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 :

Tasks Performed :

Physical Requirements :

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 purchaseadditional 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.

Financial and Banking Services : Various benefits and financial planning assistance.

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

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 benefits and financial planning assistance.