VP, Private Banking

Enterprise Bank & Trust; Santa Fe (NM); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Volunteer time off

Charitable matching

Job summary

Enterprise Bank & Trust is seeking a Vice President of Private Banking to develop and execute client acquisition strategies, liaise with internal partners, and act as quarterback for high-net-worth client relationships. The role emphasizes deposit growth, mortgage and credit solutions, and proactive risk management in a fast-paced banking environment.

The ideal candidate has a strong background in wealth management, sales, and client service, with five or more years of related experience, a

Qualifications

• Bachelor's degree from a four year college or university; or five years related experience and/or training.
• Strong written and oral communication skills.
• Excellent interpersonal and customer service skills.
• Ability to analyze financial information and make recommendations.
• Strong math and problem solving skills.
• Must maintain confidentiality of client transactions and financial records.
• Good phone voice with professional appearance.

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

Team-oriented

Positive attitude

Rapport building

Analytical ability

Interpersonal skills

Interview customers

Prioritize multitask

Organizational skills

Communication skills

Math and problem solving

Confidentiality

Phone demeanor

Office equipment familiarity

Wealth management knowledge

Education

Bachelor's degree (four-year college or university)

Five years related experience and/or training

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Finzly Wires

Weiland Account Analysis

Job description

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.

Together, there's no stopping you!

Job Title: VP, Private Banking

Job Description:

Essential Duties and 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.

Qualifications:

• Understands the bank's business lines and internal product partners to provide a high touch level of client services
• Team-oriented, possess a positive attitude and work well with others
• Ability to establish rapport and build trust with potential and existing clients
• Ability to analyze financial information and make recommendations, provide introduction to key financial partners
• Excellent interpersonal and customer service skills
• Ability to interview customers and understand requests
• Ability to prioritize; handle multiple tasks; and work independently
• Strong organizational skills and detail-oriented with high degree of accuracy
• Strong written and oral communication skills
• Strong math and problem solving skills
• Must maintain confidentiality of client transactions and financial records
• Good phone voice with professional and well-groomed appearance
• Ability to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copier
• Thorough knowledge of Wealth Management procedures, bank operations, products and services offered at the bank

Supervisory Responsibilities:

• None

Education and/or Experience:

• Bachelor's degree from a four year college or university; or five years related experience and/or training.

Computer and Software Skills:

• MS Word, Excel and PowerPoint
• IBS
• Salesforce
• LinkedIn
• Image Centre
• Finzly Wires
• Weiland Account Analysis

Certificates, Licenses and Registrations:

• National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations.
• May serve on Boards or committees.

Equal Opportunity Statement:

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources [e-mail].

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live.We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.If you would like more information about your EEO rights as an applicant under the law,