Trust & Wealth - Advisor; BOJH
Listed on 2026-01-19
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Analyst
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, and 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 is also required.
As a Trust and Wealth Advisor, you will participate in ongoing education, pursue a CTFA designation, and actively contribute to building a positive team environment. You will 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.
You will respond quickly and positively to change, ensure department activities are conducted in accordance with all Bank and regulatory policies and guidelines, support an environment where staff communicates respectfully, honestly, and openly, and continually work to build and improve job function and communication skills. You will keep commitments, inspire trust, work ethically and with integrity, uphold bank core values, and accept responsibility for your own actions.
- 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
- 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
- Strong results focused; set goals and determine best process to achieve results
- Effectively manage multiple projects and meet deadlines and deliverables
- 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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).