Teams at NBT Bank

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.

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.

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.