Premier & Private Banking - Private Client Advisor

NBH Bank•Greenwood Village, CO

About The Position

The Private Client Advisor serves as the primary 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 works across multiple lines of business and service and support teams. Advisors protect client and bank information, follow privacy and information-handling procedures, and develop a working understanding of local and national economic and business issues to support advisory conversations and identify client needs. The position is expected to meet quarterly and annual sales and service goals, represent NBH in community, civic, and professional organizations, and build respectful, productive 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 banking setting with local daytime travel and occasional out-of-area or overnight travel as needed. 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 events. The work can involve maintaining a rapid pace for long periods and physical tasks such as handling items and grasping, pushing, pulling, lifting, bending, and raising or holding the hands and arms overhead. Sitting may be required for extended periods, typically no longer than eight hours.

Requirements

Bachelor’s degree in Business Administration, or an equivalent combination of education and related work experience.
At least 5 years of progressive sales management, extraordinary client service, and client/prospect calling experience.
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, ongoing screening, and required reporting of certain incidents.
Valid driver’s license and driving history that meets Bank standards; driving may be required.
Strong client-service orientation and responsiveness to Private Banking client needs and concerns.
Competence in 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; ability to communicate with internal and external clients.
Professional and appropriate etiquette and strong attention to detail and accuracy.
Ability and passion for proactively building new business through existing clients and referrals.
Proven ability to prospect new relationships, strengthen 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, cooperate with peers, and work toward solutions and shared company objectives.
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 by hand for extended periods or repeatedly throughout the workday.
Ability to work at a rapid pace for long periods.

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 banking and/or financial services sales experience.
Bilingual language skills.

Responsibilities

Serve as the main point of contact for a select group of affluent clients.
Establish trusted banker-client relationships and coordinate client financial needs proactively across business lines and service and support teams.
Protect client and bank information and follow Client Privacy and Information Policy and Procedures when communicating with clients, vendors, and associates.
Study and understand broad 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 respectfully and considerately.
Maintain current knowledge of, and comply with, applicable regulations and bank policies and procedures, including BSA and OFAC requirements.
Work collaboratively, motivate and persuade others, 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 occasional out-of-area and overnight travel as needed.