Senior Private Banking Advisor

Enterprise Bank & Trust; Overland (MO); On-site; USD 140,000 - 230,000; Full time

Job summary

Enterprise Bank & Trust, a long-standing community-focused bank, seeks a Vice President of Private Banking to lead client acquisition and service for high-net-worth clients in the St. Louis area.

The role emphasizes strategic collaboration with internal partners to deliver tailored banking and wealth-management solutions. Responsibilities include cross-selling, mortgage and credit products, and ensuring superior client service while maintaining credit quality and compliance.

Qualifications

• High-touch client services mindset with internal product partners
• Team-oriented and positive attitude
• Ability to build trust with clients
• Ability to analyze financial information and recommend solutions
• Excellent interpersonal and customer service skills
• Strong communication, both written and oral
• Ability to interview and understand client requests
• Strong organizational skills and attention to detail
• Strong math and problem-solving skills
• Maintain confidentiality of client transactions and records
• Professional phone presence and grooming
• Proficiency with standard office equipment
• Knowledge of wealth management procedures and bank operations

Responsibilities

• Develop and execute strategies to acquire Private Banking clients
• Consult with clients and partners for customized solutions
• Coordinate with strategic partners to serve clients
• Sell bank deposit products
• Provide mortgage and consumer credit solutions
• Cross-sell other bank products
• Monitor credit quality of clients and manage issues
• Own client relationships and coordinate with managers
• Generate loan and deposit growth per bank policy
• Interpret legal documents related to accounts
• Perform other duties as assigned

Skills

Client relationship

Communication

Interpersonal skills

Financial analysis

Attention to detail

Multitasking

Confidentiality

Organizational skills

Phone etiquette

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Job description

Enterprise Bank & Trust, a long-standing community-focused bank, seeks a Vice President of Private Banking to lead client acquisition and service for high-net-worth clients in the St. Louis area.

The role emphasizes strategic collaboration with internal partners to deliver tailored banking and wealth-management solutions. Responsibilities include cross-selling, mortgage and credit products, and ensuring superior client service while maintaining credit quality and compliance.