Private Bank Regional Executive

The Private Bank Regional Executive 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. This position manages the efforts of the relationship management team to execute the client strategy. Oversees and develops staff required to meet wealth initiatives.

Education and Experience:

• Bachelor's degree and/or equivalent financial services experience.
• Minimum 10 years’ experience in Private Banking.
• 5 years of Management experience or relevant sales experience.
• Business 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 effective presentations.
• Demonstrated in-depth knowledge of financial products and banking regulations.
• Demonstrated strong client consultative skills.
• Excellent listening, communication and interpersonal skills.

Tasks Performed:

• 25% - Responsible for meeting or exceeding assigned individual and team 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.
• 25% - 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.
• 25% - Manage, coach and mentor the assigned staff. Supports staff to develop individual goals, assure minimum satisfactory employee job performance, provide training opportunities and promote skill/career development, as well as conduct timely and comprehensive coaching summary/performance reviews.
• 10% - Manage, support and encourage participation by staff in regional community-related volunteerism opportunities, and event attendance. Participate in community activities and CRA initiatives.
• 10% - 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.
• 5% - Completes administrative tasks (pipeline management reporting, expense management, etc.) on a timely basis as well as other duties as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. 

Wellbeing 

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. 

Community Involvement 

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. 

Culture 

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. 

Career Development 

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. 

Total Rewards 

NBT recognizes and rewards your contributions with competitive