Relationship Manager

2 days ago

🧀 Wisconsin – Remote

Although this job is listed in Wisconsin, this company may be open to hiring remote in other states.

💵 $95.9k - $127.8k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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NBT Bank

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Banking • Finance • Fintech

NBT Bank is a financial institution offering a wide range of banking services for personal, business, and wealth management needs. They provide products such as checking and savings accounts, home loans, personal loans, and credit cards. The bank also offers digital banking solutions, fraud prevention resources, and investment and insurance services. NBT Bank is FDIC-insured, ensuring customer deposits are backed by the U. S. government. It has a robust presence with multiple office locations, and it is involved in community activities and diverse initiatives. Additionally, NBT Bank offers specialized services like NBT Wealth Connection, NBT Retirement Plan Services, and government banking.

1001 - 5000 employees

Founded 1856

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Conduct on site client visits on a regular basis with emphasis placed on client growth, satisfaction and retention. • Develop prospective client relationships and follow up on referrals with the assigned region to identify opportunities, generating additional revenue through the marketing and sales of all NBT Capital Management services. • Manage communications between all parties, trade partners, trust system and NBT Capital Management. • Maintain open communication with all levels of management. • Assist with resolution of escalated major client issues. • Solicit feedback from internal and external partners to continually improve NBT Capital Management deliverables such as client service experience, on line tools, conversions, plan document management, quarterly statement process, year-end compliance testing and 5500's. • Coordinate new client onboarding. • Perform other duties as assigned.

🎯 Requirements

• Bachelor's degree from a four-year college or university • At least ten (10) years related experience and/or training; or equivalent combination of education and experience • Demonstrated knowledge of ERISA requirements • Experience with administering a broad range of qualified plans including but not limited to 5500’s • Willingness to attain ASPPA certifications, including the Qualified Plan Administrator (QPA) and beyond • Ability to manage client relationships in a professional manner • Must have knowledge of advanced Microsoft Office applications.

🏖️ 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. • Financial and Banking Services : Various benefits and financial planning assistance.