Senior Private Banking Advisor & Wealth Strategy

Enterprise Bank & Trust; Ferguson (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Enterprise Bank & Trust in Missouri seeks a Vice President of Private Banking to develop and execute strategies for acquiring private banking clients, leveraging internal partners and market research to deliver tailored solutions.

You will act as quarterback for client relationships, oversee credit quality, cross-sell products, and coordinate with wealth-management specialists to maximize service and growth.

Qualifications

• Bachelor's degree or equivalent experience.
• Five years related experience.
• Strong client service and relationship-building skills.
• Ability to analyze financial information and recommend solutions.
• Excellent communication and organizational skills.

Responsibilities

• Develop and execute strategies to acquire Private Banking clients.
• Consult with clients and partners to provide customized solutions.
• Act as quarterback to coordinate with specialists.
• Sell bank deposit products.
• Provide mortgage and consumer credit solutions.

Skills

Client relationship management

Financial analysis

Interpersonal communication

Team collaboration

Problem solving

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 develop and execute strategies for acquiring private banking clients, leveraging internal partners and market research to deliver tailored solutions.

You will act as quarterback for client relationships, oversee credit quality, cross-sell products, and coordinate with wealth-management specialists to maximize service and growth.