{"id":1861878,"url":"https://alion.io/job/cambridge-trust-private-banking-relationship-manager","title":"Private Banking Relationship Manager","company":{"id":2296578,"name":"Cambridge Trust","domain":"cambridgetrust.com","url":"https://alion.io/company/cambridgetrust","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":100,"open_postings":3,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":53,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Brockton, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":75000,"max_usd":156000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1708},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-06-29T17:37:32Z","employer_posted_date":"2026-06-29","last_verified_at":"2026-10-21T23:17:48Z","board_verified":true,"closed_at":null,"days_open":114,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":113},"description":"Responsible for growth of the private banking portfolio and servicing of private banking clients.Actively collaborates with internal business partners (wealth, commercial, business banking, retail) to identify and nurture new private banking relationships.Maintains a portfolio of the bank’s top clients and oversees the servicing and nurturing of the relationship with assigned client team.Meets deposit, wealth, lending and fee revenue goals for assigned portfolio and new business goals.\nResponsibilites:\nMeets assigned goals for portfolio growth, referrals and new business including new deposits, clients, wealth AUM, and revenue (wealth and lending).\nCollaborates with internal business partners to identify new private banking opportunities and referrals.Specifically nurtures relationships with wealth and commercial for new business.\nWorks with assigned team to ensure the needs of the clients are met leveraging the bank’s full capabilities to provide solutions. Acts as the “quarterback” to ensure clients’ banking solutions are implemented.\nAdheres to onboarding guidelines and client experience practices to ensure the retention and delight of the bank’s top clients. Provides high level servicing to assigned portfolio of clients.\nManages the client’s financial circumstances with a focus on maintaining a strong relationship with the bank.Provides valuable advisory services.\nMaintains an extensive knowledge of all deposit, lending, and cash management solutions to serve as a “trusted advisor” to our clients.\nParticipates in tactical programs to support the growth of private banking and provides strategic input into business plans and marketing.\nContributes to new product development designed to increase Bank’s penetration of target clients and markets.\nParticipates in industry, community, and civic organizations/programs to identify other HNW opportunities.Attends HNW events to interact with assigned portfolio. \nPrepares monthly client servicing and referral tracking/call report, including documentation of client contacts and discussions and amount of additional deposit, wealth and loan activity generated by business development activities. \nMeets all requirements in terms of bank operations and compliance.\nParticipates in continuing education programs as requested/required.\nOther duties as assigned\nREQUIREMENTS:\nBasic knowledge of credit is expected.\nStrong proficiency in wealth topics and the ability to identify wealth opportunities. \nMust be able to analyze complex financial information and implement recommendations.\nUse of Salesforce required.\nEducation and Experience\nHigh school diploma or GED\nBachelor’s degree in business, finance, or related field preferred or equivalent combination of training and work experience.\nMinimum 3+ years of banking experience in a client service or management role.\nStrong knowledge of financial institution policies and procedures.\nMay make in market site visits to prospect/client business locations as needed.\nStrong organizational and communication skills. Must have the ability to communicate information and ideas so others will understand. \nProven track record of service excellence and business development success.\nComputer literacy and experience working with banking-based applications strongly preferred.","description_format":"text","description_chars":3294,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Services","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-04T20:44:30Z"}],"visa":[],"liveness":{"score":15,"band":"cold","label":"Long shot","p_open":1,"p_active":0.551,"p_room":0.28,"age_days":113,"expected_fill_days":53,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/cambridge-trust-private-banking-relationship-manager","json_url":"https://alion.io/job/cambridge-trust-private-banking-relationship-manager.json","meta":{"generated_at":"2026-10-22T01:59:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1345,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2296578},"rest":"https://alion.io/mcp/rest/get_company?id=2296578"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcambridge-trust-private-banking-relationship-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcambridge-trust-private-banking-relationship-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcambridge-trust-private-banking-relationship-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cambridge-trust-private-banking-relationship-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcambridge-trust-private-banking-relationship-manager"}]}