Senior Private Banking Leader — Growth & Client Excellence

Enterprise Financial Services Corp.; Santa Fe (NM); On-site; USD 120,000 - 190,000; Full time

Job summary

Enterprise Bank & Trust is seeking a VP of Private Banking in Santa Fe, NM. The role focuses on developing financial strategies to acquire private banking clients, consulting with clients, and coordinating with internal partners to deliver tailored solutions.

The position requires Bachelor’s degree or 5+ years related experience, strong communication, and proven ability to manage client relationships with discretion and accuracy. Leadership and cross-selling across bank products are essential.

Qualifications

• Bachelor’s degree or 5+ years related experience.
• Excellent interpersonal and customer service skills.
• Strong math and problem solving skills; ability to analyze financial information.
• Ability to interview customers and understand requests.

Responsibilities

• Develop and execute financial strategies for acquiring new Private Banking Clients.
• Consult with clients and prospects and utilize partners to provide customized solutions.
• Act as quarterback for Private Banking clients coordinating with partners for the client’s needs.
• Sell bank deposit products and provide mortgage and consumer credit solutions.
• Cross-sell other bank products and monitor credit quality of existing clients.

Skills

Interpersonal skills

Communication skills

Analytical skills

Team orientation

Financial analysis

Organization/detail orientation

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 in Santa Fe, NM. The role focuses on developing financial strategies to acquire private banking clients, consulting with clients, and coordinating with internal partners to deliver tailored solutions.

The position requires Bachelor’s degree or 5+ years related experience, strong communication, and proven ability to manage client relationships with discretion and accuracy. Leadership and cross-selling across bank products are essential.