Private Bank Relationship Manager

NBT Bank•Williamsville, NY

About The Position

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.

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.

Responsibilities

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.
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.
Maintains all designations and corresponding CE requirements and has in-depth knowledge of competitor’s products and services.
Completes administrative tasks (pipeline management reporting, expense management, etc.) on a timely basis as well as other duties as assigned

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.