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Private Banking Service & Onboarding Manager - We are open to NH or MA for Office
Summary:
Supports the onboarding, nurture and servicing of the banks top clients as the operational and administrative support for the Private Banking Division as the lead of the Client Service & Onboarding Specialist team. Functions as a 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. Oversees quality assurance and audit preparation for the Division.
This position will act as team lead in supporting the onboarding, servicing and growth of the banks top client portfolio. Key responsibilities include the following: Opening consumer and business accounts, account maintenance; wire transfers; onboarding basic treasury management services and online/mobile banking; setting up banking limits and triggers for escalation processes; Salesforce proficiency; oversight of the divisions quality assurance program, audit preparation, collaboration with internal audit, contributing to the divisions policy and procedure library, referring to business partners; facilitating appointment setting and document fulfillment; managing client needs at the request of the Private Banking Portfolio and Relationship Managers as assigned by the SVP, Team Lead, Private Banking.
Primary Responsibilities:
Onboarding new clients. Servicing of existing client needs. Operational support to Private Banking & Relationship Management Team. Quality assurance and audit preparation. Coaching members of the Client Service & Onboarding Specialist (CSOS) team. Education of Private Banking Clients. Tracking and documentation in Salesforce. Referrals and Reporting. Event planning. Family Office tasks as needed.
Responsibilities:
Qualifications:
Full Time
Banking
$110k-147k (estimate)
05/24/2024
07/23/2024
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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