Senior Private Banking Executive – Client Growth

Enterprise Bank & Trust; Santa Fe (FL); On-site; USD 120,000 - 200,000; Full time

Job summary

Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition, develop financial strategies, and coordinate with internal partners to deliver tailored wealth management solutions. You will act as the quarterback for complex client relationships, driving loan and deposit growth while upholding credit quality standards.

The role requires a bachelor’s degree or equivalent experience, strong interpersonal skills, and the ability to manage multiple relationships within a

Qualifications

• Bachelor’s degree or five years related experience and/or training.
• Ability to develop and execute financial strategies for Private Banking clients.
• Strong client service mindset with proactive communication and responsiveness.
• Ability to coordinate with internal partners and manage complex relationships.
• Excellent interpersonal and problem-solving skills.

Responsibilities

• Develop and execute financial strategies for acquiring new Private Banking clients.
• Consult with clients and prospects to provide customized solutions and proactive service.
• Act as quarterback for Private Banking clients coordinating with internal partners.
• Sell bank deposit products and provide mortgage/credit solutions.
• Cross-sell other bank products and monitor credit quality.
• Own client relationships and coordinate with managers of ancillary relationships.
• Generate loan and deposit growth in line with policy and procedures.
• Interpret legal documents relevant to client accounts.

Skills

Financial strategy

Client consultation

Relationship management

Bank sales

Credit evaluation

Legal document literacy

Team coordination

Education

Bachelor’s degree

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Finzly Wires

Weiland Account Analysis

Job description

Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition, develop financial strategies, and coordinate with internal partners to deliver tailored wealth management solutions. You will act as the quarterback for complex client relationships, driving loan and deposit growth while upholding credit quality standards.

The role requires a bachelor’s degree or equivalent experience, strong interpersonal skills, and the ability to manage multiple relationships within a