Client Service Officer, Bilingual

Enterprise Bank & Trust

Client Service Officer managing customer service requests for a banking institution. Bilingual in Spanish and addressing deposit and loan service requests in a hybrid remote work environment.

Posted 7/29/2026full-timeSanta Fe • New Mexico • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills while effectively managing inbound calls and emails related to banking services. Proficient in navigating multiple banking systems and performing various financial transactions with attention to detail and a commitment to resolving client issues.

Highest-signal resume keywords

Bilingual In SpanishCustomer Service CommitmentMicrosoft Word ProficiencyMicrosoft Excel ProficiencyFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan TransactionsDeposit Account TransfersDeposit AdjustmentsDebit Card MaintenanceOnline Banking SupportMulti-Tasking AbilitiesSystem NavigationClient Issue Resolution

Soft Skills

Excellent Communication SkillsDetail-OrientedTeam CollaborationFlexibilityGood Judgement

Tools & Technologies

Personal Computer OperationMobile Device OperationBanking Systems Navigation

Industry Keywords

Financial Services IndustryBanking ExperienceCustomer NeedsCall Volume Management

About the role

Key responsibilities & impact

Receive and resolve inbound customer calls and emails, addressing both deposit and loan service requests
Provide operational support to lobby staff with banking functions and resolving client requests
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 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 various online banking requests
Assist banking associates with system navigation and maintenance needs, along with resolving client issues
Perform other duties as assigned

Requirements

What you’ll need

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

Benefits

Comp & perks

annual paid volunteer time off
charitable-matching opportunities