Private Bank Relationship Manager

Private Bank Relationship Manager

The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by positioning and selling a broad array of appropriate financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other partners to grow the client base and effectively refer business.

Education and Experience:

Bachelor's degree and/or equivalent financial services experience. Minimum 5 years' experience in Private Banking. 2 years of sales experience. Business development and outside business sales experience required.

Skills and Abilities:

• Self-starter, motivated and excited to build a new business.
• Strong leadership and management skills. Demonstrated / Broad knowledge of Banking, Credit, Investments, Trust, Financial Planning and demonstrates the ability to assess client needs.
• Ability to prepare and deliver effective presentations.
• Demonstrated in-depth knowledge of financial products and banking regulations.
• Demonstrated strong client consultative skills.
• Excellent listening, communication, and interpersonal skills.

Tasks Performed:

• 40% - Responsible for meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and new business growth. Employs and maintains a disciplined approach to prospecting and leveraging partner, COI, client introductions. Actively participates in community organizations to source business development opportunities and demonstrate NBT's commitment to the local community.
• 40% - Develops a comprehensive understanding of client's needs, based on the review and analysis of personal and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line of business partners to the table to deepen the relationship. Prepares and delivers client presentations, individually and as part of a team.
• 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE requirements and has in-depth knowledge of competitor's products and services.
• 10% - Completes administrative tasks (pipeline management reporting, expense management, etc.) on a timely basis as well as other duties as assigned

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.

• Parental Leave: Six weeks of paid leave at 100% of your salary.

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Flexible Spending Accounts: For healthcare and dependent care expenses.

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family.

• Tuition Reimbursement: Invest in your education and career growth.

• Employee Assistance Program (EAP): Access to support and resources.

• Pet Insurance: For all your furry friends.

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

• Paid Sick and Safe Leave: For your health and safety.

• Employee Assistance Program (EAP): Access to support and resources.

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.