Private Client Advisor

About the role

The Private Client Advisor role at Nicolet National Bank is dedicated to providing customized financial services to high-net-worth individuals and families. This position requires a deep understanding of banking products and services, as well as the ability to build strong relationships and offer comprehensive solutions.

Responsibilities

• Oversight of the Private Client Team, including coaching, training, and performance reviews.
• Providing full-service banking to high-net-worth individuals.
• Meeting with customers or prospects to determine their financial needs and proposing appropriate solutions.
• Completing annual reviews for Private Banking clients according to policy.
• Determining appropriate credit solutions and terms.
• Cross-selling commercial, investment management, and advanced planning solutions.
• Resolving client issues in a timely manner.
• Keeping up-to-date the customer relationship management software program with client information.
• Maintaining strong partnerships with other business lines of Nicolet.
• Attending various events to represent Nicolet and discuss client needs, problems, and complaints.
• Upholding Nicolet's policies and ensuring full compliance with applicable laws and regulations.
• Maintaining strict confidentiality and demonstrating solid judgment and decision-making skills.
• Having an assertive personality, being a team player, and having strong listening skills.
• Being results-driven and customer service oriented.
• Being NMLS registered.
• Having effective verbal and written communication skills and strong interpersonal skills.

Qualifications

• Bachelor’s degree required.
• MBA, CWS®, and/or CFP® preferred.
• 5+ years of customer-facing banking experience, preferably in a private banking department including lending experience.
• 1-3 years of supervisory/management experience.
• Proficiency with PC, phone system, and general office equipment.
• Ability to maintain strict confidentiality.
• Solid judgment and decision-making skills.
• Assertive personality, team player, strong listening skills.
• Results-driven and customer service oriented.
• NMLS registered.
• Effective verbal and written communication skills and strong interpersonal skills.

Benefits

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• Paid Time Off & 11 1/2 Paid Holidays