Private Client Portfolio Manager I

Enterprise Financial Services Corp.; Santa Fe (NM); On-site; USD 60,000 - 95,000; Full time

Job summary

Enterprise Bank & Trust in Santa Fe seeks a Private Client Portfolio Manager I to deliver a high‑quality experience for private banking and wealth clients and prospects. You will support Relationship Managers by opening accounts, coordinating loan applications, cross‑selling products, and maintaining long‑term relationships through on‑going service via phone, email and in person.

This role requires strong communication, discretion and teamwork.

Qualifications

• Bachelor’s degree required; three years of related experience preferred.
• Excellent interpersonal and sales-oriented client service skills.
• Ability to understand complex financial documents and bank products.

Responsibilities

• Support Private Banking Relationship Managers (PBRM) 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 accounts agreements, etc.
• Input loan applications and required financial data for loan requests into the bank’s loan system.
• Work with PBRM and client to assemble and coordinate financial information required and deliver to credit department for analysis.
• Download loan documents, review for accuracy and coordinate with PBRM.
• 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 PBRM when needed.
• Participate as a private banking team member to accomplish private banking goals and objectives.
• Support PBRM with their marketing plans and objectives.
• Assist PBRM 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.

Skills

Excellent interpersonal skills

Client service orientation

Sales skills

Strong communication

Professional appearance

Confidentiality

Education

Bachelor’s degree

Tools

Salesforce

FIS

Image Now

IBS

Finzly WIr

Job description

Job Title

Private Client Portfolio Manager I

Job Overview

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 and prospects.

Essential Duties and Responsibilities

• Support Private Banking Relationship Managers (PBRM) 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 accounts agreements, etc.
• Input loan applications and required financial data for loan requests into the bank’s loan system.
• Work with PBRM and client to assemble and coordinate financial information required and deliver to credit department for analysis.
• Download loan documents, review for accuracy and coordinate with PBRM.
• 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 PBRM when needed.
• Participate as a private banking team member to accomplish private banking goals and objectives.
• Support PBRM with their marketing plans and objectives.
• Assist PBRM 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.
• Ability to relate to individuals of various backgrounds and social standing; sensitivity to 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 obtain required documentation.

Supervisory Responsibilities

None

Education and/or Experience

• Bachelor’s degree from a four‑year college or university;
• three years related experience and/or training;
• 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, click HERE.