Premier & Private Banking - Private Client Advisor

Bank Midwest; Englewood (CO); On-site; USD 110,000 - 180,000; Full time

Job summary

NBH Bank in Colorado is seeking a motivated Private Client Advisor to serve a select group of affluent clients. You will establish trusted banker-client relationships, coordinate client financial needs across multiple lines of business, and protect all client information in line with policy.

You will work to achieve quarterly and annual sales and service goals while upholding compliance and high standards of client service.

Qualifications

• Bachelor’s degree in Business Administration or equivalent.
• Minimum of 5+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience.
• Must be registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS).
• Must possess a valid driver’s license and driving history meeting Bank standards.

Responsibilities

• Establish a trusted banker-client relationship with NBH’s affluent clients.
• Coordinate client financial needs through proactive, disciplined cross- Line collaboration.
• Protect all client and bank information and adhere to privacy policies.
• Achieve quarterly and annual sales and service goals; participate in community and professional organizations.

Skills

Client relationship building

Sales experience

Communication skills

Attention to detail

Financial acumen

Microsoft Office

Education

Bachelor’s degree in Business Administration

Tools

Outlook

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.

The major duties of this job involve connecting quickly with people in a poised, convincing, and enthusiastic way. This job will entail working at an extremely fast pace and will require working cooperatively with and through people in order to complete tasks and will be integral in motivating others. The job requires team or collaborative work within the organization and will be integral in bringing out the best in others. This job will require a strong sense of urgency, initiative, and drive to get things done correctly, with emphasis on working with and through people in the process. Understanding people well and using that understanding effectively in motivating and persuading others to act will be an important aspect of the job. It is important in this job for goals to be set and reached, and for tasks to be completed in a timely manner. Decisions will often have to be made under pressure and will generally need the ideas and advice of others. Details will need to be handled quickly and accurately but will not be a repetitive part of the job. Many tasks in this job may entail selling or persuading others, and/or may entail training others in some capacity. This job will involve controlling all aspects of tasks, from the initiation, through the process and through to completion.

As a Private Client Advisor, you will be the main point of contact for a select group of NBH’s affluent clients. You will be responsible for a variety of tasks including; establishing an entrusted banker‑client relationship, coordinating assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams, protect all client and bank information, and following Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates, and study and understand broad local and national economic and business issues that allow fluent advisory discussions with affluent clients to engage and help determine needs. Additionally, Private Client Advisors are expected to achieve specific sales and service goals on a quarterly and annual basis, proudly participate and represent NBH in various community, civic, and professional organizations, and build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

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:

• 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:

• 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:

• 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.