Job description

A little bit about us:

• We are ranked #1 out of 41 companies on the NASDAQ that have 5 or more female directors https://tinyurl.com/42anht6m
• Cambridge Trust has had 2 recent mergers https://tinyurl.com/56exztz3 https://tinyurl.com/xf2eyx9
• Experiencing continued growth https://tinyurl.com/c6ycpu26
• Cambridge Trust supports 270 plus organizations through charitable giving as well as an additional $100,000 to organizations focused on eradicating racism.

Summary: For immediate consideration, please text CAMA to 617-307-7669.

Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.

Cambridge Trust offers competitive salaries and benefits packages, including ample vacation and sick time, tuition reimbursement and a 401K match program the very first day of your employment. Join a dynamic, stable and growing company within the banking industry.

In this role as Client Advisor / Universal Banker you will support several Massachusetts banking offices in proactively developing new business opportunities and deepening relationships with existing clients, contributing directly to the growth of the office. You will gain invaluable experience functioning as a “trusted advisor” to banking clients by providing solutions and delivering exceptional service.

As you grow your career, you will work collaboratively with internal business partners to bring the entire bank’s capabilities to our clients. You will support the growth of the banking office, and also work in a universal role, handling any client needs from basic teller transactions to more complex banking / wealth management inquiries. As the ideal candidate, you will be expected to work independently and to learn proficiency in Cambridge Trust banking services.

In this role you will:

• Market full range of services to every client through lobby leadership, outbound calling, marketing and banking center events
• Effectively and efficiently resolve customer issues, looking for solutions proactively
• Maintain compliance with federal and state regulations and adhere to bank policies and procedures
• Develop a strong understanding of the bank’s capabilities across all business lines- deposits/banking, credit, and investment, for both personal and business goals for clients
• Provide flexibility of coverage to other locations and fill in on teller line or perform teller functions as needed
• Identify, build and strengthen relationships to increase community visibility, through superior and interactive client experience
• Anticipate financial needs of client and offer solutions through knowledge of wide range of products, services, and expertise conveying the bank’s value propositions
• Collaborate with business partners to bring the entire bank’s solutions to every client
• Own interactions in the office from start to finish
• Master technologies to support the clients
• Proactively source, acquire, and expand high-value client relationships by maximizing sales and service opportunities
• Maintain operational excellence and meet all required regulatory and compliance guidelines, policies and procedures

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Cambridge, MA 02142: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• High school or equivalent (Preferred)

Experience:

• Cash handling: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: One location

offroadmanagementgroup.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, offroadmanagementgroup.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, offroadmanagementgroup.com is the ideal place to find your next job.