Premier & Private Banking - Private Client Advisor

NBH Bank; Englewood (CO); On-site; USD 90,000 - 180,000; Full time

Job summary

NBH Bank is seeking an experienced Private Banker/Relationship Manager in Colorado to deliver bespoke wealth management solutions and exceptional client service. The role emphasizes building enduring relationships with private banking clients, prospecting new business from referrals, and ensuring compliance with mortgage and banking regulations.

Strong communication, sales skills, and knowledge of wealth products are essential.

Qualifications

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience.
• Must be/become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E. Act.
• This position requires compliance with all mortgage regulatory requirements and NBH's compliance policies related to these requirements including acceptable background check investigation results.
• Must possess a valid driver’s license.
• Driving may be required with this position. Applicants must have a valid driver’s license (may not be learner’s, restricted or “to and from work” license) and driving history that meets Bank’s driver standards.

Responsibilities

• Build and maintain strong relationships with Private Banking clients and prospects.
• Prospect new business from existing clients and referrals to grow the client base.
• Ensure compliance with BSA/OFAC and NBH regulatory requirements in all activities.
• Deliver personalized wealth management and banking solutions to high-net-worth clients.

Skills

Client relationship management

Sales leadership

NMLS licensing

Regulatory compliance

Driver's license

Private Banking

Education

Bachelor's degree in Business Administration

Tools

Outlook

Word

Excel

PowerPoint

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.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements:

To be considered for this position, you must possess the following qualifications:

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience.
• Must be/become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E. Act.
• This position requires compliance with all mortgage regulatory requirements and NBH's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
• Must possess a valid driver’s license.
• Driving may be required with this position. Applicants must have a valid driver’s license (may not be learner’s, restricted or “to and from work” license) and driving history that meets Bank’s driver standards. This information will be verified in a Motor Vehicle Report.

Desired Qualifications:

To be considered an ideal candidate, you should possess some of the following qualifications:

• Previous Private Banking experience and exceptional Client Services experience.
• Previous Investment Management / Estate Planning / Trust Services Experience and financial industry designations.
• Previous sales experience in the banking and/or financial services industry.
• Bilingual language skills.

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 Private Banking client issues and concerns.
• Specialized competencies including basics of financial planning, asset/investment types and allocation methodologies, basics of wealth management, as well as consumer, commercial and mortgage credit types and approaches.
• Specialized competencies in delivery of deposit, loan and other banking products and services.
• Strong financial acumen and conceptual understanding of risk management.
• Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
• Strong professional and etiquette behaviors.
• Strong attention to detail and ability to complete work accurately.
• 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.
• Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint. Ability to learn various systems.
• Cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish company objectives.
• Promotes and generates cooperation among one’s peers to achieve a collective outcome; fosters the development of a common vision and fully participates in creating a unified team that gets results.
• Above average ability to think logically in order to analyze situations and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• 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 transfers thoughts and expresses ideas orally or verbally in individual or group situations.
• Handle items with hands, for either extended periods of time or many times throughout the workday.

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:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role.Professional setting.
• Private Banker to be available on call Monday through Sunday, Twenty-Four Hours a day.
• 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.
• Sitting for extended periods of time (typically no longer than 8 hours).

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.