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


Senior Client Advisor


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).

• 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


How to Apply
Apply Online


Linda Sullivan

Job Title
Human Resources Officer

1336 Massachusetts Ave, Cambridge, MA 02138



• Location: Boston

• Post ID: 52384967 massachusetts is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017