Trust & Wealth - Advisor

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 Trust & Wealth Management. 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.

The Trust and Wealth Advisor will be expected to oversee all day to day functions of client relationship management including on-going relationship reviews, monitoring cash and investment needs as well as conducting periodic client meetings. Participating and leading the development and implementation of best practices, policies and procedures for the Relationship Management team is a top priority. The on-going support of both internal and external exams as well as ongoing strategic planning support.

As a Trust and Wealth Advisor, you will participate in ongoing education. Pursue CTFA designation. Actively contribute to building a positive team environment. Provide input and assistance to team members that enhance the teamwork of the entire department. Develop good working relationships with others; recognize and value differences. Take initiative to solve problems and improve efficiencies and processes within scope of authority. Respond quickly and positively to change. Ensure department activities are conducted in accordance with all Bank and regulatory policies and guidelines. Respond quickly and positively to change. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions.

Minimum Requirements:

• Bachelor's degree or equivalent
• 3+ years of banking, trust administration or wealth management experience
• Strong client relationship skills
• Knowledge of general fiduciary principles
• Sound judgment, logical reasoning and decision making skills
• Efficiency in Word, Excel and Outlook
• Excellent problem solver

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

• Banking industry experience
• Concise and clear written and verbal communication skills
• Work well in group problem solving situations
• Gather and analyze information skillfully to develop comprehensive solutions
• 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
• Capacity to work with multiple computer and software systems
• Speak clearly and persuasively in positive or negative situations.
• Display high reasoning skills with ability to define and resolve problems
• Work well in group problem solving situations
• Strong results focused; set goals and determine best process to achieve results
• Effectively manage multiple projects and meet deadlines and deliverables

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:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
• Flexible scheduling with an opportunity to work remotely as business needs allow

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.

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
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.