About this role
Private Client Portfolio Manager at Enterprise Bank & Trust. Location: Clayton, Missouri, United States. Role: delivering service, opening accounts, supporting loans Requirements: Deliver high-quality service to private banking clients, open accounts, support lending processes, identify cross-sell opportunities, and assist with Salesforce reporting. Requires strong communication, client service, and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Mail, IBS, Image Now, Salesforce, FIS, Finzly Wires Certifications: nmls, notary Commitment: Full Time Workplace: Onsite Languages: English