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NBH Bank · 16 hours ago

Premier & Private Banking - Private Bank Relationship Manager

Jackson, WY

Full-time

Onsite

Senior Level

5+ years exp

NBH Bank is committed to providing exceptional banking services and building strong relationships with clients. As a Private Bank Relationship Manager, you will serve as the main point of contact for affluent clients, focusing on client onboarding, servicing, and portfolio management to promote client acquisition and retention.

BankingFinanceFinancial Services

No H1B

Responsibilities

Establish an entrusted banker-client relationship by providing a best-in-class service experience

Manage client onboarding, client servicing, portfolio management and reporting that promote client acquisition, expansion and retention

Cultivation, retention and growth of the Private Bank, tailored Private Bank products and services to attract high net worth individuals and businesses

Maintain and expand ongoing relationships with new and existing Premier & Private Bank clients

Qualification

Private Banking experienceClient Service ManagementFinancial acumenPortfolio managementMicrosoft Office proficiencyCommunication skillsTeam collaborationRelationship buildingProblem-solvingTime management

Required

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

Preferred

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

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