VP, Private Banking

Enterprise Bank & Trust•Santa Fe, NM

About The Position

Enterprise Bank & Trust is seeking a VP, Private Banking to develop financial strategies for acquiring new Private Banking clients and deliver customized financial solutions and proactive service. The role coordinates internal strategic partners to support clients’ needs, manages personal client relationships, and generates loan and deposit growth in accordance with bank policies and procedures. It also monitors credit quality, supports mortgage and consumer credit needs, sells deposit products, and cross-sells other bank products where appropriate. The position requires understanding and interpreting legal and banking documents, maintaining the confidentiality of client transactions and financial records, and performing other duties as assigned. Supervisory responsibilities: none.

Requirements

Bachelor’s degree from a four-year college or university, or five years of related experience and/or training.
Ability to understand the bank’s business lines and internal product partners to provide high-touch client service.
Team-oriented, positive attitude, and ability to work well with others.
Ability to establish rapport and build trust with potential and existing clients.
Ability to analyze financial information, make recommendations, and introduce clients to key financial partners.
Excellent interpersonal and customer service skills.
Ability to interview customers and understand their requests.
Ability to prioritize, handle multiple tasks, and work independently.
Strong organizational skills, attention to detail, and a high degree of accuracy.
Strong written and oral communication skills.
Strong math and problem-solving skills.
Professional phone manner and well-groomed appearance.
Ability to operate standard office equipment, including computer workstations, typewriters, calculators, and copiers.
Thorough knowledge of Wealth Management procedures, bank operations, and the bank’s products and services.
NMLS registration under the terms of all appropriate regulations.
Computer and software skills in MS Word, Excel, PowerPoint, IBS, Salesforce, LinkedIn, Image Centre, Finzly Wires, and Weiland Account Analysis.

Responsibilities

Develop and execute financial strategies to acquire new Private Banking clients through internal and external sources, community and organizational involvement, and market research.
Consult with clients and prospects and work with internal strategic partners to provide customized solutions, proactive service, and responsiveness tailored to client needs.
Coordinate key strategic partners and specialties to support Private Banking clients.
Sell bank deposit products and provide mortgage and consumer credit solutions.
Cross-sell other bank products where appropriate.
Monitor existing clients’ credit quality and proactively manage credit quality issues.
Take ownership of clients’ personal banking relationships as needed and coordinate with managers of ancillary relationships to maximize service efficiency.
Generate loan and deposit growth in accordance with bank policy and procedure.
Understand and interpret legal and banking documents, including court orders, letters of testamentary, trust documents, durable powers of attorney, bank disclosures, and new account agreements.
Perform other miscellaneous duties as assigned.
Maintain confidentiality of client transactions and financial records.
May serve on boards or committees.