VP, Private Banking — Relationship Architect

Enterprise Bank & Trust; Farmington (MO); On-site; USD 130,000 - 210,000; Full time

Job summary

Enterprise Bank & Trust in Missouri is seeking a Vice President of Private Banking to lead client relationships and develop strategies for growth. You will coordinate with internal partners to deliver tailored wealth management solutions and exceptional service to high-net-worth clients.

The role requires deep knowledge of private banking, asset protection and credit products, with a focus on cross-selling and achieving loan and deposit growth.

Qualifications

• Bachelor's degree from a four year college or university and five years related experience and/or training.
• Strong client service and relationship-building skills.
• Ability to analyze financial information and make recommendations.

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 relations

Financial strategy

Cross-selling

Credit analysis

Interpersonal skills

Communication

Team collaboration

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Job description

Enterprise Bank & Trust in Missouri is seeking a Vice President of Private Banking to lead client relationships and develop strategies for growth. You will coordinate with internal partners to deliver tailored wealth management solutions and exceptional service to high-net-worth clients.

The role requires deep knowledge of private banking, asset protection and credit products, with a focus on cross-selling and achieving loan and deposit growth.