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. This role is responsible for establishing an entrusted banker-client relationship, coordinating assigned client financial needs through a proactive and disciplined approach that reaches across multiple lines of business and service/support teams. The advisor must protect all client and bank information, and follow Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates. They will study and understand broad local and national economic and business issues to engage in fluent advisory discussions with affluent clients and help determine needs. Additionally, Private Client Advisors are expected to achieve specific sales and service goals on a quarterly and annual basis, participate and represent NBH in various community, civic, and professional organizations, and build rapport with clients and fellow associates, treating others with respect and consideration. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Requirements
- Bachelor’s degree in Business Administration or equivalent combination of education and related work experience
- Minimum of 5+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience
- Must be/become registered and licensed in the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the S.A.F.E. Act
- Compliance with all mortgage regulatory requirements and NBH's compliance policies related to these requirements including acceptable background check investigation results
- Meeting ongoing regulatory requirements including additional screening and required reporting of certain incidents
- Possess a valid driver’s license (may not be learner’s, restricted or “to and from work” license)
- Driving history that meets Bank’s driver standards (will be verified in a Motor Vehicle Report)
Nice To Haves
- Previous Private Banking experience and exceptional Client Services experience
- Previous Investment Management / Estate Planning / Trust Services Experience and financial industry designations
- Previous sales experience in the banking and/or financial services industry
- Bilingual language skills
Responsibilities
- Establishing an entrusted banker-client relationship
- Coordinating assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams
- Protect all client and bank information
- Following Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
- Studying and understanding broad local and national economic and business issues that allow fluent advisory discussions with affluent clients to engage and help determine needs
- Achieving specific sales and service goals on a quarterly and annual basis
- Participating and representing NBH in various community, civic, and professional organizations
- Building a great rapport with clients and fellow associates and treating others with respect and consideration regardless of their status or position
- Maintaining current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
