Premier & Private Banking - Private Client Advisor

NBH Bank•Lehi, UT

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 that brings together multiple business lines and service and support teams. Advisors protect client and bank information and follow privacy and information policies when communicating with clients, vendors, and associates. They also develop an understanding of local and national economic and business issues to support informed advisory discussions and help determine client 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 relationships with clients and colleagues. 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 with local business-day travel and occasional out-of-area or overnight travel as needed. The 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. The work can require a rapid pace for extended periods and may involve prolonged sitting and handling items with the hands.

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 screening and reporting requirements.
Valid driver’s license that meets the Bank’s driver standards; driving history will be verified through a Motor Vehicle Report.
Client-service orientation and responsiveness to private banking clients’ 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 ability to complete work accurately.
Ability to proactively build relationships and generate new business from existing clients and referrals.
Demonstrated 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, foster cooperation, contribute to a shared vision, and work toward solutions that benefit involved parties.
Above-average logical thinking and ability to analyze situations and make sound decisions.
Ability to handle multiple tasks simultaneously and achieve or surpass performance standards.
Ability to make considered decisions and express ideas effectively 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 and sit for extended periods, typically no longer than eight hours.
When performing certain tasks, ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead.

Nice To Haves

Previous private banking experience and exceptional client services experience.
Previous investment management, estate planning, or trust services experience.
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 clients’ financial needs proactively across business lines and service and 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 affluent clients’ needs.
Achieve quarterly and annual sales and service goals.
Represent NBH in community, civic, and professional organizations.
Build rapport with clients and associates and treat others with respect and consideration.
Maintain current knowledge of and comply with applicable regulations and bank policies and procedures, including BSA and OFAC requirements.
Travel locally during the business day and, as needed, travel out of the area or overnight to meet client expectations.
Be available on call Monday through Sunday, 24 hours a day, and work evenings or weekends for special program events when requested.