Senior Private Banking 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

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.