Senior Small Business Relationship Manager

4 weeks ago

Watertown, United States Cambridge Financial Full time

POSITION: Senior Small Business Relationship Manager

Summary:

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 Small Business Relationship Manager, you will be responsible for building strong relationships with existing customers, understanding their business using data and growing their relationship with strong understanding of our Treasury Management solutions that will help businesses manage their business more efficiently.You will also be responsible for sourcing new business relationships through an existing referral network, prospecting and attending community networking events.

Key Result Areas:

  • Extensive relationship building experience through an advisory approach.Strong knowledge of understanding business life cycles, using data and industry tools to make confident recommendations on solutions to help businesses run their business more efficiently.
  • Strong understanding of business credit, digital tools, and overall business product knowledge.Keep abreast of industry trends and recommend changes to the product set as appropriate
  • Engage and collaborate with teams and stakeholders throughout the organization to foster relationships and problem solve; be empowered to initiate change and coach / mentor teammates to further drive superior service improvements and product offerings. Engage professionally across all channels to assist with every client's need or issue.
  • Meet or exceed business line production goals.Goals include but are not limited to driving deposits, digital solutions, business lending, Treasury Management solutions and referrals to other business lines.
  • Active involvement in our community through participation in key industry and non-profit organizations.
  • Understand and adhere to all Bank Secrecy Act and Anti- Money Laundering (BSA/AML), regulatory, security, retail banking and bank- wide policies and procedures.
  • Performs additional duties as required.
Qualifications:
  • Bachelor's degree in business field preferred
  • 10 years of Banking or Business Development experience.
  • Strong relationship building experience with a proven track record maintaining and growing an existing book of business and acquiring new business.
  • Able to adjust focus based on changing industry trends and product and service offerings.
  • Comfortable operating in a sales and service environment with defined sales goals.
  • Strong interpersonal and networking skills.
  • Ability to collaborate with individuals from various business units.

Location:

Hybrid/Waltham, Massachusetts

About Cambridge Savings Bank:

Cambridge Savings Bank is a full-service banking institution with over $6 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. In March 2023, Kroll Bond Rating Agency affirmed CSB's investment-grade rating, reinforcing the bank's position as a reliable business lender. To learn more about how CSB 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. Member FDIC. Equal Housing Lender. NMLS # 543370

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.

#LI-Hybrid

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