Premier & Private Banking - Senior Private Client Advisor; VISTA)

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner.

Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

As a Senior Private Client Advisor, you will:

• Work with and through others, building and maintaining relationships.
• Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns.
• Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines.
• Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

As a Senior Private Client Advisor, you will help lead the growth and drive the performance of the Bank’s private banking and wealth management business. This role is responsible for driving client acquisition and deepening relationships, while delivering a high-touch, white-glove experience. You will deliver banking solutions (lending and deposits) and in partnership with other team members to high-net-worth clients and other clients you develop (i.e. CRE, home builders, C&I, etc.),

ensuring alignment with enterprise strategy, strong risk management and exceptional execution. You will develop opportunities to partner with the Bank’s wealth management and trust team to deepen client relationships and grow assets under management in the region.

• Help develop regional strategy to drive growth in private client relationships, assets under management, and revenue
• Build and maintain relationships with high-net-worth clients, delivering integrated banking, mortgage, and partnering to provide wealth solutions through partnership with the wealth management and trust team
• Build and deliver on existing relationships and through existing channels client needs and requests that fall within or without the scope of private banking ensure the overall success and growth of you portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-selling loans, depository and Treasury Management products to new and existing bank clients
• Review clients’ credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications
• Manage existing portfolio of clients and monitor client relationships for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades
• Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends
• Review loan documents to ensure that they are in accordance with the Loan Policy and with…