Strategic Client Experience Lead

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

Job summary

Enterprise Bank & Trust is seeking a Client Experience Officer to serve as the primary contact for bank clients, delivering a superior customer experience and managing key relationships. The role focuses on proactive account oversight and guiding clients through product adoption across wealth, loans, cash management and deposits.

A Bachelor’s degree is required, with 3–5 years in financial services, and a proven ability to develop strong client relationships and cross-sell solutions.

Qualifications

• Strong commitment to customer service and client satisfaction.
• Excellent verbal and written communication skills; tact and interpersonal finesse.
• Proven ability to cross-sell banking products and solutions.
• Ability to manage multiple client relationships and prioritize effectively.

Responsibilities

• Act as a point of contact and trusted advisor for high-value clients.
• Help clients maximize value from Enterprise Bank & Trust’s solutions and drive program utilization.
• Build understanding of client segments to improve lifetime value and retention.
• Establish and grow value-based relationships with proactive communication and follow-through.

Skills

Customer service

Communication

Cross-selling

Time management

Relationship building

Teamwork

Education

Bachelor’s Degree

Job description

Enterprise Bank & Trust is seeking a Client Experience Officer to serve as the primary contact for bank clients, delivering a superior customer experience and managing key relationships. The role focuses on proactive account oversight and guiding clients through product adoption across wealth, loans, cash management and deposits.

A Bachelor’s degree is required, with 3–5 years in financial services, and a proven ability to develop strong client relationships and cross-sell solutions.