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Posted: Wednesday, November 29, 2017 1:51 AM

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Senior Client Advisor

Description

Cambridge Trust

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

Department: Retail Banking
Location: Cambridge, MA

The Senior Client Advisor will:
• Attract, deepen and manage relationships with a focus on affluent clients.
• Identify, build and deepen relationships to increase our penetration within the Kendall Square community through a superior and interactive client experience.
• Anticipate the financial needs of the client and offer solutions through a wide range of products, services and expertise
• With the support of internal partners, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide the full complement of financial solutions.
• Provide regular value-added engagement with clients through face-to-face meetings in branch, through digital channels and at client's preferred location.
• Act as a single point of client contact through consistent communication with your portfolio.
• Master the identification of referral opportunities to deepen the existing portfolio.
• Proactively source, acquire and expand high value client relationship by maximizing sales and service opportunities.
• Refer opportunities to partners where appropriate (including, but not limited to Consumer Lending, Wealth Management and Commercial Banking).

Qualifications:
• Bachelor's degree and/or 5+ years of relative banking industry experience as a client advisor.
• Excellent background in financial institution operating policies and procedures, banking regulations (state and federal), employee development and public relations.
• Strong sales-oriented personality with outgoing and professional manner.
• Excellent interpersonal relations and communications skills.
• Deep knowledge of digital banking products and services.
• Knowledgeable of social medias and the use of communications technology (Ex: Skype for business; WebEx; etc.).

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

Apply Here: http :// www. Click2apply. net/v9kxb53y3gcwrtc4

PI100337423

How to Apply
Apply Online

Contact

Name
Linda Sullivan

Job Title
Human Resources Officer

Address
1336 Massachusetts Ave, Cambridge, MA 02138

Phone
617-441-1546

Email
linda.sullivan@cambridgetrust.com

• Location: Boston

• Post ID: 52384967 boston
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