Premier & Private Banking – Private Banker
NBH Bank
It starts with our culture…
Common sense has never been common.
If it were, the world would be a different place. Things would run smoothly
and on time. People would do what they say and say what they do. Everything
would be fair, without all the small talk. And banks would only sell you
what you need. When a banker looked at a client, they wouldnt just see a
number, theyd see a dad or a mom or a graduate or a business owner. Our
Bankers understand the complexities of peoples lives and offer simple
solution
Thats 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.
We have a long-standing commitment to Equity, Diversity, and Inclusion.
Through our banking relationships, investing, grants, and
volunteerism, NBH Bank promotes the growth, revitalization, and
sustainability of the communities we serve. We believe that these are
important elements in building and sustaining a successful organization and a
positive, results-driven culture. We strive for all of our associates to
feel welcome and empowered at work.
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 Banker, you will be the main point of contact for a select
group of NBHs 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 Bankers 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.
Minimum Requirements: To be considered for this position, you must possess
the following qualifications:
Bachelors degree in Business Administr tion 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 NBHs 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 drivers license.
Driving may be required with this position. Applicants must have a valid
drivers license (may not be learners, restricted or “to and from
work” license) and driving history that meets Banks driver standards.
This information will be verified in a Motor Vehicle Report.
Desired Qualifications: To be considered an ideal candidate, you should
possess some of the following qualifications:
Previous Private Banker experience and exceptional Client Services experience.
Previous Wealth Management / Estate Planning / Trust Services Experience.
Previous sales experience in the banking and/or financial services industry.
Bilingual language skills.
Skills and Abilities: 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… For full info follow application link.
Equal Opportunity Employer/Protected Veterans/Individuals with
DisabilitiesThe contractor will not discharge or in any other manner
discriminate against employees or applicants because they have inquired
about, discussed, or disclosed their own pay or the pay of another
employee or applicant. However, employees who have access to the
compensation information of other employees or applicants as a part of their
essential job functions
cannot disclose the pay of other employees or applicants to individuals who do
not otherwise have access to compensation information, unless the disclosure
is (a) in response to a formal complaint or charge, (b) in