Cambridge Trust Company Wellesley , MA 02482
Posted 3 weeks ago
Client Advisor/Universal Banker Cambridge Trust Company
Do you want to use your hospitality, retail, or internship experience to start a career in Banking? If you have a growth mindset combined with superior customer service experience and are done with working nights and weekends, then please apply!
Our Client Advisors/Universal Bankers are the face of Cambridge Trust.
What you get to do:
Participate in our classroom and hands on training program
Build relationships with existing clients, contributing directly to the growth of the office.
You will gain invaluable experience functioning as a trusted advisor to banking clients by providing solutions and delivering exceptional service.
Own interactions in the office from start to finish (inclusive of deposits, withdrawal, wire transfer etc...)
Master technologies to support the clients
Maintain operational excellence and meet all required regulatory and compliance guidelines, policies, and procedures
Collaborate with business partners to bring the entire banks solutions to every client
Participate in groups you are passionate about - Health and Wellness, Employee Engagement, Book Club, Volunteer Committee, CT Pride Alliance just to name a few
You will be successful if you have/are:
1+ years of customer service and cash handling experience
Experience interacting with clients, partners, and team members in a professional and personable manner
Excellent verbal and written communication skills.
Effective decision making and interpersonal skills.
Strong organizational skills.
Strong team player and ability to function in a team environment.
Strong commitment to personal growth, learning, and success.
Customer-centric, relationship-focused growth mindset.
Self-motivated with demonstrated aptitude and desire for sales achievement.
High School/GED Degree (Associates Degree Preferred)
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 were getting at, it doesnt hurt to take a chance and apply!
Cambridge Trust Company is an Equal Opportunity Employer of women, minorities, protected veterans, and individuals with disabilities.
Cambridge Trust Company