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Summary:
Supports the Massachusetts offices in proactively developing new business opportunities and deepening relationships with existing clients in order to contribute directly to the growth of the office. At the Office Managers direction, manages a portfolio of clients to deliver an outstanding concierge level service experience. Enhances the relationships, balances, and profitability of assigned portfolio of clients. Functions as trusted advisor to banking clients providing solutions and delivering exceptional service. Works collaboratively with internal business partners to bring the entire banks capabilities to our clients. Senior level position within the office capable of providing management back-up, as needed.
Responsibilities:
Qualifications:
Working Conditions/Physical Demands:
The above statements are intended to describe the general nature and level of work being performed by people assigned to do this job. The above is not intended to be an exhaustive list of all responsibilities and duties required.
Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
*External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis
Full Time
Banking
$71k-105k (estimate)
01/06/2024
06/03/2024
cambridgetrust.com
CAMBRIDGE, MA
200 - 500
1890
DENIS K SHEAHAN
$50M - $200M
Banking
Cambridge Trust is a private bank that creates custom financial solutions to build, grow and protect wealth for the needs of todays individuals, families, businesses, private partnerships and nonprofit organizations. Each of our clients has a dedicated private banker who understands their needs and priorities and provides direct access to personal banking, residential lending, commercial banking and wealth management expertise. We have a legacy of financial strength and credibility, always staying true to our core value of doing whats in the best interest of our clients. Our aim is to deliver ...the most important return of all trust. Member FDIC. Equal Housing Lender Investments are not FDIC Insured May Lose Value Not Bank Guaranteed Not a Deposit Not Insured By Any Government Agency 2021 Cambridge Trust Company. All Rights Reserved.
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