Premier & Private Banking - Private Client Advisor
$100,000–$150,000 year
On-siteGreenwood Village, Colorado, United States
Job Summary
Establish entrusted banker-client relationships for NBH's affluent clients while coordinating financial needs across multiple service lines. Conduct proactive advisory discussions by studying local and national economic issues to determine client needs and protect all client and bank information per policy. Achieve specific quarterly and annual sales and service goals through disciplined prospecting and enhancing existing relationships. Represent NBH in community, civic, and professional organizations to build rapport with clients and associates. Maintain current knowledge of regulations including Bank Secrecy Act and OFAC requirements, and handle multiple tasks simultaneously at a rapid pace. Work on-call Monday through Sunday, twenty-four hours a day, with travel primarily local and some overnight trips as needed.
Required 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
- Must possess a valid driver's license
- 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
- Applicants must be legally authorized to work in the United States
- Verification of employment eligibility will be required at the time of hire
- Must complete a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record prior to employment
Desired 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
- 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
- Must be 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
- Promotes and generates cooperation among one's peers to achieve a collective outcome
- Above average ability to think logically in order to analyze situations and make sound decisions
- Ability to handle multiple tasks simultaneously
- 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
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