Personal Banking - Private Client Center Manager

Bank Midwest; Overland Park (KS); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Insurance

401k

Stock purchase program

Paid time off

Associate banking perks

Job summary

NBH Bank seeks a Private Client Center Manager to lead a concierge banking team delivering high-touch client experiences and cross-selling across deposit, loan and treasury products.

The role focuses on growing and retaining the Private Client Center portfolio while collaborating with private teammates to attract HNW and business-owner clients in a fast-paced environment.

Qualifications

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years’ experience in progressive relationship management, extraordinary client service and client/prospect calling experience.
• Strong communication skills.
• Must possess a valid driver’s license.
• Must be a Notary.

Responsibilities

• Train and develop a successful concierge banking center team to deliver an elevated, personalized client experience while selling and cross-selling through our Relationship Building protocol.
• Responsible for the growth and retention of the Private Client Center deposit and loan portfolio.
• Work collaboratively with Private teammates to acquire HNW, entrepreneur and business-owner clients for the bank.
• Achieve specific sales and service goals by providing a full range of business banking services to clients with an emphasis on deposit, treasury management and loan products.
• Responsible for demonstrating a strong knowledge of mortgage, business, installment loan options, providing a broad base of financial and credit services.
• Actively and consistently engage in community involvement and business development for the bank.
• Oversee the operational efficiency and compliance requirements of the Private Client Center.

Skills

Relationship management

Client service

Communication

Time management

Notary

Education

Bachelor’s degree in Business Administration or equivalent

Tools

Microsoft Office

Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

This type of position is ideal for someone looking to build a career in financial services. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.

The primary focus of this role is building strong, effective relationships through a confident, professional, and engaging approach. The position operates in a fast-paced environment and requires close collaboration with others to achieve results, motivate performance, and drive successful outcomes. A strong sense of urgency, initiative, and determination is essential, along with the ability to influence and guide others through a clear understanding of their needs and motivations. Success in this role depends on setting and achieving goals, making sound decisions under pressure, and leveraging input from others when needed. The work is dynamic and varied, requiring attention to detail, accuracy, and adaptability, with responsibilities that may include coaching, training, and influencing behaviors to achieve business objectives.

As a Private Client Center Manager, You Will

• Train and develop a successful concierge banking center team to deliver an elevated, personalized client experience while selling and cross-selling through our Relationship Building protocol. This includes setting clear expectations for white-glove service, anticipating client needs, and consistently exceeding service standards for Private Clients.
• Responsible for the growth and retention of the Private Client Center deposit and loan portfolio.
• Work collaboratively with Private teammates to acquire HNW, entrepreneur and business-owner clients for the bank.
• Achieve specific sales and service goals by providing a full range of business banking services to clients with an emphasis on deposit, treasury management and loan products.
• Responsible for demonstrating a strong knowledge of mortgage, business, installment loan options, providing a broad base of financial and credit services.
• Actively and consistently engage in community involvement and business development for the bank.
• Oversee the operational efficiency and compliance requirements of the Private Client Center.

Below Are The Minimum Requirements For Consideration

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years’ experience in progressive relationship management, extraordinary client service and client/prospect calling experience.
• Strong communication skills.
• Must possess a valid driver’s license.
• Must be a Notary.

Desired Skills

Ideal candidates for this position should possess some or all of the following skills:

• Previous Private Banking experience and exceptional Client Service Management experience.
• Passionate and motivated self-starter.
• Strong work ethic and ability to complete work accurately.
• Ability to think logically in order to analyze situations and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint. Ability to learn various systems.

Skills and Abilities

Below is a general list of desired skills and abilities; this is not an exhaustive list.

• Client service driven with a commitment to delivering a highly personalized, elevated experience; proactively anticipates client needs and resolves issues with a sense of urgency, professionalism, and discretion.
• Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan and other banking products and services.
• Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
• Strong professional etiquette.
• Must be passionate about proactive relationship building of new business from existing clients and referrals. Proven track record of prospecting new relationships, as well as enhancing existing ones, and meeting or exceeding goals.
• Ability to learn, understand, develop and deliver a variety of technical and business skills training program.
• Cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish company objectives.
• Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence.
• Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action.
• Effectively manage a team of associates to accomplish responsive, concierge service for Private Clients, while protecting the Bank and the client from risk.
• Ability to handle multiple projects related to marketing, branding, business development, and event planning.
• Coordinate partnership amongst the Bank’s many lines of business to promote client relationship growth.
• Provide accurate reporting related to the line of business, to include but not exhaustive, relationship and deposit growth, pipeline activity, client retention and budget/expenses.

Work Environment

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• Expected to maintain a business professional appearance that reflects the Private Banking brand and reinforces a high standard of professionalism and credibility with clients.
• Professional setting.
• May be requested to work evenings and weekends for special program events.
• Travel is primarily local during the business day, although some out-of-the-area and overnight travel is required on an as needed basis to exceed the expectations of the client.
• Must be able to work at a rapid pace for long periods of time.
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.