VP, Private Banking

Enterprise Bank & Trust•Santa Fe, NM

About The Position

The VP, Private Banking develops and executes strategies to acquire new Private Banking clients through internal and external sources, community involvement, and market research. The role consults with clients and prospects to provide customized financial solutions and proactive, responsive service based on their needs, drawing on internal strategic partners to coordinate services across the bank. The position generates loan and deposit growth in accordance with bank policies and procedures, sells deposit products, provides mortgage and consumer credit solutions, and cross-sells other bank products when appropriate. It monitors existing clients’ credit quality and proactively manages credit-quality concerns. The VP may take ownership of a client’s personal banking relationship and coordinate with managers of ancillary bank relationships to improve service efficiency. The role also requires understanding and interpreting legal documents relevant to client banking matters. Other duties may be assigned. There are no supervisory responsibilities.

Requirements

Bachelor’s degree from a four-year college or university, or five years of related experience and/or training.
Understand the bank’s business lines and internal product partners to provide a high level of 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.
Maintain confidentiality of client transactions and financial records.
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.

Nice To Haves

May serve on boards or committees.

Responsibilities

Develop and execute financial strategies to acquire new Private Banking clients through internal and external sources, community involvement, and market research.
Consult with clients and prospects and coordinate with internal strategic partners to provide customized solutions and proactive, responsive service.
Coordinate key strategic partners and specialties for Private Banking clients as appropriate.
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 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 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.