NBT Bank

Private Bank Relationship Manager

NBT Bank

full-time

Posted on:

Location Type: Office

Location: Williamsville • New York • United States

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Salary

💰 $95,860 - $143,767 per year

About the role

  • Responsible for meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and new business growth.
  • 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.
  • Maintains an in-depth knowledge of all wealth management products and services.
  • Completes administrative tasks (pipeline management reporting, expense management, etc.) on a timely basis as well as other duties as assigned.

Requirements

  • 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.
  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysispipeline managementexpense managementclient presentationswealth management productsbanking regulationsfinancial productsbusiness developmentsales experienceprivate banking
Soft Skills
leadershipmanagementself-startermotivatedclient consultative skillslisteningcommunicationinterpersonal skills
Certifications
Bachelor's degreefinancial services experience