Private Client Portfolio Manager I

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

Job Title

Private Client Portfolio Manager I

Summary

The Private Client Portfolio Manager serves as one of the bank’s more experienced front‑line client service associates and is responsible for delivering a quality experience to our valued private banking and wealth clients/prospects. Key job functions include administrative requirements to open new accounts and utilize new bank services, participate in loan processes and support the team with business development efforts.

Essential Duties And Responsibilities

• Support Private Banking Relationship Managers by opening new accounts for Private Banking clients. Complete “set‑up” forms for new products and services sold. Have knowledge of bank products in order to make recommendations for products and services the clients and prospects may utilize.
• Identify cross‑sell and new deposit opportunities.
• Understand and interpret various legal documents, such as court orders, letters of testamentary, trust documents, durable power of attorney, bank disclosures, new account agreements, etc.
• Input loan applications and required financial data for loan requests into the bank’s loan system. Work with the Relationship Manager and client to assemble and coordinate financial information required and deliver to the credit department for analysis. Download loan documents, review for accuracy and coordinate with the Relationship Manager. Manage loan closing and funding.
• Provide client service via telephone, email and in‑person requests. Research and resolve client issues, acting as the client liaison with other bank departments. Follow up with clients to assure resolution. Develop and maintain long‑term relationships with clients. Provide backup to the Relationship Manager when needed.
• Participate as a private banking team member to accomplish private banking goals and objectives. Support the Relationship Manager with marketing plans and objectives. Assist in efforts to mine commercial portfolios for prospect and cross‑sell opportunities.
• Assist Private Banking with Salesforce reporting, pipeline management and meeting agendas.
• Participate in offered training classes to maintain and acquire additional job knowledge and skills.
• Comply with all department and company policies, procedures and banking regulations.
• Perform other duties as assigned.

Qualifications

• Excellent interpersonal, client service, and sales skills.
• Excellent written and verbal communication skills.
• Professional appearance and demeanor, including excellent phone etiquette.
• Strong work ethic with the ability to analyze and rationalize decisions.
• Team‑oriented, possess a positive attitude and work well with others.
• Capable of relating to individuals of various backgrounds and social standing. Situations may require sensitivity to both client and bank needs and goodwill.
• Represent the bank in a manner that maintains the highest level of confidentiality.
• Strong organizational skills, detail‑oriented with the ability to establish priorities and handle transactions with a high degree of accuracy and timeliness. Must be able to multi‑task and work independently.
• Familiar with a variety of account ownerships, both personal and business to effectively assist clients’ needs in opening accounts and obtaining required documentation.

Supervisory Responsibilities

• None

Education And/or Experience

• Bachelor’s degree from a four‑year college or university; or three years related experience and/or training; or a combination of education and experience.

Computer And Software Skills

• Skilled in operation of a personal computer, including intermediate Microsoft Word, Excel, PowerPoint.
• Google Mail.
• Knowledge of IBS, Image Now, Salesforce, FIS, and Finzly WIr.

Certificates, Licenses And Registrations

• National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations.
• Notary.

Equal Opportunity Statement

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at [e-mail]. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.