Jobs at NBT Bank

Perform detailed commercial credit analysis and customer due diligence, prepare spreads and analytical memorandums for complex borrower structures, underwrite loans, complete annual reviews and restructurings, support credit officers on client calls, mentor junior analysts, and lead special projects to maintain asset quality and portfolio performance.

Perform moderately complex monetary and non-monetary banking transactions, reconcile accounts, resolve escalated issues, maintain compliance with laws and policies, support customers and teammates, create/update procedures, and prepare reports.

Provide customer service and sales support for small business and individual insurance accounts. Respond to customer inquiries via phone, written, and face-to-face communications; research coverage and underwriting guidelines; recommend products to address coverage gaps; process transactions in agency and carrier systems; participate in department meetings and support continuous improvement. Occasional regional travel required.

Interview and profile customers to determine investment and insurance needs, recommend products and referrals, monitor client investments, develop business plans, and cultivate branch relationships to drive sales and referrals.

Originate residential mortgage and home equity loans, develop and execute sales plans, build referral networks, advise clients on products, coordinate documentation through closing, and meet sales goals while ensuring regulatory compliance.

Lead development, installation, and conversion of systems and components across the project lifecycle. Manage internal and external teams, define requirements, oversee design, coding, testing, and data conversions, and liaise with users and management to ensure projects meet objectives and cost justification.

Interview and profile customers to determine investment and insurance needs; recommend products and make referrals; monitor client investment performance; develop and execute business plans to meet sales goals; cultivate relationships with branch staff; maintain compliance and required securities and insurance licensing.

Support finance team across billing, accounts payable, accounts receivable, and general accounting. Assist with fee inquiries, monthly/quarterly billing, journal entries, vendor invoice coding, reconciliations, bank statement review, closing books, account setups, and collections. Perform other assigned duties.

The Financial Consultant interviews customers to assess their investment and insurance needs, recommends appropriate products, monitors performance, and collaborates with branch teams focused on sales.

The Private Wealth Advisor interviews clients to assess investment and insurance needs, recommends solutions, monitors performance, and fosters client relationships.

Process and reconcile monetary and non-monetary transactions, resolve escalated issues, support customers and teammates, maintain compliance with laws and policies, create/update procedures, and prepare reports. Provide cross-training, uphold service levels, and focus on risk and fraud mitigation.

The Business Development Manager will drive agency revenue through new customer acquisition and cross-selling insurance products, while establishing relationships with banking partners and clients.

The Relationship Manager is responsible for client relationship management, client retention, executing diverse client activities, and generating additional revenue while maintaining high client trust and satisfaction.

The Market Leader Sales Executive is responsible for retaining and servicing existing customers, achieving revenue goals through effective client management and providing tailored insurance solutions. Key tasks include meeting retention targets and developing relationships with clients and service teams.

The Territory Sales Manager leads a business development team in investment and insurance sales, ensuring production goals are achieved while coaching and training team members.

Market Leaders execute sales strategies by developing new business opportunities and maintaining strong relationships with regional banking divisions. They focus on achieving revenue growth and customer retention while collaborating closely with bank partners.