Senior Private Banking Relationship Executive

Enterprise Bank & Trust; Clayton (MO); On-site; USD 130,000 - 210,000; Full time

Job summary

Enterprise Bank & Trust, a leading regional bank, seeks a Vice President of Private Banking to lead client acquisition and relationship management. The successful candidate will act as a quarterback, coordinating internal partners to deliver tailored wealth management solutions and proactive client service.

Responsibilities include generating loan and deposit growth, cross-selling products, and ensuring credit quality for high-net-worth clients.

Qualifications

• Ability to develop and maintain strong client relationships across Wealth Management services.
• Proactive client service and responsiveness based on client needs and expectations.
• Ability to analyze financial information and make recommendations to clients.

Responsibilities

• Develop and execute financial strategies to acquire new Private Banking clients.
• Consult with clients and prospects and leverage partners for customized solutions.
• Act as quarterback to coordinate strategic partners for client needs.
• Sell bank deposit products and provide mortgage and consumer credit solutions.
• Cross-sell other bank products to enhance client relationships.
• Monitor credit quality and manage credit quality issues for existing clients.
• Own Private Banking relationships and coordinate with managers of ancillary relationships.
• Generate loan and deposit growth consistent with policy and procedures.
• Interpret legal documents relevant to client accounts and arrangements.
• Perform other duties as assigned.

Skills

Relationship building

Client service

Financial analysis

Cross-selling

Banking knowledge

Interpersonal skills

Time management

Communication skills

Confidentiality

Education

Bachelor's degree

Job description

Enterprise Bank & Trust, a leading regional bank, seeks a Vice President of Private Banking to lead client acquisition and relationship management. The successful candidate will act as a quarterback, coordinating internal partners to deliver tailored wealth management solutions and proactive client service.

Responsibilities include generating loan and deposit growth, cross-selling products, and ensuring credit quality for high-net-worth clients.