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 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 :
Qualifications :
Supervisory Responsibilities :
Education and / or Experience :
Computer and Software Skills :
Certificates, Licenses and Registrations :
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 .
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 click.
Private Banking • Phoenix, AZ