Senior Private Banking Executive

Enterprise Bank & Trust; Ferguson (MO); On-site; USD 170,000 - 260,000; Full time

Job summary

Enterprise Bank & Trust seeks a VP of Private Banking to lead client acquisition and relationship management for high-net-worth clients. You will coordinate internal partners to deliver customized wealth solutions, while ensuring exceptional client service and proactive communication.

The role emphasizes strategic collaboration with mortgage, deposit, and lending teams, with a focus on risk management and cross-selling opportunities.

Qualifications

• Bachelor's degree from a four year college or university is required.
• Five years related experience and/or training or equivalent.
• Strong customer service and relationship management capabilities are essential.
• Ability to interpret and explain complex financial information to clients.
• Demonstrated integrity and confidentiality in handling client data.

Responsibilities

• Develop and execute financial strategies to acquire new Private Banking clients.
• Consult with clients and partners to provide customized wealth solutions and proactive service.
• Coordinate with bank partners to act as quarterback for client relationships.
• Cross-sell bank products and services including deposits, mortgages, and loans.
• Monitor credit quality and manage existing client relationships to optimize service.

Skills

Rapport building

Interpersonal skills

Communication skills

Time management

Multitasking

Organizational skills

Attention to detail

Analytical thinking

Phone presence

Confidentiality

Financial services knowledge

Wealth management knowledge

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 for high-net-worth clients. You will coordinate internal partners to deliver customized wealth solutions, while ensuring exceptional client service and proactive communication.

The role emphasizes strategic collaboration with mortgage, deposit, and lending teams, with a focus on risk management and cross-selling opportunities.