NBT Private Bank
Your Goals. Our Guidance.
Private Bank
Reach higher with an elevated banking experience.
Discover expert advisement and a curated selection of exclusive products and services.
Our Program
You’ve worked hard to get where you are today. Now, let us help you manage the results of your efforts with NBT Private Bank Program. We provide you with 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 you with a holistic approach to meeting your goals.
Who Benefits
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.
- High-net worth individuals and families
- Minimum investable assets of $500,000
- C-Suite executives, physicians, business owners, and more
Let us help you realize your financial vision.
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
YOUR GOALS. OUR GUIDANCE.
DEDICATED
single point of contact
CONCIERGE
level of service
CUSTOMIZED
programs
SPECIALIZED
products
EXPEDITED
loan services
Explore our Member Exclusive Products and 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:
DEPOSIT SOLUTIONS
NBT Private Bank Checking
Non-interest bearing | No overdraft, inactivity or dormancy fees | No ATM fees No monthly maintenance fee | Specialty branded checks (high-security design)
NBT Private Bank Savings
$10,000 minimum to earn interest | No monthly maintenance fee No overdraft, inactivity or dormancy fees
NBT Private Bank Money Market Account
$25,000 minimum to earn interest | No monthly maintenance fee Tiered interest | No overdraft, inactivity or dormancy fees
Other Services
Deluxe high security checks | Safety 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.
Lending Solutions
HELOC | Jumbo or Regular Mortgages | Line of Credit Loan
Credit Cards | Bridge Financing | Dedicated Credit Person(s)
Business
Payable and Receivable Solutions | Liquidity Management
Fraud Protection & Risk Management
Wealth Management
Wealth & Investment Management | Trust and Estate Planning
Retirement Planning | Life Insurance
NBT Insurance
Private Client Group | Personal Collections - Valuable Items Coverage
Auto and Recreational Vehicles | Homeowners and Umbrella Liability
We're ready to help. Let's connect today.
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