- NBT Bank (Williamsville, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for ... the bank 's high net worth private banking clients. Optimizes client relationships by positioning and...financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line… more
- KeyBank (Buffalo, NY)
- …net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc) ... provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of… more