Business Banking Advisor: Loans & Cash Management

NBT; New York (NY); On-site; USD 74,000 - 98,000; Full time

Benefits offered by this job

401(k) with employer matching

Paid time off

Medical coverage

Dental and vision coverage

Life insurance

Job summary

NBT in New York, NY is seeking a Business Banking Specialist to drive new loan and deposit production while delivering expert advisory services to business clients. The role emphasizes leveraging technology to enhance the client experience and requires strong communication and relationship-building skills.

Ideal candidates will have a 4-year degree (or equivalent) and at least 2 years in banking or related business development, with the ability to travel up to 50% and a valid driver's license.

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 2 years banking or related business development experience.
• Strong written and verbal communication and presentation skills.
• In-depth knowledge of Business Banking products/services including loan, deposit, and cash management.

Responsibilities

• Generate new loan and deposit production (≈50%).
• Provide expert service and advice on credit, deposit, and cash management solutions using internal tech.
• Make referrals to business partners and attend internal meetings.
• Participate in business development activities with branch staff.
• Other duties as assigned (≤5%).

Skills

Business development

Communication

Customer service

Credit knowledge

Industry trends

Independence & teamwork

Education

Bachelor’s degree or equivalent

Job description

NBT in New York, NY is seeking a Business Banking Specialist to drive new loan and deposit production while delivering expert advisory services to business clients. The role emphasizes leveraging technology to enhance the client experience and requires strong communication and relationship-building skills.

Ideal candidates will have a 4-year degree (or equivalent) and at least 2 years in banking or related business development, with the ability to travel up to 50% and a valid driver's license.