Premier & Private Banking - Senior Private Client Advisor (VISTA)

NBH Bank; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Insurance

401k

Associate stock purchase program

Paid time off

Associate banking perks

Job summary

NBH Bank seeks a Senior Private Client Advisor to lead private banking and wealth management efforts, delivering tailored banking, mortgage, and wealth solutions to high-net-worth clients.

You will partner with wealth management and trust teams to deepen client relationships, drive asset growth, and ensure risk management and regulatory compliance. Strong leadership and cross-channel collaboration are essential.

Qualifications

• 10+ years in private banking, wealth management, or high-net-worth client services.
• Active NMLS license (or ability to obtain).
• Bachelor’s degree preferred or required by some roles.

Responsibilities

• Drive client acquisition and deepen relationships with high-net-worth clients.
• Deliver high-touch private banking and wealth management solutions.
• Cross-sell loans, depository and Treasury Management products to clients new and existing.
• Review loan documents for compliance with Loan Policy and regulations.
• Monitor portfolio performance including loan growth, deposits, AUM, and profitability.

Skills

Relationship management

Sales & business development

Communication

Detail oriented

Regulatory compliance

Team leadership

Education

High school diploma or equivalent

Bachelor’s degree

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.

As a Senior Private Client Advisor, you will:

• Work with and through others, building and maintaining relationships.
• Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns.
• Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines.
• Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

As a Senior Private Client Advisor, you will help lead the growth and drive the performance of the Bank’s private banking and wealth management business. This role is responsible for driving client acquisition and deepening relationships, while delivering a high-touch, white-glove experience. You will deliver banking solutions (lending and deposits) and in partnership with other team members to high-net-worth clients and other clients you develop (i.e. CRE, home builders, C&I, etc.), ensuring alignment with enterprise strategy, strong risk management and exceptional execution. You will develop opportunities to partner with the Bank’s wealth management and trust team to deepen client relationships and grow assets under management in the region.

• Help develop regional strategy to drive growth in private client relationships, assets under management, and revenue
• Build and maintain relationships with high-net-worth clients, delivering integrated banking, mortgage, and partnering to provide wealth solutions through partnership with the wealth management and trust team
• Build and deliver on existing relationships and through existing channels client needs and requests that fall within or without the scope of private banking ensure the overall success and growth of you portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-selling loans, depository and Treasury Management products to new and existing bank clients
• Review clients’ credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications
• Manage existing portfolio of clients and monitor client relationships for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades
• Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends
• Review loan documents to ensure that they are in accordance with the Loan Policy and with banking laws and regulations
• Maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination
• Build great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position
• Drive business development through commercial bankers, COI relationships, networking, and market presence
• Support private clients’ time-sensitive banking needs as part of team
• Partner with private bank mortgage origination team to deliver personalized service to high-net-worth clients
• Partner with private client leadership and credit team to deliver bespoke credit solutions
• Position wealth management and trust capabilities to create opportunities with private clients and prospects
• Monitor your portfolio performance, including loan growth, deposits, AUM, and profitability metrics
• Partner with executive leadership to align regional strategy with enterprise objectives
• Ensure compliance with regulatory requirements and internal policies
• Represent the Bank in client, community, and industry settings

Minimum Requirements:

This position requires the following educational and/or job experience:

• High school diploma or equivalent experience
• 10+ years of experience in private banking, wealth management, or high-net-worth client services
• Proven leadership experience managing regional or multi-market teams
• Strong track record of business development, client acquisition, and portfolio growth
• Strong knowledge of deposit and lending solutions, deep understanding of residential mortgage lending (including jumbo, portfolio and construction products) and a working knowledge of wealth management and trust/estate planning capabilities
• Demonstrated ability to analyze complex financial statements and client structures
• Active NMLS license (or ability to obtain)

Desired Skills:

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

• Bachelor’s degree
• Strong executive presence with the ability to influence high-net-worth clients and internal stakeholders
• Bilingual language skills
• Advanced consultative sales and relationship management skills
• Proven ability to develop centers of influence (COIs) and referral networks
• High level of emotional intelligence and situational awareness
• Ability to balance growth objectives with disciplined risk management
• Strong leadership, communication, and team development capabilities
• Experience integrating mortgage, banking, and wealth solutions into a unified client offering
• Strategic thinker with strong execution capabilities
• Positive attitude, strong work ethic, and results-driven mindset

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
• 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 for internal meetings or to exceed the expectations of the client.

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. 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.