Private Client Advisor — Wealth Relationships Lead

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

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