VP, Private Banking: Client Growth & Wealth Strategy

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

Benefits offered by this job

Volunteer time off

Charitable matching

Job summary

Enterprise Bank & Trust in Farmington, MO, seeks a VP of Private Banking to lead client strategy, develop financial solutions, and coordinate with partners to deliver top-tier service.

The role emphasizes acquiring new clients, managing loan and deposit growth, and ensuring credit quality while maintaining confidentiality and strong relationship management. Join a collaborative team and contribute to community-focused banking.

Qualifications

• Understands bank business lines and internal product partners to deliver high-touch client service.
• Team-oriented with a positive attitude and ability to work with others.
• Ability to establish rapport and build trust with clients.
• Ability to analyze financial information and make recommendations.
• Excellent interpersonal and customer service skills.
• Ability to interview customers and understand requests.
• Ability to prioritize, multi-task, and work independently.
• Strong organizational skills and attention to detail.
• Strong written and oral communication skills.
• Strong math and problem solving skills.
• Maintain confidentiality of client transactions and records.
• Professional phone demeanor and appearance.
• Ability to operate standard office equipment.
• Thorough knowledge of wealth management procedures and bank operations.

Responsibilities

• Develop and execute financial strategies for acquiring new Private Banking clients.
• Consult with clients and prospects and provide customized solutions with proactive service.
• Act as quarterback for Private Banking clients coordinating partners.
• Sell bank deposit products.
• Provide mortgage and consumer credit solutions.
• Cross-sell other bank products as appropriate.
• Monitor credit quality of existing clients and manage issues proactively.
• Own client relationships and coordinate with managers of ancillary relationships.
• Generate loan and deposit growth in line with policy.
• Interpret legal documents and bank disclosures as needed.
• Perform other duties as assigned.

Skills

Client services

Teamwork

Relationship building

Financial analysis

Interpersonal skills

Communication

Prioritization

Organization

Problem solving

Confidentiality

Phone communication

Office equipment

Wealth management

Education

Bachelor's degree

Five years related experience

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Job description

Enterprise Bank & Trust in Farmington, MO, seeks a VP of Private Banking to lead client strategy, develop financial solutions, and coordinate with partners to deliver top-tier service.

The role emphasizes acquiring new clients, managing loan and deposit growth, and ensuring credit quality while maintaining confidentiality and strong relationship management. Join a collaborative team and contribute to community-focused banking.