Summary:

Develops new deposit and treasury management relationships for small and midsize businesses, nonprofit organizations, business professionals and high-net-worth individuals within the Bank’s assessment area. Achieves goals in deposit and revenue growth and as well as referring wealth management opportunities. Supports the bank’s CRA efforts and target verticals.

Responsibilities:

• Participates in new business development activities with prospective and existing clients to increase market share and achieve growth targets in deposits, wealth and revenue. Supports the bank’s target verticals including professionals, Not-For-Profit, Life Sciences, Medical/Dental and geographic initiatives for expansion.
• Collaborates with other business partners to enhance each relationship and deliver a private bank experience. Looks holistically at every client to bring the full capabilities of the bank to each client.
• Supports the business development activities of the offices and provides expertise in business interactions involving more complicated deposit banking and treasury management solutions.
• Maintains an extensive knowledge of all deposit, lending and treasury management solutions to serve as a “trusted advisor” to our clients. Industry expertise in key verticals is preferred.
• Refers clients and prospects to Commercial Lending, Private Banking, Residential Lending and Retail staff, as appropriate, for purpose of cross-selling other Bank products and services.
• Assists Bank in meeting its goals of sales and service by providing highest level of client service, through an ongoing commitment to improvement in knowledge, productivity, and job efficiency.
• Contributes to new product development designed to increase Bank’s penetration of target clients and markets.
• Participates in industry, community, and civic organizations/programs to market and promote Bank’s products and services.
• Assists Branch Officers in establishing and nurturing contacts within branch community and in selecting organizations/programs which offer greatest potential for business development.
• Partners and collaborates with Office Managers to generate new business leads in the community.
• Prepares monthly sales tracking/call report for Director of Business Banking, including documentation of client contacts and discussions and amount of additional deposit and loan activity generated by business development activities.
• Keeps abreast of business climate within branch community and reports observations and recommendations that could impact general business decisions; seeks opportunities for Bank to improve its competitive position.
• Represents Bank in a professional, courteous manner to all clients, associates, vendors, and public.
• Embodies the core values of the bank.

Qualifications:

• High school diploma or GED.
• Bachelor’s degree in business, finance, or related field preferred or equivalent work experience.
• Minimum 5 years of business banking experience.
• Basic knowledge of financial institution policies and procedures.
• Excellent verbal and written communication, sales, and public relations skills.
• Strong community ties and a proven track record of sales/business development success.
• Valid U.S. Driver’s License.

Working Conditions/Physical Demands:

• Normal office environment.
• Frequent sitting and standing at a desk.
• Heavy keyboard use.
• Ability to travel, by car, approximately 80% of the time.

Individuals must be in compliance with Cambridge Trust’s COVID 19 Vaccination Policy. For a copy of this policy, and/or reasonable accommodations, please contact HumanResources@cambridgetrust.com.

Although we list out what we generally look for, we are likely missing other attributes and skills you have that could make you a great fit. Research has shown, this especially applies to women and other marginalized groups who tend to apply if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we’re getting at, it doesn’t hurt to take a chance and apply!

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