Senior Account Manager focusing on B2B account management in digital marketing for gocomo. Building and nurturing strategic client relationships while driving growth and partnerships.
About the role
- Private Bank Relationship Manager managing high net worth client relationships at NBT Bank. Developing strategic partnerships and delivering financial products and services to enhance client experience.
Responsibilities
- Responsible for meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and new business growth.
- 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.
- Completes administrative tasks (pipeline management reporting, expense management, etc.) on a timely basis as well as other duties as assigned.
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.
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.
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