Elite Private Client Advisor

NBH Bank; Greenwood Village, Northern (CO, KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

NBH Bank in Greenwood Village, CO is seeking a Private Client Advisor to serve a select group of affluent clients, building trusted banker-client relationships and coordinating financial needs across lines of business.

You will protect client information, adhere to privacy policies, and meet quarterly and annual sales/service goals while actively participating in community and professional organizations.

Qualifications

• Bachelor’s degree in Business Administration or equivalent.
• 5+ years’ progressive sales management and client service experience.
• Must be registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E. Act.
• Must possess a valid driver’s license and be able to drive as needed.
• Must comply with mortgage regulatory requirements and NBH policies.

Responsibilities

• Establish entrusted banker-client relationships and coordinate client financial needs across multiple lines of business.
• Protect client and bank information and follow privacy policies; achieve sales and service goals quarterly and annually.

Skills

Client service

Sales skills

Relationship building

Communication

Financial acumen

Education

Bachelor’s degree in Business Administration

Tools

NMLS licensing

Job description

NBH Bank in Greenwood Village, CO is seeking a Private Client Advisor to serve a select group of affluent clients, building trusted banker-client relationships and coordinating financial needs across lines of business.

You will protect client information, adhere to privacy policies, and meet quarterly and annual sales/service goals while actively participating in community and professional organizations.