Teams at NBT Bank

Supports business systems by analyzing issues, defining requirements, designing workflows, developing configurations and queries, and coordinating system enhancements. Leads moderate projects, evaluates software solutions, develops test plans, conducts validation, supports user acceptance testing, prepares documentation, trains users, and guides less experienced staff. Collaborates with business and technical teams to resolve problems and improve processes.

Manages complex middle-market and high-impact business accounts, providing customer service, insurance coverage analysis, renewals, proposals, policy changes, and coverage recommendations. Acts as a liaison between customers and carriers, identifies coverage gaps, resolves account concerns, maintains accurate documentation, and supports new business and retention activities. Requires insurance licensing or the ability to obtain it, strong communication and analytical skills, proficiency with Microsoft Office and agency systems, and regional travel as needed.

Investigates external and internal financial fraud involving checks, identity theft, online activity, cards, ACH, wires, and other payment channels. Reviews high-risk transactions, analyzes fraud patterns, processes victim claims and provisional credits, maintains case records, evaluates fraud-alert performance, supports branches and customers, and communicates with banks, law enforcement, and prosecutors. Provides fraud-awareness training and identifies emerging scams.