Private Banking Leader: Client Growth & Strategy

Enterprise Bank & Trust

Festus (MO)

On-site

USD 120,000 - 180,000

Full time

14 days+
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Job summary

Enterprise Bank & Trust in Missouri seeks a Vice President of Private Banking to lead new client acquisition and deepen relationships with high-net-worth clients. You will develop strategies, coordinate internal partners, and act as quarterback to deliver customized wealth management solutions.

The role requires strong financial analysis, exceptional service, and the ability to navigate complex documents. Bachelor's degree and five years’ related experience are preferred; NMLS licensing may

Qualifications

  • Bachelor's degree from a four year college or university; or five years related experience and/or training.
  • Strong interpersonal and customer service skills.
  • Ability to analyze financial information and make recommendations.
  • Thorough knowledge of Wealth Management procedures, bank operations, products and services.

Responsibilities

  • Develop and execute financial strategies for acquiring new Private Banking Clients through internal and external sources, organization/community involvement and market research.
  • Consult with clients and prospects and utilize internal strategic partners to provide customized solutions and proactive client service.
  • Act as 'Quarterback' for Private Banking clients to coordinate with partners for best outcomes.
  • Sell bank deposit products.
  • Provide mortgage and consumer credit solutions.
  • Cross-sell other bank products where appropriate.
  • Monitor the credit quality of existing clients and manage issues proactively.
  • Generate loan and deposit growth in line with bank policy.

Skills

Client relationships
Financial analysis
Wealth management
Team collaboration

Education

Bachelor's degree

Tools

MS Word
Excel
PowerPoint
Salesforce
LinkedIn
Image Centre
IBS

Job description

Enterprise Bank & Trust in Missouri seeks a Vice President of Private Banking to lead new client acquisition and deepen relationships with high-net-worth clients. You will develop strategies, coordinate internal partners, and act as quarterback to deliver customized wealth management solutions.

The role requires strong financial analysis, exceptional service, and the ability to navigate complex documents. Bachelor's degree and five years’ related experience are preferred; NMLS licensing may

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