Private Client Portfolio Manager

Private Client Portfolio Manager

Summary:

The Private Client Portfolio Manager serves as one of the bank’s most experienced front‑line client service associates, delivering a high‑quality experience to private banking and wealth clients and prospects.

• Support Private Banking Relationship Managers (PBRM) by opening new accounts for Private Banking clients.
• Complete “set‑up” forms for new products and services sold.
• Leverage knowledge of bank products to make recommendations for clients and prospects.
• Identify cross‑sell and new deposit opportunities.
• Interpret legal documents such as court orders, letters testamentary, trust documents, durable power of attorney, bank disclosures, and new account agreements.
• Enter loan applications and required financial data into the bank’s loan system.
• Coordinate financial information with PBRM and clients for credit analysis.
• Download, review, and verify loan documents and coordinate with PBRM.
• Manage loan closing and funding processes.
• Provide client service via telephone, email, and in‑person requests.
• Research and resolve client issues, acting as liaison with other departments.
• Follow up with clients to ensure resolution.
• Develop and maintain long‑term relationships with clients.
• Provide backup to PBRM when needed.
• Participate as a private banking team member to achieve private banking goals and objectives.
• Support PBRM with marketing plans and objectives.
• Assist PBRM in mining commercial portfolios for prospects and cross‑sell opportunities.
• Assist with Salesforce reporting, pipeline management, and meeting agendas.
• Participate in 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.

• 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, positive attitude, and collaborative mindset.
• Ability to relate to individuals of various backgrounds and social standing.
• Sensitivity to both client and bank needs and goodwill.
• Ability to maintain the highest level of confidentiality.
• Strong organizational skills, detail‑oriented with the ability to establish priorities and handle transactions with high accuracy and timeliness.
• Capacity to multi‑task and work independently.
• Familiarity with a variety of account ownerships (personal and business).

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

• Intermediate proficiency in Microsoft Word, Excel, PowerPoint, and Google Mail.
• Knowledge of IBS, Image Now, Salesforce, FIS, and Finzly Wires.

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

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  Enterprise Bank & Trust is 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 .