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Senior Private Bank Relationship Manager

2 months ago


Lakeville, Connecticut, United States NBT Bank Full time
Job Summary

We are seeking a highly skilled and experienced Senior Private Bank Relationship Manager to join our team at NBT Bank. As a key member of our Private Banking team, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing them with tailored financial solutions and exceptional service.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Build and maintain strong relationships with clients, providing them with regular updates and advice on their financial situation.
  • Collaborate with other members of the Private Banking team to identify new business opportunities and develop strategies to grow our client base.
  • Manage and mentor a team of relationship managers, providing them with guidance and support to ensure they are meeting their sales targets and providing excellent client service.
  • Stay up-to-date with market trends and competitor activity, using this knowledge to inform our business strategy and ensure we remain competitive.
Requirements
  • Minimum 7 years' experience in Private Banking, with a proven track record of success in building and maintaining strong client relationships.
  • Strong leadership and management skills, with the ability to motivate and inspire a team of relationship managers.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
  • Strong analytical and problem-solving skills, with the ability to develop and implement comprehensive financial plans for clients.
  • Ability to work in a fast-paced environment, with a strong attention to detail and a commitment to delivering exceptional client service.
What We Offer

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. We are an equal opportunity employer and fully support a diverse environment. If you have a physical or other impairment that might require an accommodation, please contact us via email at The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.