Client Advisor - Operations Specialist (Weston)

Cambridge Trust Company Weston , MA 02193

Posted 2 weeks ago


Supervises the overall integrity of banking office operations. Maintains office cash position and currency accounts. Oversees audit functions and specific office functions relating to account opening, BSA, USAPatriot Act, CIP, CDD, OFAC and other federal and state regulations. Manages and oversees compliance with banking office policy and procedure, reporting to the office management.


  • Oversees operations of assigned office. Provides supervision and guidance to staff assigning and coordinating workflow.

  • Assists in the training of staff on all aspects of office operations.

  • Performs normal universal duties.

  • Ensures all bank policy and procedure is followed including cash drawer set up, limits, cash handling, security, processing, batching, safe deposit procedure, and compliance reports.

  • Files CTRs on incoming/outgoing transactions that exceed $10,000.

  • Assists others in research, errors, escalated service issues, unusual transactions and customer inquiries.

  • Reviews account opening and servicing on a daily basis as the first line of oversight to identify discrepancies to policy.

  • Assists in security testing.

  • Services ATMs on a regular basis according to procedure.

  • Monitors and/or ensures compliance with federal and state laws and regulations, including but not limited to Bank Secrecy Act and Anti-Money Laundering.

  • Provides for adequate supplies.

  • Attracts, develops, and manages relationships within the banking office. Uncovers needs and provides suitable solutions.

  • Identifies, builds, and strengthens relationships to increase penetration within community, through superior and interactive client experience.

  • Provides regular value-added engagement with clients through face-to-face meetings in Office, through digital channels, and at client's preferred location.

  • Proactively sources, acquires, and expands high-value client relationships by maximizing sales and service opportunities.

  • Refers opportunities to partners, where appropriate, including but not limited to Consumer Lending, Wealth Management, and Commercial Banking.

  • Participates in banking center calling initiatives, outreach and marketing.

  • Meets or exceeds assigned goals for new business, service excellence and operational performance.

  • Markets full range of services to every client through lobby leadership, outbound calling, marketing and banking center events.

  • Effectively and efficiently resolves customer issues, looking for solutions proactively.

  • Provides flexibility of coverage to other locations, as needed.


  • High School Diploma or GED. Associate's or Bachelor's degree preferred.

  • Supervisory or teller line management experience preferred.

  • Minimum 2 years of teller or customer service and retail/sales/business development experience.

  • Strong background in financial institution operating policies and procedures, banking regulations (state and federal) and public relations preferred.

  • Prior experience making outbound calls to clients or business clients and/or prospects.

  • Prior banking experience preferred.

  • Strong knowledge of small business, mortgages, wealth management and lending services.

  • Knowledge of social media and the use of communications technology (e.g., Skype for business, WebEx, etc.). Excellent understanding of banking office technology for onboarding clients.

  • Solid understanding of Bank product and service offerings.

  • Excellent verbal and written communication skills.

  • Effective decision making and interpersonal skills.

  • Strong organizational skills.

  • Ability to interact with clients, partners, and team members in a professional and personable manner.

  • Ability to follow established policies and procedures.

  • Ability, motivation, and preference to succeed in a goal-driven environment.

  • Ability to flex in and out of various roles as needed for the client- including teller, platform.

  • Strong team player and ability to function in a team environment.

  • Strong commitment to personal growth, learning, and success.

  • Self-motivated with demonstrated aptitude and desire for sales achievement.

Working Conditions/Physical Demands:

  • Normal office environment.

  • Frequent sitting and standing at a desk.

  • Heavy keyboard use.

  • Ability to work flexible schedule, Monday through Saturday.

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Client Advisor - Operations Specialist (Weston)

Cambridge Trust Company