POSITION: SENIOR RELATIONSHIP BANKER – LICENSED BANKER
At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community’s financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion.
As a Senior RB/LB you have a proven track record of building strong customer relationships through an advisory approach. You consistently deliver an exceptional customer experience and build strong customer relationships. You will manage a customer’s complete banking relationship, to include investment solutions through an analysis of customer’s financial goals now and into the future. Effectively collaborate with business partners to improve customer’s financial well-being and retain and deepen relationships
Key Result Areas:
Consistently deliver an outstanding customer experience and build strong customer relationships
Deliver innovative banking and investing solutions, the most welcoming and friendly service, and an advisory approach
Highly motivated individual that is also part of a team, collaboratively working together to achieve team goals
Lead by example and confidently recommend all our digital solutions so our customers have the resources needed to bank at their convenience
Use data to better understand our customers, tailor appropriate solutions to build strong customer relationships
Grounded in integrity, adhere to all regulatory and compliance guidelines
Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures
Perform additional duties as required
Associates Degree and 5 years work experience in banking or financial services
3+ years financial services experience plus FINRA Series 65 (or 66) License required
Demonstrate experience in assessing customer needs and recommending products/services to fulfill those needs
Demonstrated success using a value-added, relationship-centric approach to acquire and deepen client relationships
Strong communication and interpersonal skills, with the ability to interact with diverse groups
Customer service focus with experience handling complex transactions across multiple systems
Experience mentoring and peer-coaching others
Strong attention to detail with a focus on data integrity
The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job.
Harvard Square - Cambridge, Massachusetts
About Cambridge Savings Bank:
Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship.
Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.