Premier & Private Banking - Private Client Advisor

NBH Bank•Kansas City, MO

About The Position

As a Private Client Advisor, you will serve as the main point of contact for a select group of NBH’s affluent clients. You will establish trusted banker-client relationships and coordinate clients’ financial needs through a proactive, disciplined approach that draws on multiple lines of business and service and support teams. You will protect client and bank information and follow Client Privacy and Information policies and procedures when communicating with clients, vendors, and associates. You will also study local and national economic and business issues to support informed advisory discussions and help determine clients’ needs. Private Client Advisors are expected to achieve quarterly and annual sales and service goals, represent NBH in community, civic, and professional organizations, and build respectful, productive relationships with clients and associates. The role involves working at a rapid pace, collaborating and motivating others, exercising initiative and sound judgment, and handling details accurately. All associates must maintain current knowledge of and comply with applicable regulations and bank policies, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. This is a professional setting. The Private Client Advisor must be available on call Monday through Sunday, 24 hours a day, and may be asked to work evenings and weekends for special program events. Travel is primarily local during the business day, with some out-of-area and overnight travel as needed to meet client expectations. The position requires the ability to work at a rapid pace for extended periods and to perform specified hand and arm movements and sit for extended periods, typically no longer than eight hours. Reasonable accommodation is available for qualified applicants and associates when necessary.

Requirements

Bachelor’s degree in Business Administration, or an equivalent combination of education and related work experience.
At least 5 years of experience in progressive sales management, exceptional client service, and client/prospect calling.
Must be or become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E. Act.
Must comply with mortgage regulatory requirements and NBH compliance policies, including acceptable background-check results and ongoing regulatory screening and reporting requirements.
Valid driver’s license and driving history meeting the Bank’s driver standards; driving may be required.
Client-service orientation and responsiveness to private banking client needs and concerns.
Knowledge of financial planning basics, asset and investment types and allocation methodologies, wealth management basics, and consumer, commercial, and mortgage credit types and approaches.
Knowledge of deposit, loan, and other banking products and services.
Strong financial acumen and conceptual understanding of risk management.
Effective written, verbal, and interpersonal communication skills, including the ability to speak effectively with internal and external clients.
Strong professional and etiquette behaviors; attention to detail and accuracy.
Ability to build relationships proactively, prospect new relationships, enhance existing relationships, and meet or exceed goals.
Sales skills and client management experience.
Proficiency with multiple computer and Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and ability to learn other systems.
Ability to collaborate toward solutions, foster cooperation, and contribute to a unified team.
Above-average logical thinking and ability to analyze situations and make sound decisions.
Ability to handle multiple tasks simultaneously and pursue results against standards of excellence.
Ability to make considered decisions and express ideas effectively, orally or verbally, in individual or group situations.
Ability to handle items with the hands for extended periods or repeatedly throughout the workday.
Ability to work at a rapid pace for long periods; perform required grasping, pushing, pulling, lifting, bending, raising, and overhead hand/arm holding; and sit for extended periods, typically no longer than eight hours.
Applicants must be legally authorized to work in the United States. Employment eligibility verification is required at hire.
Selected candidates must complete a criminal history report, global screen, drug screen, employment credit report, and, if applicable, a driving record check.

Nice To Haves

Previous private banking and exceptional client services experience.
Previous investment management, estate planning, or trust services experience, and financial industry designations.
Previous sales experience in banking or financial services.
Bilingual language skills.

Responsibilities

Serve as the main point of contact for a select group of affluent NBH clients.
Establish trusted banker-client relationships and coordinate assigned client financial needs proactively across multiple lines of business and service/support teams.
Protect client and bank information and follow Client Privacy and Information policies and procedures when communicating with clients, vendors, and associates.
Study local and national economic and business issues to support advisory discussions and help determine client needs.
Achieve quarterly and annual sales and service goals.
Represent NBH in community, civic, and professional organizations.
Build rapport with clients and fellow associates and treat others with respect and consideration.
Maintain current knowledge of and comply with regulations and bank policies and procedures related to the position, including BSA and OFAC requirements.
Collaborate with others, motivate and persuade as appropriate, and complete tasks accurately and on time.
Be available on call Monday through Sunday, 24 hours a day; work evenings and weekends for special program events when requested.
Travel primarily locally during the business day, with out-of-area and overnight travel as needed.