NBT Bank ยท 2 days ago
Manager of Client Service
Rochester, NY
Full-time
Onsite
Mid, Senior Level
$75K/yr - $115K/yr
5+ years expNBT Bank is a financial institution that empowers people to grow and innovate through meaningful work. They are seeking a Manager of Client Service to oversee the Client Service Specialist team, ensuring exemplary client service delivery through effective training, support, and management of team members.
BankingFinancial Services
No H1B
Responsibilities
Lead, manage and mentor successful teams whose members learn and grow from experience. Supervise, develop and provide workload balancing support to assigned team
Provides oversight on daily activity related to client service team by supporting the needs of CSS and Relationship Management teams. Participate as needed scheduled client calls to provide support for specific situations. Act as an escalation point for internal and external partners
Maintain strong working knowledge of industry trends and EPIC products and services. Provide internal and external project management support
Perform other duties as assigned
Qualification
Required
Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience
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
Demonstrated knowledge of ERISA and DOL regulations
Experience with administering a broad
Preferred
Demonstrated leadership experience preferred
ASPPA Qualified 401(k) Administrator (QKA) designation
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.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Company
NBT Bank
NBT Bank, N.A. is a financial institution
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Scott Kingsley
EVP & CFO
Amy Hurta
SVP, Director of Operations and Chief Diversity & Inclusion Officer
Recent News
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