Senior Private Banking Advisor

Enterprise Bank & Trust; Festus (MO); On-site; USD 120,000 - 230,000; Full time

Job summary

Enterprise Bank & Trust seeks a VP of Private Banking to lead client acquisition and relationship management. You will consult with clients and leverage internal partners to provide customized financial solutions, acting as quarterback to coordinate specialists for optimal outcomes.

Responsibilities include growing deposits/loans, cross-selling bank products, and maintaining high standards of confidentiality and service quality across a diverse client base.

Qualifications

• Understands bank lines and internal partners to deliver high-touch client service.
• Team-oriented with a positive attitude and collaboration skills.
• Ability to build rapport and trust with clients.
• Ability to analyze financial information and provide recommendations.
• Strong written and verbal communication skills.
• Able to interview customers and understand requests.

Responsibilities

• Develop and execute financial strategies to acquire new Private Banking clients.
• Consult with clients and prospects; coordinate with internal partners for tailored solutions.
• Act as quarterback to coordinate with specialists for Private Banking clients.
• Sell bank deposit products and provide mortgage and consumer credit solutions.
• Cross-sell other bank products and monitor credit quality.
• Manage client relationships and maximize service efficiency.
• Generate loan and deposit growth in line with bank policy.

Skills

Client relationship building

Trust and rapport

Financial analysis

Interpersonal skills

Communication (written and oral)

Interviewing customers

Multitasking and prioritization

Organizational skills

Discretion and confidentiality

Professional phone presence

Education

Bachelor's degree

5 years related experience

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Job description

Enterprise Bank & Trust seeks a VP of Private Banking to lead client acquisition and relationship management. You will consult with clients and leverage internal partners to provide customized financial solutions, acting as quarterback to coordinate specialists for optimal outcomes.

Responsibilities include growing deposits/loans, cross-selling bank products, and maintaining high standards of confidentiality and service quality across a diverse client base.