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 excellent communication, presentation and tactful interpersonal skills.

• Minimum of seven or more years of Private Banking experience.

• Superb people skills to work within a collaborative team environment and successfully develop and retain client relationships.

• Ability to analyze financial information and make recommendations, provide introduction to key business partners.

• Ability to interview customers and understand requests

• Self-motivated to work independently and take ownership.

• Effective time management and organizational skill are required.

• Strong written and oral communication skills

• Must maintain confidentiality of client transactions and financial records.

• Good phone voice with professional and well-groomed professional appearance.

• Strong working knowledge of regulations, compliance standards, market trends and products related to the banking industry.

Supervisory Responsibilities:

• None

Education and/or Experience:

• Bachelor’s degree from a four year college or university; or seven to ten years private banking experience.

Computer and Software Skills:

• MS Word, Excel and PowerPoint

• Bankway

• Salesforce

• LinkedIn

• Image Centre

• Fundtech

• Weiland Account Analysis

Certificates, Licenses and Registrations:

• National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations.

• May serve on Boards or committees.

Compensation:

• Salary Range: $149,503- $224,254. Amount is based on relevant experience, skills, and competencies.

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 committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are 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 and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE (https://link.zixcentral.com/u/324ca55e/qL5ePJcS6RG7hzIZh3soMg?u=https%3A%2F%2Fwww1.eeoc.gov%2Femployers%2Fposter.cfm) .

Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank.

By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)