Premier & Private Banking - Private Bank Relationship Manager

Bank Midwest; Aspen (CO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Insurance

401k

Stock purchase plan

Paid time off

Banking perks

Job summary

NBH Bank in Colorado is seeking a Premier & Private Bank Relationship Manager to serve as the main point of contact for a select group of affluent clients. You will drive deposit portfolio growth and maintain strong relationships between the Bank and Premier & Private Bank clients.

The role requires team collaboration, ability to tailor Premier & Private Bank products for high net worth individuals and businesses, and a focus on retention and expansion of client relationships.

Qualifications

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience
• Minimum of 3+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience
• Strong communication skills

Responsibilities

• Be the main contact for a select group of Premier & Private Bank clients, managing deposits and relationships.
• Cultivate, retain and grow Premier & Private Bank relationships with tailored products and services.

Skills

Strong communication skills

Client service driven

Sales management

Education

Bachelor’s degree in Business Administration

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. .

As Premier & Private Bank Relationship Manager, you will be the main point of contact for a select group of the Bank’s affluent clients. You will be responsible for a variety of tasks including; deposit portfolio growth and maintaining positive relationships between the Bank and Premier & Private Bank clients. This position requires team or collaborative work within the organization. Primary responsibilities of the position include cultivation, retention and growth of the Premier and Private Bank, tailored Premier & Private Bank’s products and services to attract high net worth individuals and businesses, and maintain and expand ongoing relationships with new and existing Premier & Private Bank clients.

Below Are The Minimum Requirements For Consideration

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience
• Minimum of 3+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience
• Strong communication skills

Desired Skills:

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

• Previous Premier & Private Banker experience and exceptional Client Services experience.
• Previous Wealth Management / Financial Planning 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; very responsive and understanding to the needs of Premier & Private Banking client issues and concerns.
• Specialized competencies including basics of financial planning, asset/investment types and allocation methodologies, basics of wealth management.
• 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 and etiquette behaviors.
• 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.
• Proven sales skills and client management experience.
• 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.

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

• 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

• insurance
• 401k
• an associate stock purchase program
• paid time off
• associate banking perks

For more information about the benefits offered click here.

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.