Enterprise Bank & Trust VP, Private Banking in Overland Park, Kansas
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 St. Louis, Kansas City, Phoenix, California and New Mexico, 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, 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.
VP, Private Banking
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, to include key strategic business partners with product specialties that can meet/exceed the needs of the Private Banking client.
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 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.
Perform other miscellaneous duties as assigned.
Understands the bank’s business lines and internal product partners to provide a high touch level of client services
Team-oriented, possess a positive attitude and work well with others
Ability to establish rapport and build trust with potential and existing clients
Ability to analyze financial information and make recommendations, provide introduction to key financial partners
Excellent interpersonal and customer service skills
Ability to interview customers and understand requests
Ability to prioritize; handle multiple tasks; and work independently
Strong organizational skills and detail-oriented with high degree of accuracy
Strong written and oral communication skills
Must maintain confidentiality of client transactions and financial records
Thorough knowledge of Wealth Management procedures, bank operations, products and services offered at the bank
Education and/or Experience:
- 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 and PowerPoint
Weiland Account Analysis
Certificates, Licenses and Registrations:
National Mortgage Licensing System (NMLS) registration under the terms of all appropriate regulations. (not required)
May serve on Boards or committees.
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 firstname.lastname@example.org .
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 more than 30 years ago 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 $9.7 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California and New Mexico. 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.)