Premier & Private Banking - Private Client Advisor

NBH Bank•Lehi, UT

About The Position

As a Private Client Advisor, you will be the primary point of contact for a select group of NBH’s affluent clients. You will establish trusted banker-client relationships and coordinate clients’ financial needs through a proactive, disciplined approach that works across multiple lines of business and service and support teams. The role also requires protecting client and bank information and following Client Privacy and Information policies and procedures when communicating with clients, vendors, and associates. You will study broad local and national economic and business issues to support informed advisory discussions and help determine clients’ 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 strong relationships with clients and associates while treating others with respect and consideration. Associates must maintain current knowledge of and comply with applicable regulations and bank policies and procedures, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. This is a professional-setting role involving a rapid pace, local business-day travel and occasional out-of-area or overnight travel. 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 program events. The role may require handling items by hand, grasping, pushing, pulling, lifting, bending, and raising or holding hands and arms overhead, as well as sitting for extended periods, typically no longer than eight hours. Reasonable accommodation is available for qualified applicants and associates as needed to perform essential job functions.

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, exceptional 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 investigation results and ongoing regulatory screening and reporting requirements.
Valid driver’s license and driving history that meets the Bank’s driver standards; driving may be required.
Client-service focus and responsiveness to private banking clients’ needs and concerns.
Knowledge of financial planning fundamentals, asset and investment types and allocation methodologies, wealth management fundamentals, 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.
Highly 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 build relationships proactively, prospect for new business, enhance existing client 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 other systems.
Ability to collaborate toward solutions, promote cooperation among peers, and contribute to a unified team.
Above-average logical thinking and ability to analyze situations and make sound decisions.
Ability to handle multiple tasks simultaneously, work at a rapid pace for long periods, and make considered decisions authoritatively.
Ability to express ideas effectively in individual or group situations.
Ability to handle items by hand for extended periods or repeatedly throughout the workday.
Applicants must be legally authorized to work in the United States; employment eligibility will be verified at hire.
Selected candidates must complete pre-employment criminal history, global, drug, and employment credit screening, and a driving record check if applicable.

Nice To Haves

Previous private banking and exceptional client service 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 assigned client financial needs proactively across multiple lines of business and service/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 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 with respect and consideration regardless of status or position.
Maintain current knowledge of and comply with regulations and bank policies and procedures, including BSA and OFAC requirements.
Be available on call Monday through Sunday, 24 hours a day; work evenings or weekends for special program events when requested.
Travel locally during the business day and, as needed, out of the area or overnight to meet client expectations.