Premier & Private Banking - Private Client Advisor

About the role

The Private Client Advisor role involves connecting with clients in a persuasive and enthusiastic manner, working at a fast pace, and collaborating with others to complete tasks. Key responsibilities include establishing a trusted banker-client relationship, coordinating client financial needs, protecting client information, and engaging in advisory discussions on broad economic and business issues.

Responsibilities

• Establish and maintain a trusted banker-client relationship
• Coincide with assigned client financial needs through a proactive and disciplined approach
• Protect all client and bank information
• Engage in advisory discussions on broad local and national economic and business issues
• 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

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
• Must meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• Valid driver’s license

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

Skills and Abilities

• 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
• 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
• 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
• 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
• Handle items with hands, for either extended periods of time or many times throughout the workday
• Sitting for extended periods of time (typically no longer than 8 hours)