Senior Private Banking Executive

Enterprise Bank & Trust; Farmington (MO); On-site; USD 120,000 - 190,000; Full time

Job summary

Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and relationship management in a high-touch environment. You will coordinate with wealth partners, oversee credit quality, and deliver customized banking solutions to affluent clients.

The role requires a Bachelor’s degree or equivalent experience, strong interpersonal skills, and proven ability to manage complex client relationships and cross-functional partnerships across the bank.

Qualifications

• Bachelor's degree from a four year college or university; or five years related experience and/or training.

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 an exceptional level of proactive client service and responsiveness based on the unique needs and expectations of the Private Banking client.
• Act as "Quarterback" for Private Banking clients as appropriate within the bank to bring together key strategic partners with specialties in a manner that is best coordinated for the Private Banking client.
• 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 be proactive in the management of credit quality issues.
• Take ownership as needed of the Private Banking client's personal relationship - and coordinate as needed with the manager(s) of any ancillary relationships they have with the bank to maximize service efficiency.
• Generate loan and deposit growth in accordance with bank policy and procedure.
• Ability to understand and interpret various legal documents, such as, court orders, letters of testamentary, trust documents, durable power of attorney, bank disclosures, new accounts agreements, etc.
• Perform other miscellaneous duties as assigned.

Skills

Relationship building

Financial analysis

Client acquisition

Cross-selling

Communication skills

Team collaboration

Confidentiality

Education

Bachelor's degree or 5 years related experience

Tools

MS Word

Excel

PowerPoint

Salesforce

LinkedIn

Image Centre

IBS

Job description

Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and relationship management in a high-touch environment. You will coordinate with wealth partners, oversee credit quality, and deliver customized banking solutions to affluent clients.

The role requires a Bachelor’s degree or equivalent experience, strong interpersonal skills, and proven ability to manage complex client relationships and cross-functional partnerships across the bank.