Our Universal Banker/Client Advisors are the faces of Cambridge Trust! As a member of our Float Pool, you will support our Massachusetts Branches.
You will have the opportunity to interact daily and provide white glove service for our growing client base.
If you have a year or more in a customer facing role in banking, finance or customer support ,want to get out of a dead end job and the chance to be mentored, then we want to talk to you! Here is a little glimpse in what you will get to do:
Support the office by proactively developing new business opportunities and deepening relationships with existing clients in order to contribute directly to the growth of the office.
Manage a portfolio of clients to deliver an outstanding “concierge level” service experience.
Enhance the relationships, balances, and profitability of assigned portfolio of clients.
Function as “trusted advisor” to banking clients providing solutions and delivering exceptional service.
Work collaboratively with internal business partners to bring the entire bank’s capabilities to our
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