"Alerted.org

Pay Range: $95,860.00 - $127,798.00

The Relationship Manager is responsible for the planning, successful execution and follow-up on a diverse range of major client requirements promoting mutual growth and profitability. The RM will maintain a high level of client trust and respect ensuring client retention. The RM will carry out innovative and sometimes complex projects to their completion, and thoroughly analyze maturing data in order to make sound recommendations for next steps that aim to exceed client expectations.

Education and Experience:

+ Bachelor's degree from a four-year college or university and at least ten (10) years related experience and/or training; or equivalent combination of education and experience

+ Demonstrated knowledge of ERISA requirements and 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

+ Position requires the ability to understand and perform complex allocations such as new comparability, integrated plan formulas, earned income calculations, compliance testing to include 402(g), ADP/ACP, 415, Top Heavy, 414(s) compensation test, 410(b) coverage

Skills and Abilities:

+ Excellent oral and written communication skills combined with the ability to effectively present information and respond to inquiries from clients, company management and colleagues. Ability to read, analyze and interpret legislative changes, general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to create reports, professional business correspondence and procedures.

+ Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

+ Ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.

+ Must have knowledge of advanced Microsoft Office applications. Position requires domestic travel for client meetings, conferences and trade shows.

Tasks Performed:

+ 45% Conduct on site client visits on a regular basis with emphasis placed on client growth, satisfaction and retention.

+ 20% 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.

+ 15% Manage communications between all parties, trade partners, trust system and NBT Capital Management. Maintain open communication with all levels of management.

+ 10% 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.

+ 5% Coordinate new client onboarding.

+ 5% Perform other duties as assigned.

Physical Requirements:

+ Communicate effectively with internal and/or external customers

+ Stationary 75% of time or greater

+ Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.

Community Involvement

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.

Business Stability

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees:

+ 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 .

Benefits for Part-Time Employees Working 20+ Hours/Week:

+ Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.

+ Generous Parental Leave : Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

+ Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

+ Paid Sick and Safe Leave : For your health and safety.

+ Employee Assistance Program (EAP) : Access to support and resources.

+ Financial and Banking Services : Various benefits and financial planning assistance .

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

NBT Bank offers a stimulating work environment that recognizes talent and encourages teamwork. Our employees benefit from a total compensation package, including competitive salary, bonuses and a wide range of benefits for eligible employees - like our Tuition Reimbursement Program. Join NBT Bank and build your career through the many growth, learning and collaborative opportunities made available across the company.

+ EEO is the law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf)

+ EEO is the Law Poster Supplement

+ Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

+ Family Medical Leave Act (FMLA) Poster

+ Employee Polygraph Protection Act (EPPA) (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.

NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the Careers website or submission process, please call 1-888-804-1771 or contact us via email at [email protected]. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.