Premier & Private Banking - Private Client Advisor

Private Client Advisor

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.

The major duties of this job involve connecting quickly with people in a poised, convincing, and enthusiastic way. This job will entail working at an extremely fast pace and will require working cooperatively with and through people in order to complete tasks and will be integral in motivating others. The job requires team or collaborative work within the organization and will be integral in bringing out the best in others.

This job will require a strong sense of urgency, initiative, and drive to get things done correctly, with emphasis on working with and through people in the process. Understanding people well and using that understanding effectively in motivating and persuading others to act will be an important aspect of the job. It is important in this job for goals to be set and reached, and for tasks to be completed in a timely manner.

Decisions will often have to be made under pressure and will generally need the ideas and advice of others. Details will need to be handled quickly and accurately but will not be a repetitive part of the job. Many tasks in this job may entail selling or persuading others, and/or may entail training others in some capacity. This job will involve controlling all aspects of tasks, from the initiation, through the process and through to completion.

As a Private Client Advisor, you will be the main point of contact for a select group of NBH's affluent clients. You will be responsible for a variety of tasks including; 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, and 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.

Additionally, Private Client Advisors are expected to achieve specific sales and service goals on a quarterly and annual basis, proudly participate and represent NBH in various community, civic, and professional organizations, and build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.

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.

To be considered for this position, you must possess the following qualifications:

• 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.
• This position requires compliance with all mortgage regulatory requirements and NBH's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
• Must possess a valid driver's license.

• Driving may be required with this position. Applicants must have 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. This information will be verified in a Motor Vehicle Report.

To be considered an ideal candidate, you should possess some of the following qualifications:

• 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.

Below is a general list of desired skills and abilities; this is not an exhaustive list.

• 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…