Premier & Private Banking - Private Client Advisor

NBH Bank•Kansas City, MO

About The Position

The Private Client Advisor is the main point of contact for a select group of NBH’s affluent clients. The role establishes trusted banker-client relationships and coordinates clients’ financial needs through a proactive, disciplined approach involving multiple lines of business and service and support teams. Advisors protect client and bank information and follow Client Privacy and Information policies and procedures when communicating with clients, vendors, and associates. They develop an understanding of local and national economic and business issues to support advisory discussions and help determine client needs. The position is responsible for meeting quarterly and annual sales and service goals, representing NBH in community, civic, and professional organizations, and building respectful relationships with clients and associates. 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 role involving rapid-paced work, local business-day travel, and occasional out-of-area or overnight travel. The Private Banker 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.

Requirements

Bachelor’s degree in Business Administration or an equivalent combination of education and related work experience.
Minimum of 5+ years’ experience in progressive sales management, extraordinary 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 a driving history that meets Bank standards; driving may be required.
Client-service orientation and responsiveness to private banking client issues and concerns.
Competencies in financial planning basics, asset and investment types and allocation methodologies, wealth management basics, and consumer, commercial, and mortgage credit types and approaches.
Competencies in delivery 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 etiquette, attention to detail, and accuracy.
Ability to proactively build relationships and develop new business from existing clients and referrals.
Proven ability to prospect new relationships, enhance existing relationships, and meet or exceed goals.
Proven sales skills and client management experience.
Proficiency with multiple computer and Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and ability to learn various systems.
Ability to collaborate toward solutions, promote cooperation among peers, 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 achieve or surpass standards of excellence.
Ability to make considered decisions and express ideas effectively in individual or group settings.
Ability to handle items with the hands for extended periods or frequently throughout the workday.
Ability to work at a rapid pace for long periods.
Ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead when completing certain tasks.
Ability to sit for extended periods, typically no longer than 8 hours.

Nice To Haves

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

Responsibilities

Serve as the main point of contact for a select group of affluent clients.
Establish entrusted banker-client relationships.
Coordinate clients’ financial needs proactively across multiple lines of business and service and support teams.
Protect client and bank information and follow client privacy and information policies and procedures in communications.
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.
Treat clients and fellow associates with respect and consideration.
Maintain current knowledge of and comply with applicable regulations and bank policies, including BSA and OFAC requirements.
Travel locally during the business day and, as needed, out of the area or overnight to meet client expectations.