NBT Bank

Account Manager

• Identify small business and middle market customer issues or concerns within assigned book of business by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action needed, then provide an accurate verbal or written response to the customer regarding existing coverage levels and recommend additional products or services to minimize coverage gaps when applicable.
• Process within the agency management system and/or carrier websites service and sales workload assigned following department and agency procedures. Ensure system documentation and all written communication to the customer is professional, thorough, concise, and free of typographical errors.
• Participate in routine department and agency meetings. Provide feedback and suggestions to enhance our customers' experience and overall department/agency efficiency
• Perform other duties as assigned

Account Manager II – Personal

Compliance

• Reporting to the Chief Compliance Officer, the Deputy is the second in command of the NBT Compliance department, has responsibility for several Compliance areas including Testing, Issues Management and Complaints.
• Ensure that the Compliance Management Program appropriately addresses the regulatory risks relative to each Line of Business overseen by Compliance.
• Provide compliance guidance, monitoring and oversight of effective Compliance Management Programs as a Subject Matter Expert of consumer compliance regulations.
• Actively participate in and provide management oversight on the development of the Compliance Program in response to changes in business activities, regulatory requirements and industry best practices.
• Provide reporting to the Chief Compliance Officer of testing scoping and outcomes, Issues Management remediation and completion, and trending and analysis of Complaints.

Director of Corporate Compliance – Operations

• Retrieve, scan and attach documents to customers' files.
• Maintain agency files accurately and consistently by entering data following agency workflows and guidelines; process basic policy transactions.
• Respond to in-bound calls and email correspondence; greet and direct walk-in customers as needed.
• Handle insurance premium payment processing and billing inquiries.
• Follow up with carriers to verify new enrollments, cancellations and changes have been properly completed.
• Perform other duties as assigned.

Account Manager, Personal

Human Resources

• Maintains the HRIS databases by entering and verifying new and existing employee job and benefit related information.
• Assists with various components of Health & Welfare administration, Retirement administration and general employment policy inquiries.
• Responsible for addressing a wide range of customer questions in a timely and complete manner.
• Maintains effective customer service skills to conform to service standards and measured goals.
• Review/complete new hire, termination and employee change events in Workday.
• Assists with benefits and retirement plans administration including enrollment, claims processing, billing reconciliation, wire transfers, COBRA administration, coordination with vendors.
• Provides assistance for employee benefits, compensation and employment policy and procedure inquiries by phone or email.
• Payroll Batch processing and Review; biweekly timecard review/support.
• Participates and coordinates special annual assignments as necessary.

HR Shared Services Representative

Operations

• Research and document operational and systematic issues/problems as they occur in the daily workflow, taking necessary steps to correct such problems in a timely manner.
• Perform special projects as required by management.
• Represent the bank with technology providers to resolve problems and request enhancements. Organize and retrieve information as required.
• Research and evaluate products and services relative to operating procedures and system functionality in order to make recommendations for consideration by management.
• Act as a liaison between operations and various user departments.
• Other duties as assigned.

Operations Analyst

Outside Sales

• Provides leadership and directs the activities of business development team within a specific market area delivering investment management and risk (insurance) management.
• Responsible for achieving team production goals as well as individual production goals as assigned.
• Provides direction, training and coaching to assure goals are met and overall development of team's skills and book of business continues.
• Meets regularly with assigned Financial Consultants to discuss sales ideas, referral opportunites, sales efforts, current investment climate, customer insights and results.
• Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
• Develops and executes individual business plan to meet sales goals. Monitors client investment performance and makes appropriate recommendations.
• Maintains minimum assigned level of production consistent with individual or team goals.
• Sets goals for team members and evaluates individual performance.
• Participates in recruiting and hiring of new team members and takes leadership role in training and development of new team members.
• Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
• Other duties as required.

Territory Sales Manager

• Provides high level support to the HR team and formulates partnerships across the HR function to deliver value-added service to management and employees that reflect the business objectives of the organization.
• Plays a critical role in the areas of employee relations, data analysis, HR technology, as well as other HR related areas while working on projects related to business initiatives.
• Performs this work in support of and in conjunction with the HR Business Partners while maintaining an effective level of business literacy about the business units’ position, its mid-range plans, culture and competition.
• Manages and resolves complex employee relations issues by working directly with management, employees and collaborating with the HR Business Partner .
• Provides policy guidance to business line managers.
• Conduct effective, thorough, and objective investigations ensuring legal, regulatory and company compliance.
• Consult, coach and advise managers on performance management related to giving effective feedback/coaching, employee development, engagement, and retention initiatives.
• Analyze effectiveness of current performance management practices and make recommendations for revisions when appropriate.
• Collaborate with internal teams on assigned projects in support of the division’s business plan initiatives by planning, coordinating, and leading (when appropriate) project activities.
• Support full cycle recruitment efforts through collaboration with Talent Acquisition team.

Senior HR Generalist

Administration

• Responsible for preparing, reviewing, and ensuring accuracy and compliance for loans across the bank’s lines of business.
• Develops and influences documentation policy along with the department manager.
• Utilize advanced technical expertise in complex loan documentation and compliance.
• Analyze information, comprehend complex loan documentation and structure including swaps, participations, syndications and letters of credit.
• Work with General Counsel and external counsel to create appropriate documentation language.
• Lead development and testing of enhancements and upgrades to documentation and origination systems providing guidance to all levels of employees.

Loan Documentation Administrator

• Responsible for a variety of tasks within the Information Processing area.
• Operations functions include but not limited to answering internal and external customer questions, performing account maintenance and verification, reconciling the payment of monies to outside agencies, processing complex transactions, ensuring compliance with regulations, resolving exception issues.
• Call Center functions include addressing a wide range of customer questions.
• Maintains effective customer service and sales skills in order to conform to service standards and measured goals.
• Process monetary and non-monetary transactions.
• Address and resolve a wide range of customer inquiries in a timely and complete manner from various sources while maintaining individual and department service level and sales goals.
• Resolve customer complaints, problems, and errors in a timely and complete manner.
• Ensure all security measures, regulations, procedures, and controls are adhered to.
• Other duties as assigned.

Floating Operations Associate

• Develop new dealer relationships and maximize business from existing dealer relationships through effective on-site dealer visits and management of the dealer account relationship for all dealer finance issues.
• Generate indirect lending business from Automobile dealers in the approved market areas.
• Develop, maintain, and execute a detailed business development plan to meet and exceed the region’s market share, credit quality, and origination objectives through the acquisition and retention of profitable dealer clients.
• Train dealership F&I and back office personnel to assure quality applications and loan documentation are received.
• Complete dealer contact reports promptly and keep management informed about changes in the dealer community.
• Update management and other team members regarding any pertinent dealer risk issues.
• Must be a team player, working with various constituencies to reach sales goals.
• Exhibit Consultative Selling Behaviors.
• Provide backup underwriting support as needed.

Dealer Relationship Manager

Consultant

• Deliver client service for recordkeeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of client satisfaction.
• Proactively ensure plans are administered in compliance with plan provisions and current pension laws and regulations.
• Discuss the compliance testing process/results and all required government filings.
• Ensure that all services are delivered within documented service standards through timely communication with clients, plan sponsors, advisors, internal teams and day to day contacts.
• Daily report monitoring and management, document pertinent client communication and provide internal and external project management support.
• Effectively communicate with all technical and support teams to ensure that recordkeeping items are maintained for all assigned plans, including coordination of all plan amendments.

TPA Retirement Plan Consultant

Learning and Development

• Performs assigned duties, responsibilities, and studies throughout the bank as required through the training sequence.
• Become familiar with the operations and procedures in each of the departments.
• Incumbents must rotate sequentially throughout the company on a specified training sequence.
• Travel less than 50%.
• Willing to assume job assignments during the training period and post training period with respect to job sequence outline.
• Support branches with respect to service and financing requests.

Professional Development Associate

• Performs assigned duties, responsibilities, and studies throughout the bank as required through the training sequence.
• Become familiar with the operations and procedures in each of the departments training is provided and temporary work assignments are assigned.
• Incumbents must rotate sequentially throughout the company on a specified training sequence.
• 90% Exposureperform essential functions of the Branch.
• Teller Training, Teller: Ensures accurate and timely processing of routine and non-routine teller transactions. Learns the branch products as to participate in the branch’s sales activities.
• ExposurePerform essential functions of Call Center: Addressesresolves a wide range of customer inquiries. Facilitates outbound salesservice calls.
• Exposureperform fundamental functions of Credit Administration: LDCC, Commercial WorkoutSpecial Assets, Credit SupportAppraisalLeasing. Spreading financial statements, reviewing loan and post-closing documents, preparation of asset quality reports, flood and appraisal support.
• Exposureperform fundamental functions of Consumer Lending: Dealer Finance, Retail Collections, General Underwriting. Support dealers, contact past due customers, data entry, support branches with respect to service and financing requests.
• 5% Completed required training and education in the Principles of Banking and Leadership
• 5% Other Duties as assigned.

• Performs assigned duties, responsibilities, and studies throughout the bank as required through the training sequence.
• Become familiar with the operations and procedures in each of the departments training is provided and temporary work assignments are assigned.
• Incumbents must rotate sequentially throughout the company on a specified training sequence.
• 90% Exposure perform essential functions of the Branch.
• Teller Training, Teller: Ensures accurate and timely processing of routine and non-routine teller transactions.
• Learns the branch products as to participate in the branch’s sales activities.
• Exposure Perform essential functions of Call Center: Addresses resolves a wide range of customer inquiries.
• Facilitates outbound sales service calls.
• Exposure perform fundamental functions of Credit Administration: LDCC, Commercial Workout Special Assets, Credit Support Appraisal Leasing.
• Spreading financial statements, reviewing loan and post-closing documents, preparation of asset quality reports, flood and appraisal support.
• Exposure perform fundamental functions of Consumer Lending: Dealer Finance, Retail Collections, General Underwriting.
• Support dealers, contact past due customers, data entry, support branches with respect to service and financing requests.
• 5% Completed required training and education in the Principles of Banking and Leadership.
• 5% Other Duties as assigned.

• Perform assigned duties, responsibilities, and studies throughout the bank as required.
• Familiarize with the operations and procedures in each department through training.
• Rotate sequentially throughout the company on a specified training sequence.
• Ensure accurate and timely processing of teller transactions.
• Address and resolve a wide range of customer inquiries.
• Support various functions within Consumer Lending, Credit Administration, and Call Center activities.