Senior Private Banking Relationship Strategist

Enterprise Bank & Trust; Clayton (MO); On-site; USD 150,000 - 230,000; Full time

Job summary

Enterprise Bank & Trust is seeking a Vice President of Private Banking to lead client acquisition and service strategies with a focus on wealth management and cross‑team collaboration.

You will act as the quarterback for high‑level client relationships, coordinating with partners to deliver tailored banking solutions, mortgages, loans and deposits while maintaining credit quality and compliance.

Qualifications

• Bachelor's degree from a four year college or university.
• Five years related experience and/or training.
• Strong written and oral communication skills
• Thorough knowledge of Wealth Management procedures, bank operations, products and services offered at the bank

Responsibilities

• 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.

Skills

Client relationships

Financial analysis

Cross-selling

Interpersonal skills

Communication skills

Time management

Education

Bachelor's degree

5+ years related experience

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

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Job description

Enterprise Bank & Trust is seeking a Vice President of Private Banking to lead client acquisition and service strategies with a focus on wealth management and cross‑team collaboration.

You will act as the quarterback for high‑level client relationships, coordinating with partners to deliver tailored banking solutions, mortgages, loans and deposits while maintaining credit quality and compliance.