Private Bank Relationship Manager - NBT Bank, N.A : Job Details

Private Bank Relationship Manager

NBT Bank, N.A

Job Location : Syracuse,NY, USA

Posted on : 2025-01-16T06:34:52Z

Job Description :
The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the banks 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 . years of sales experienceBusiness 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 effe...Relationship Manager, Relationship, Manager, Financial Planning, Private, Business Development, Business Services
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