Private Client Portfolio Manager I: Wealth & Relationships

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

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.