Premier & Private Banking - Private Bank Relationship Manager

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 wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.

That's 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.

This type of position is ideal for someone looking to build a career in financial services. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization. .

As Private Bank Relationship Manager, you will be a main point of contact for Private Bank affluent clients and responsible for establishing an entrusted banker-client relationship by providing a best-in-class service experience. You will manage a variety of tasks including but not limited to; client onboarding, client servicing, portfolio management and reporting that promote client acquisition, expansion and retention. This position requires team or collaborative work within the organization. Primary responsibilities of the position include cultivation, retention and growth of the Private Bank, tailored Private Bank products and services to attract high net worth individuals and businesses, and maintain and expand ongoing relationships with new and existing Premier & Private Bank clients.

Below are the Minimum Requirements for consideration:

• Bachelor's degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years' experience in progressive relationship management, extraordinary client service and client/prospect calling experience.
• Strong communication skills.
• Must possess a valid driver's license.
• Must be a Notary.

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

• Previous Private Banking experience and exceptional Client Service Management experience.
• Passionate and motivated self-starter.
• Strong work ethic and ability to complete work accurately.
• Ability to think logically in order to analyze situations and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint. Ability to learn various systems.

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.
• Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan and other banking products and services.
• Basic knowledge of wealth management, asset/investment types and allocation methodologies, basics of wealth management.
• Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
• Strong professional etiquette.
• 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.
• Ability to learn, understand, develop and deliver a variety of technical and business skills training program.
• Cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish company objectives.
• 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 manage a team of associates to accomplish responsive, concierge service for Private Clients, while protecting the Bank and the client from risk.
• Ability to handle multiple projects related to marketing, branding, business development, and event planning.
• Coordinate partnership amongst the Bank's many lines of business to promote client relationship growth.
• Provide accurate reporting related to the Private Bank line of business, to include but not exhaustive, relationship and deposit growth, pipeline activity, client retention and budget/expenses.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• Professional setting.
• May be requested to work evenings and weekends for special program events.
• Travel is primarily local during the business day, although some out-of-the-area and overnight travel is required on an as needed basis to exceed the expectations of the client.
• Must be able to work at a rapid pace for long periods of time.
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.
The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.