VP Private Banking: Wealth Strategy & Client Advisory

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

Job summary

Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and relationship management. You will develop financial strategies, consult with clients, and coordinate with partners to deliver customized banking solutions.

The role requires strong relationship and financial analysis skills, with emphasis on client service and cross-functional collaboration. The position offers the opportunity to lead high-net-worth client initiatives, work with mortgage and credit

Qualifications

• Understands the bank's business lines and internal product partners to provide a high touch level of client services.
• Team-oriented, positive attitude and works well with others.
• Ability to establish rapport and build trust with clients.
• Ability to analyze financial information and make recommendations and introductions to partners.
• Excellent interpersonal and customer service skills.
• Strong written and oral communication skills.
• Strong math and problem solving skills.

Responsibilities

• Develop and execute financial strategies for acquiring new Private Banking Clients through internal and external sources and market research.
• Consult with clients and prospects and utilize internal strategic partners to provide customized solutions.
• Act as quarterback for Private Banking clients by coordinating with key partners for the client.
• Sell bank deposit products.
• Provide mortgage and consumer credit solutions.
• Cross-sell other bank products where appropriate.
• Monitor credit quality and proactively manage issues.
• Own the Private Banking client's relationship and coordinate with managers of ancillary relationships.
• Generate loan and deposit growth in line with policy.
• Interpret legal documents related to clients.

Skills

Client relationship management

Financial analysis

Cross-selling

Communication skills

Teamwork

Confidentiality

Organizational skills

Education

Bachelor's degree

Five years related experience

Tools

MS Word

Excel

PowerPoint

IBS

Salesforce

LinkedIn

Image Centre

Job description

Enterprise Bank & Trust is seeking a VP of Private Banking to lead client acquisition and relationship management. You will develop financial strategies, consult with clients, and coordinate with partners to deliver customized banking solutions.

The role requires strong relationship and financial analysis skills, with emphasis on client service and cross-functional collaboration. The position offers the opportunity to lead high-net-worth client initiatives, work with mortgage and credit