NBT Bank
divh2Partner Support Specialist/h2pThe primary purpose of this position is to partner with internal sales consultants, clients, prospects and internal departments to provide support./ppstrongEducation and Experience:/strong/pulliAssociate degree and one (1) year experience or equivalent combination of education and experience/liliPossess an understanding of the retirement plan industry is preferred/li/ulpstrongSkills and Abilities:/strong/pulliAbility to read and interpret documents such as plan documents, agreements, procedures manuals and technical procedures./liliMust be an independent contributor, with the ability to handle multiple tasks, work independently and meet deadlines. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must be proactive in problem identification and resolution./liliMust have existing knowledge of advanced Microsoft Office applications with the emphasis on Word, Access, Excel, and PowerPoint. Must be comfortable with the use of web-based applications. Must be familiar with and proficient in contact management software./li/ulpstrongTasks Performed:/strong/pulli35% Coordinate calendar for assigned consultants including travel, and client meetings. Use the CRM system as a tool for maintaining calendars and scheduling tasks. Contact clients and outside advisors to schedule annual plan review meetings and employee education meetings. Make travel arrangements for consultant including air flights, car rentals and hotel reservations./lili35% Prepare annual plan review materials and employee education materials as requested. Manage the completion of outcomes from annual review meetings with clients with other teams and advisors, as needed./lili15% Assist consultants with managing the onboarding of new clients to EPIC RPS. Gather and coordinate signatures on all new client paperwork./lili10% Maintain sales and consulting office equipment, and supplies. Assist Internal Sales Consultant while out of office or with special projects. Assist with planning special client events if needed./lili5% Performs other tasks as assigned./li/ulpstrongPhysical Requirements:/strong/pulliCommunicate effectively with internal and/or external customers/liliStationary 75% of time or greater/liliMove Objects to Maximum 10 lbs/li/ulpstrongWhy Work at NBT/strong/ppAt 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./ppstrongWellbeing/strong/ppAt 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./ppstrongCommunity Involvement/strong/ppNBT 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./ppstrongCulture/strong/ppNBT 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./ppstrongCareer Development/strong/ppWhether youre 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./ppstrongTotal Rewards/strong/ppNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives
ensuring you feel valued every step of the way./ppstrongBusiness Stability/strong/ppNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. Weve weathered the markets ups and downs for over 165 years, all while charting a well-defined growth plan./ppstrongBenefits for Full-Time Employees:/strong/pulliGenerous Paid Time Off: At least 22 days annually, prorated in the year of hire./liliParental Leave: Six weeks of paid leave at 100% of your salary./liliComprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants./liliDental and Vision Coverage: Ensuring your overall health and well-being./liliFlexible Spending Accounts: For healthcare and dependent care expenses./liliEmployer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage./liliLife Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage./liliVoluntary Benefits: Including hospital, accident, and critical illness coverage./liliRetirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future./liliAdoption Assistance: Supporting your growing family./liliTuition Reimbursement: Invest in your education and career growth./liliEmployee Assistance Program (EAP): Access to support and resources./liliFinancial and Banking Services: Various benefits and financial planning assistance./li/ulpstrongBenefits for Part-Time Employees Working 20+ Hours/Week:/strong/pulliMedical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants./liliGenerous Parental Leave: Six weeks of paid leave at 100% of your salary./li/ulpstrongBenefits for All Part-Time Employees:/strong/pulliRetirement 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./liliPaid Sick and Safe Leave: For your health and safety./liliEmployee Assistance Program (EAP): Access to support and resources./liliFinancial and Banking Services: Various benefits and financial planning assistance./li/ulpApplicants 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./p/div
because your success drives our success./ppstrongWellbeing/strong/ppAt 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./ppstrongCommunity Involvement/strong/ppNBT 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./ppstrongCulture/strong/ppNBT 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./ppstrongCareer Development/strong/ppWhether youre 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./ppstrongTotal Rewards/strong/ppNBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives
ensuring you feel valued every step of the way./ppstrongBusiness Stability/strong/ppNBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. Weve weathered the markets ups and downs for over 165 years, all while charting a well-defined growth plan./ppstrongBenefits for Full-Time Employees:/strong/pulliGenerous Paid Time Off: At least 22 days annually, prorated in the year of hire./liliParental Leave: Six weeks of paid leave at 100% of your salary./liliComprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants./liliDental and Vision Coverage: Ensuring your overall health and well-being./liliFlexible Spending Accounts: For healthcare and dependent care expenses./liliEmployer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage./liliLife Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage./liliVoluntary Benefits: Including hospital, accident, and critical illness coverage./liliRetirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future./liliAdoption Assistance: Supporting your growing family./liliTuition Reimbursement: Invest in your education and career growth./liliEmployee Assistance Program (EAP): Access to support and resources./liliFinancial and Banking Services: Various benefits and financial planning assistance./li/ulpstrongBenefits for Part-Time Employees Working 20+ Hours/Week:/strong/pulliMedical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants./liliGenerous Parental Leave: Six weeks of paid leave at 100% of your salary./li/ulpstrongBenefits for All Part-Time Employees:/strong/pulliRetirement 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./liliPaid Sick and Safe Leave: For your health and safety./liliEmployee Assistance Program (EAP): Access to support and resources./liliFinancial and Banking Services: Various benefits and financial planning assistance./li/ulpApplicants 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./p/div