients through their journey with proactive account management and strong communication.

You will onboard new customers, provide training on solutions, and act as a trusted advisor to maximize satisfaction and retention while cross-selling wealth, loans, cash management