About this role
Private Client Portfolio Manager I at Enterprise Bank & Trust. Location: Santa Fe, New Mexico, United States. Role: opening accounts, supporting clients, managing loans Requirements: Deliver high-quality client service for private banking and wealth clients; open accounts, support relationship managers, handle loan processes, and assist business development. Bachelor's or 3 years related experience required. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Mail, IBS, Image Now, Salesforce, FIS, Finzly WIr Certifications: nmls, notary Commitment: Full Time Workplace: Onsite Languages: English