Premier & Private Banking - Private Client Advisor
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 across multiple lines of business and service/support teams. Advisors protect client and bank information, follow client privacy and information policies and procedures, and stay informed about local and national economic and business issues to support fluent advisory conversations and help identify 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 rapport with clients and associates while treating others respectfully. 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 and 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 position can require working at a rapid pace for extended periods and physical activities such as handling items, grasping, pushing, pulling, lifting, bending, and holding hands and arms overhead. Extended sitting may be required, 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 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 requirements.
- Valid, unrestricted driver’s license and a driving history that meets the Bank’s driver standards if driving is required.
- 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 communicate effectively with internal and external clients.
- Strong professional and etiquette behaviors, attention to detail, and accuracy.
- Ability to proactively build relationships and develop new business from existing clients and referrals; proven prospecting and goal-achievement record.
- 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 other systems.
- Ability to collaborate, promote cooperation among peers, and work toward solutions and shared outcomes.
- 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 well-considered decisions and express ideas effectively in individual or group situations.
- Ability to handle items with the hands for extended periods or repeatedly during the workday.
- Ability to work at a rapid pace for long periods.
- Ability to complete required pre-employment screenings; applicants must be legally authorized to work in the United States.
Nice To Haves
- Previous private banking experience and exceptional client service experience.
- Previous investment management, estate planning, or trust services experience and 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 trusted banker-client relationships.
- Coordinate assigned client financial needs across multiple lines of business and service/support teams using a proactive and disciplined approach.
- Protect client and bank information and follow Client Privacy and Information Policy & Procedures when communicating with clients, vendors, and associates.
- Study and understand 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 associates and treat others with respect and consideration.
- Maintain current knowledge of and comply with regulations and bank policies and procedures, including BSA and OFAC requirements.
- Meet mortgage regulatory requirements and NBH compliance policies, including ongoing screening and reporting requirements.
- Travel locally during the business day and occasionally out of the area or overnight as needed to meet client expectations.
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What This Job Offers
Job Type
Full-time
