Premier & Private Banking - Private Client Advisor

Job Summary

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
• •Driving history that meets Bank's driver standards
• •Applicants must be legally authorized to work in the United States
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to work at an extremely fast pace
• •Must be available on call Monday through Sunday, Twenty-Four Hours a day
• •May be requested to work evenings and weekends for special program events
• •Must be able to handle multiple tasks simultaneously
• •Must be able to make decisions authoritatively and wisely, after adequately contemplating various available courses of action
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to work cooperatively with and through people in order to complete tasks
• •Must be able to control all aspects of tasks, from the initiation, through the process and through to completion
• •Must be able to protect all client and bank information
• •Must follow Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
• •Must 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
• •Must meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• •Must be able to achieve specific sales and service goals on a quarterly and annual basis
• •Must be able to proudly participate and represent NBH in various community, civic, and professional organizations
• •Must be able to build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
• •Must be able to establish an entrusted banker-client relationship
• •Must be able to coordinate assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams
• •Must be able to 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
• •Must be able to effectively lead and coach others
• •Must be able to set and reach goals
• •Must be able to complete tasks in a timely manner
• •Must be able to make decisions under pressure
• •Must be able to handle details quickly and accurately
• •Must be able to sell or persuade others
• •Must be able to train others in some capacity
• •Must be able to motivate others
• •Must be able to bring out the best in others
• •Must be able to work with and through people in the process
• •Must be able to understand people well and use that understanding effectively in motivating and persuading others to act
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to work cooperatively with others to accomplish company objectives
• •Must be able to foster the development of a common vision and fully participate in creating a unified team that gets results
• •Must be able to think logically in order to analyze situations and make sound decisions
• •Must be able to handle multiple tasks simultaneously
• •Must be able to demonstrate concern for achieving or surpassing results against an internal or external standard of excellence
• •Must be able to make decisions authoritatively and wisely, after adequately contemplating various available courses of action
• •Must be able to effectively transfer thoughts and express ideas orally or verbally in individual or group situations
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to work cooperatively with and through people in order to complete tasks
• •Must be able to control all aspects of tasks, from the initiation, through the process and through to completion
• •Must be able to protect all client and bank information
• •Must be able to follow Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
• •Must be able 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
• •Must be able to meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• •Must be able to achieve specific sales and service goals on a quarterly and annual basis
• •Must be able to proudly participate and represent NBH in various community, civic, and professional organizations
• •Must be able to build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
• •Must be able to establish an entrusted banker-client relationship
• •Must be able to coordinate assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams
• •Must be able to 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
• •Must be able to effectively lead and coach others
• •Must be able to set and reach goals
• •Must be able to complete tasks in a timely manner
• •Must be able to make decisions under pressure
• •Must be able to handle details quickly and accurately
• •Must be able to sell or persuade others
• •Must be able to train others in some capacity
• •Must be able to motivate others
• •Must be able to bring out the best in others
• •Must be able to work with and through people in the process
• •Must be able to understand people well and use that understanding effectively in motivating and persuading others to act
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to work cooperatively with others to accomplish company objectives
• •Must be able to foster the development of a common vision and fully participate in creating a unified team that gets results
• •Must be able to think logically in order to analyze situations and make sound decisions
• •Must be able to handle multiple tasks simultaneously
• •Must be able to demonstrate concern for achieving or surpassing results against an internal or external standard of excellence
• •Must be able to make decisions authoritatively and wisely, after adequately contemplating various available courses of action
• •Must be able to effectively transfer thoughts and express ideas orally or verbally in individual or group situations
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to work cooperatively with and through people in order to complete tasks
• •Must be able to control all aspects of tasks, from the initiation, through the process and through to completion
• •Must be able to protect all client and bank information
• •Must be able to follow Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
• •Must be able 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
• •Must be able to meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• •Must be able to achieve specific sales and service goals on a quarterly and annual basis
• •Must be able to proudly participate and represent NBH in various community, civic, and professional organizations
• •Must be able to build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
• •Must be able to establish an entrusted banker-client relationship
• •Must be able to coordinate assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams
• •Must be able to 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
• •Must be able to effectively lead and coach others
• •Must be able to set and reach goals
• •Must be able to complete tasks in a timely manner
• •Must be able to make decisions under pressure
• •Must be able to handle details quickly and accurately
• •Must be able to sell or persuade others
• •Must be able to train others in some capacity
• •Must be able to motivate others
• •Must be able to bring out the best in others
• •Must be able to work with and through people in the process
• •Must be able to understand people well and use that understanding effectively in motivating and persuading others to act
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to work cooperatively with others to accomplish company objectives
• •Must be able to foster the development of a common vision and fully participate in creating a unified team that gets results
• •Must be able to think logically in order to analyze situations and make sound decisions
• •Must be able to handle multiple tasks simultaneously
• •Must be able to demonstrate concern for achieving or surpassing results against an internal or external standard of excellence
• •Must be able to make decisions authoritatively and wisely, after adequately contemplating various available courses of action
• •Must be able to effectively transfer thoughts and express ideas orally or verbally in individual or group situations
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to work cooperatively with and through people in order to complete tasks
• •Must be able to control all aspects of tasks, from the initiation, through the process and through to completion
• •Must be able to protect all client and bank information
• •Must be able to follow Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
• •Must be able 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
• •Must be able to meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• •Must be able to achieve specific sales and service goals on a quarterly and annual basis
• •Must be able to proudly participate and represent NBH in various community, civic, and professional organizations
• •Must be able to build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
• •Must be able to establish an entrusted banker-client relationship
• •Must be able to coordinate assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams
• •Must be able to 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
• •Must be able to effectively lead and coach others
• •Must be able to set and reach goals
• •Must be able to complete tasks in a timely manner
• •Must be able to make decisions under pressure
• •Must be able to handle details quickly and accurately
• •Must be able to sell or persuade others
• •Must be able to train others in some capacity
• •Must be able to motivate others
• •Must be able to bring out the best in others
• •Must be able to work with and through people in the process
• •Must be able to understand people well and use that understanding effectively in motivating and persuading others to act
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to work cooperatively with others to accomplish company objectives
• •Must be able to foster the development of a common vision and fully participate in creating a unified team that gets results
• •Must be able to think logically in order to analyze situations and make sound decisions
• •Must be able to handle multiple tasks simultaneously
• •Must be able to demonstrate concern for achieving or surpassing results against an internal or external standard of excellence
• •Must be able to make decisions authoritatively and wisely, after adequately contemplating various available courses of action
• •Must be able to effectively transfer thoughts and express ideas orally or verbally in individual or group situations
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to work cooperatively with and through people in order to complete tasks
• •Must be able to control all aspects of tasks, from the initiation, through the process and through to completion
• •Must be able to protect all client and bank information
• •Must be able to follow Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates
• •Must be able 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
• •Must be able to meet ongoing regulatory requirements including additional screening and required reporting of certain incidents
• •Must be able to achieve specific sales and service goals on a quarterly and annual basis
• •Must be able to proudly participate and represent NBH in various community, civic, and professional organizations
• •Must be able to build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position
• •Must be able to establish an entrusted banker-client relationship
• •Must be able to coordinate assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams
• •Must be able to 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
• •Must be able to effectively lead and coach others
• •Must be able to set and reach goals
• •Must be able to complete tasks in a timely manner
• •Must be able to make decisions under pressure
• •Must be able to handle details quickly and accurately
• •Must be able to sell or persuade others
• •Must be able to train others in some capacity
• •Must be able to motivate others
• •Must be able to bring out the best in others
• •Must be able to work with and through people in the process
• •Must be able to understand people well and use that understanding effectively in motivating and persuading others to act
• •Must be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• •Must be able to sit for extended periods of time (typically no longer than 8 hours)
• •Must be able to handle items with hands, for either extended periods of time or many times throughout the workday
• •Must be able to work at a rapid pace for long periods of time
• •Must be able to work cooperatively with others to accomplish company objectives
• •Must be able to foster the development of a common vision and fully participate in creating a unified team that gets results
• •Must be able to think logically in order to analyze situations and make sound decisions
• •Must be able to handle multiple tasks simultaneously
• •Must be able to demonstrate concern for achieving or surpassing results against an internal or external standard of excellence
• •Must be able to make decisions authoritatively and wisely, after adequately contemplating various available courses of action