Private Client Portfolio Associate

Enterprise Bank & Trust; Santa Fe (NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Enterprise Bank & Trust seeks a Private Client Portfolio Manager I to support frontline private banking clients and wealth prospects. You will assist in opening accounts, processing loan data, and coordinating with credit for timely funding.

The role emphasizes client service via phone, email and in-person requests, with emphasis on relationship building, cross-selling opportunities, and collaboration with Relationship Managers and marketing efforts.

Qualifications

• Bachelor’s degree or equivalent; 3 years related experience or training.
• Excellent interpersonal, client service and sales skills.
• Strong written and verbal communication; professional appearance.

Responsibilities

• Support Private Banking Relationship Managers by opening new accounts and completing setup forms.
• Identify cross-sell and new deposit opportunities.
• Understand and interpret legal documents related to client accounts.
• Input loan applications and coordinate with credit for analysis and funding.
• Provide client service via phone, email, and in-person; resolve issues and maintain relationships.
• Assist in marketing plans and mining portfolios for prospects and cross-sell opportunities.
• Assist Private Banking with Salesforce reporting, pipeline management and meeting agendas.
• Participate in training to acquire more knowledge and skills.
• Comply with policies and banking regulations.
• Perform other duties as assigned.

Skills

Interpersonal skills

Client service

Sales skills

Written and verbal communication

Professional appearance

Team oriented

Confidentiality

Organizational skills

Multi-tasking

Education

Bachelor’s degree or equivalent

Related experience (3+ years)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Google Mail

Salesforce

IBS

Image Now

FIS

Finzly

Job description

Enterprise Bank & Trust seeks a Private Client Portfolio Manager I to support frontline private banking clients and wealth prospects. You will assist in opening accounts, processing loan data, and coordinating with credit for timely funding.

The role emphasizes client service via phone, email and in-person requests, with emphasis on relationship building, cross-selling opportunities, and collaboration with Relationship Managers and marketing efforts.