SVP, Private Banking

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:

SVP, Private Banking

Job Description:

Summary:

Responsible for managing client financial circumstances with a focus on maintaining a strong relationship between the client and the bank. Review client's current financial matters by gathering information regarding total assets i.e. property and business interests, bank accounts, investments, debt obligations and learn about their financial goals. Builds trust, retain confidence with key business partners in branches, mortgage, trust, and all other business lines to ensure that the personal relationship team addresses a 360-degree view of the affluent clients’ unique financial needs. Work closely with Wealth Management Team to cross-sell other products and services.

Generates loan and deposit growth through the sale, promotion and referral of products and services. Generates leads and referrals to acquire new private banking clients through profiling ancillary banking relationships, referral sources and community visibility. Manages a portfolio of clients by meeting with clients as needed and providing exceptional customer service. Builds trust and retains confidence with strategic business partners in branches, mortgage, trust, and all other business lines to ensure that the personal relationship team addresses the specialized, comprehensive needs of high value/high net-worth clients.

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.
• Annual production goals are typically 15-20% higher than other private bankers with an average of 200+ clients in individual portfolio.
• Sell bank deposit products and consistently achieve established annual goals.
• 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.
• Demonstrate strong sales and leadership skills within the team and other business partners.
• Mentor and advise less experienced team members.
• Participate in bankwide activities including community activities to promote private banking.
• Perform other duties as required.

Qualifications: 

• Proven ability to cross-sell other banking products, including wealth, deposits, mortgage and loans.
• Excellent understanding of bank products and services.
• Must have exce