Premier & Private Banking - Private Client Advisor

NBH Bank • Overland Park, KS

10h • Onsite

About The Position

This role is within a company culture that values common sense, relationships, fairness, and simplicity. Bankers are encouraged to see clients as individuals, not just numbers, and to offer simple solutions to complex life situations. The company is committed to Equity, Diversity, and Inclusion, promoting growth, revitalization, and sustainability in the communities it serves through banking relationships, investing, grants, and volunteerism. The organization strives for a positive, results-driven culture where all associates feel welcome and empowered. The job itself requires quickly connecting with people in a poised, convincing, and enthusiastic manner, working at an extremely fast pace, and collaborating with others to complete tasks and motivate teams. It demands a strong sense of urgency, initiative, and drive, with an emphasis on working through people. Understanding and effectively motivating and persuading others is crucial. Goals must be set and reached in a timely manner, and decisions often need to be made under pressure, incorporating the ideas of others. While details need quick and accurate handling, they are not a repetitive part of the job. Many tasks involve selling, persuading, and/or training. The role requires controlling all aspects of tasks from initiation to completion. As a Private Banker, the individual will serve as the main point of contact for a select group of NBH’s affluent clients.

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
• Meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• Must possess a valid driver’s license (may not be learner’s, restricted or “to and from work” license) and driving history that meets Bank’s driver standards
• Complete a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record prior to employment
• Legally authorized to work in the United States

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
• Client service driven; very responsive and understanding to the needs of Private Banking client issues and concerns
• Specialized competencies including basics of financial planning, asset/investment types and allocation methodologies, basics of wealth management, as well as consumer, commercial and mortgage credit types and approaches
• Specialized competencies in delivery of deposit, loan and other banking products and services
• Strong financial acumen and conceptual understanding of risk management
• Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients
• Strong professional and etiquette behaviors
• Strong attention to detail and ability to complete work accurately
• Must be passionate about proactive relationship building of new business from existing clients and referrals
• Proven track record of prospecting new relationships, as well as enhancing existing ones, and meeting or exceeding goals
• Proven sales skills and client management experience
• Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint
• Ability to learn various systems
• Cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish company objectives
• Promotes and generates cooperation among one’s peers to achieve a collective outcome; fosters the development of a common vision and fully participates in creating a unified team that gets results
• Above average ability to think logically in order to analyze situations and make sound decisions
• Ability to handle multiple tasks simultaneously
• Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence
• Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action
• Effectively transfers thoughts and expresses ideas orally or verbally in individual or group situations

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, and following Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
• Study and understand broad local and national economic and business issues that allow fluent advisory discussions with affluent clients to engage and help determine needs
• Achieve specific sales and service goals on a quarterly and annual basis
• Proudly participate and represent NBH in various community, civic, and professional organizations
• Build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees