Your Goals. Our Guidance.
FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Discover expert advisement and a curated selection of exclusive products and services.
You worked hard to get where you are today. Now, let us help you manage the results of your efforts with the NBT Private Bank Program. We provide a single, dedicated point of contact to facilitate all your banking, wealth management, and insurance needs. We get to know your financial objectives and provide a holistic approach to meeting your goals.
This program focuses on custom, expanded solutions for high-net-worth individuals with a minimum of $500,000 Assets Under Management (AUM) with NBT to make banking easier, vision-oriented, and more consultative.
Ruth Mahoney
President of Wealth Management
April J. Ulrich
Private Bank Regional Executive 518-416-5197 | April.Ulrich@nbtbank.com
Christina Blanchard
Private Bank Relationship Associate 518-934-1556 | CBlanchard@nbtbank.com
DEDICATEDsingle point of contact
CONCIERGElevel of service
CUSTOMIZEDprograms
SPECIALIZEDproducts
EXPEDITEDloan services
We have a competitive suite of specialty products designed to deliver exceptional results. Your personal advisor will take the time to guide you through our member-exclusive options, including:
Non-interest bearing | No overdraft, inactivity or dormancy fees | No ATM fees | No monthly maintenance fee | Specialty branded checks (high-security design)
$10,000 minimum to earn interest | No monthly maintenance fee | No overdraft, inactivity, or dormancy fees
$25,000 minimum to earn interest | No monthly maintenance fee Tiered interest | No overdraft, inactivity, or dormancy fees
Deluxe high-security checks | Safe deposit box | Private Bank debit card | Wire transfers | Zelle® | Digital banking | HSA
Discover member-exclusive options for the following services with referrals from your Private Banker.
HELOC | Jumbo or Regular Mortgages | Line of Credit Loan
Credit Cards | Bridge Financing | Dedicated Credit Person(s)
Payable and Receivable Solutions | Liquidity Management
Fraud Protection & Risk Management
Wealth & Investment Management | Trust and Estate Planning
Retirement Planning | Life Insurance
Private Client Group | Personal Collections - Valuable Items Coverage
Auto and Recreational Vehicles | Homeowners and Umbrella Liability
Investment and Insurance products are not FDIC insured, not a deposit, and may lose value.
Private Bank Regional Executive 518-416-5197 April.Ulrich@nbtbank.com
Private Bank Relationship Associate 518-934-1556 CBlanchard@nbtbank.com
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