Elite Private Client Advisor

Community Bankshares, Inc.; Greenwood Village, Northern (CO, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

NBH Bank in Greenwood Village, CO seeks a Private Client Advisor to manage relationships with select affluent clients. You will coordinate client financial needs across multiple lines of business, protect client information, and strive to meet quarterly and annual sales and service goals.

Ideal candidates have a strong client-service background, mortgage/regulatory knowledge, and a willingness to engage with the local community and professionals to grow relationships.

Qualifications

• Bachelor’s degree in Business Administration or equivalent.
• Minimum of 5+ years’ experience in progressive sales management and client service.
• Must be registered and licensed in the Nationwide Mortgage Licensing System (NMLS).
• Compliance with mortgage regulatory requirements and NBH policies.
• Valid driver’s license with acceptable driving history.

Responsibilities

• Establish entrusted banker-client relationships with NBH clients.
• Coordinate client financial needs across multiple business lines.
• Protect client information and follow privacy policies.
• Achieve quarterly and annual sales/service goals.
• Engage in community and professional organizations and build rapport with clients.

Skills

Client relationship

Sales skills

Prospecting

Communication

Financial knowledge

Education

Bachelor's in Business Admin

NMLS license

Tools

MS Office

Job description

NBH Bank in Greenwood Village, CO seeks a Private Client Advisor to manage relationships with select affluent clients. You will coordinate client financial needs across multiple lines of business, protect client information, and strive to meet quarterly and annual sales and service goals.

Ideal candidates have a strong client-service background, mortgage/regulatory knowledge, and a willingness to engage with the local community and professionals to grow relationships.