Senior Private Banking Relationship Executive

Enterprise Bank & Trust; Farmington (MO); On-site; USD 120,000 - 180,000; Full time

Job summary

Enterprise Bank & Trust in Farmington, MO seeks a Vice President of Private Banking to lead client relationships, develop strategies, and coordinate with partners to deliver customized wealth management solutions.

You will act as quarterback for clients, drive loan and deposit growth, ensure credit quality, and mentor associates; requires a bachelor’s degree and 5+ years in private banking or wealth management. Notary and NMLS preferred.

Qualifications

• Bachelor's degree required; five years of related experience preferred.
• Experience in private banking or wealth management.
• Strong interpersonal and customer service skills.

Responsibilities

• Develop and execute financial strategies to acquire Private Banking clients.
• Consult with clients and leverage partners to provide customized solutions.
• Act as quarterback to coordinate with specialists for client needs.
• Sell bank deposit products and provide mortgage/credit solutions.
• Cross-sell other bank products and monitor credit quality.
• Grow loan and deposit portfolios while maintaining confidentiality.

Skills

Client relationship

Strategic selling

Team leadership

Financial analysis

Negotiation

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Salesforce

Job description

Enterprise Bank & Trust in Farmington, MO seeks a Vice President of Private Banking to lead client relationships, develop strategies, and coordinate with partners to deliver customized wealth management solutions.

You will act as quarterback for clients, drive loan and deposit growth, ensure credit quality, and mentor associates; requires a bachelor’s degree and 5+ years in private banking or wealth management. Notary and NMLS preferred.