Job Description

Role Description

The VP, Private Banking will be responsible for developing and executing financial strategies for acquiring new Private Banking Clients through various channels.

• Consult with clients and prospects to provide customized solutions and exceptional client service.
• Act as “Quarterback” for Private Banking clients, coordinating with key strategic partners.
• 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 manage credit quality issues proactively.
• Take ownership of the Private Banking client’s personal relationship and coordinate with ancillary relationship managers.
• Generate loan and deposit growth in accordance with bank policy and procedure.
• Understand and interpret various legal documents, such as court orders and trust documents.
• Perform other miscellaneous duties as assigned.

Qualifications

• Understands the bank’s business lines and internal product partners.
• Team-oriented with a positive attitude.
• 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 and handle multiple tasks independently.
• Strong organizational skills and attention to detail.
• 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 a professional appearance.
• Ability to operate standard office equipment.
• Thorough knowledge of Wealth Management procedures and bank operations.

Requirements

• 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, PowerPoint, IBS, Salesforce, LinkedIn, Image Centre.
• National Mortgage Licensing System (NMLS) registration.
• May serve on Boards or committees.
• Notary.

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 at hr@enterprisebank.com.

Enterprise Bank & Trust is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status.

All employment offers are contingent upon the applicant successfully completing both drug and background check screenings.

Job Tags

Similar Jobs