Senior Private Banking Leader: Client Growth & Wealth

Enterprise Bank & Trust; Santa Fe (NM); Presencial; USD 150.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Volunteer time off

Charitable matching

Descripción de la vacante

Enterprise Bank & Trust is seeking a Vice President of Private Banking to develop and execute client acquisition strategies, liaise with internal partners, and act as quarterback for high-net-worth client relationships. The role emphasizes deposit growth, mortgage and credit solutions, and proactive risk management in a fast-paced banking environment.

The ideal candidate has a strong background in wealth management, sales, and client service, with five or more years of related experience, a

Formación

• Bachelor's degree from a four year college or university; or five years related experience and/or training.
• Strong written and oral communication skills.
• Excellent interpersonal and customer service skills.
• Ability to analyze financial information and make recommendations.
• Strong math and problem solving skills.
• Must maintain confidentiality of client transactions and financial records.
• Good phone voice with professional appearance.

Responsabilidades

• 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.

Conocimientos

Team-oriented

Positive attitude

Rapport building

Analytical ability

Interpersonal skills

Interview customers

Prioritize multitask

Organizational skills

Communication skills

Math and problem solving

Confidentiality

Phone demeanor

Office equipment familiarity

Wealth management knowledge

Educación

Bachelor's degree (four-year college or university)

Five years related experience and/or training

Herramientas

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Finzly Wires

Weiland Account Analysis

Descripción del empleo

Enterprise Bank & Trust is seeking a Vice President of Private Banking to develop and execute client acquisition strategies, liaise with internal partners, and act as quarterback for high-net-worth client relationships. The role emphasizes deposit growth, mortgage and credit solutions, and proactive risk management in a fast-paced banking environment.

The ideal candidate has a strong background in wealth management, sales, and client service, with five or more years of related experience, a