Premier & Private Banking - Private Client Advisor

NBH Bank; Greenwood Village (CO); On-site; USD 100,000 - 180,000; Full time

Job summary

NBH Bank is seeking a Private Client Advisor in Colorado to serve a select group of affluent clients. You will establish entrusted banker-client relationships, coordinate client financial needs, and protect client information.

This role requires a proactive sales mindset, compliance with BSA/OFAC, and the ability to meet quarterly and annual sales goals while representing NBH in the community. Travel may be local; on-call duties and a fast-paced environment are expected, with a focus on

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.

Responsibilities

• Establish an entrusted banker-client relationship with NBH’s affluent clients.
• Coordinate assigned client financial needs through proactive, disciplined approach across multiple lines of business.
• Protect all client and bank information and adhere to Client Privacy and Information Policy & Procedures.
• Engage in fluent advisory discussions with affluent clients to determine needs and opportunities.
• Achieve specific sales and service goals on a quarterly/annual basis and represent NBH in community organizations.

Skills

Client service

Prospecting

Sales skills

Communication

Financial acumen

Team collaboration

Multitasking

Attention to detail

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.

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:

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).