Senior Private Banking Relationship Lead

Enterprise Bank & Trust

Overland (MO)

On-site

USD 120,000 - 190,000

Full time

14 days+
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Job summary

Enterprise Bank & Trust in Missouri seeks a VP, Private Banking to lead client acquisition and wealth-management solutions for high-value clients. You will coordinate bank partners to deliver proactive service and drive loan/deposit growth while maintaining credit quality.

The role requires a Bachelor's degree or five years of related experience, strong relationship skills, and knowledge of Wealth Management products. NMLS, Notary appreciated; growth opportunities abound.

Qualifications

  • Bachelor's degree or five years related experience and/or training.
  • Strong client relationship and interpersonal skills.
  • Ability to analyze financial information and make recommendations.
  • Ability to coordinate with internal partners to deliver customized solutions.
  • Notary and NMLS registration preferred; ability to work with confidential information.

Responsibilities

  • Develop and execute strategies for acquiring new Private Banking clients.
  • Consult with clients and prospects; collaborate with internal partners to provide tailored solutions.
  • Act as quarterback for Private Banking clients to coordinate specialists and services.
  • Sell bank deposit products and provide mortgage/consumer credit solutions.
  • Cross-sell other bank products; monitor credit quality and manage client relationships.

Skills

Relationship management
Financial analysis
Client acquisition
Cross-functional coordination
Communication

Education

Bachelor's degree

Tools

MS Word
Excel
PowerPoint
Salesforce
LinkedIn
Image Centre
IBS

Job description

Enterprise Bank & Trust in Missouri seeks a VP, Private Banking to lead client acquisition and wealth-management solutions for high-value clients. You will coordinate bank partners to deliver proactive service and drive loan/deposit growth while maintaining credit quality.

The role requires a Bachelor's degree or five years of related experience, strong relationship skills, and knowledge of Wealth Management products. NMLS, Notary appreciated; growth opportunities abound.

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