Trust & Wealth - Advisor

NBH Bank•Colorado Springs, CO

1d•Hybrid

About The Position

The company emphasizes a culture built on Relationships, Fairness, and Simplicity®, where bankers view clients as individuals rather than just numbers, offering simple solutions to complex lives. The company is committed to Equity, Diversity, and Inclusion, promoting community growth, revitalization, and sustainability through banking relationships, investments, grants, and volunteerism. They aim to foster a successful organization and a positive, results-driven culture where all associates feel welcome and empowered. This position is ideal for individuals seeking to build a career in Trust & Wealth Management, with provided training, coaching, and opportunities for advancement within the organization.

Requirements

Bachelor's degree or equivalent
3+ years of banking, trust administration or wealth management experience
Strong client relationship skills
Knowledge of general fiduciary principles
Sound judgment, logical reasoning and decision making skills
Efficiency in Word, Excel and Outlook
Excellent problem solver

Nice To Haves

Banking industry experience
Concise and clear written and verbal communication skills
Work well in group problem solving situations
Gather and analyze information skillfully to develop comprehensive solutions
Passionate and motivated self-starter
Strong work ethic and ability to complete work accurately
Ability to think logically in order to analyze situations and make sound decisions
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Speak clearly and persuasively in positive or negative situations
Display high reasoning skills with ability to define and resolve problems
Strong results focused; set goals and determine best process to achieve results
Effectively manage multiple projects and meet deadlines and deliverables

Responsibilities

Oversee all day to day functions of client relationship management including on-going relationship reviews, monitoring cash and investment needs as well as conducting periodic client meetings
Participate and lead the development and implementation of best practices, policies and procedures for the Relationship Management team
Support both internal and external exams
Provide ongoing strategic planning support
Participate in ongoing education
Pursue CTFA designation
Actively contribute to building a positive team environment
Provide input and assistance to team members that enhance the teamwork of the entire department
Develop good working relationships with others; recognize and value differences
Take initiative to solve problems and improve efficiencies and processes within scope of authority
Respond quickly and positively to change
Ensure department activities are conducted in accordance with all Bank and regulatory policies and guidelines
Participate in ongoing education and reinforcement of regulatory requirements with all staff
Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner
Continually work to build and improve job function and communication skills
Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions