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Full-time
high school, bachelor degree
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Retirement
Posted 39d ago
~40 hrs/week
Responsibilities
Responsible for growing and servicing a private banking portfolio by collaborating with internal partners to identify new high-net-worth relationships. Acts as the primary point of contact to implement banking solutions and meet deposit, wealth, and lending revenue goals.
Requirements
Requires a minimum of 3 years of banking experience in client service or management and proficiency in wealth topics and credit basics. A bachelor's degree in business or finance is preferred, along with experience using Salesforce.
Full job 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.
Responsibilites:
Meets assigned goals for portfolio growth, referrals and new business including new deposits, clients, wealth AUM, and revenue (wealth and lending).
Collaborates with internal business partners to identify new private banking opportunities and referrals.Specifically nurtures relationships with wealth and commercial for new business.
Works 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.
Adheres 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.
Manages the client’s financial circumstances with a focus on maintaining a strong relationship with the bank.Provides valuable advisory services.
Maintains an extensive knowledge of all deposit, lending, and cash management solutions to serve as a “trusted advisor” to our clients.
Participates in tactical programs to support the growth of private banking and provides strategic input into business plans and marketing.
Contributes to new product development designed to increase Bank’s penetration of target clients and markets.
Participates in industry, community, and civic organizations/programs to identify other HNW opportunities.Attends HNW events to interact with assigned portfolio.
Prepares 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.
Meets all requirements in terms of bank operations and compliance.
Participates in continuing education programs as requested/required.
Other duties as assigned
REQUIREMENTS:
Basic knowledge of credit is expected.
Strong proficiency in wealth topics and the ability to identify wealth opportunities.
Must be able to analyze complex financial information and implement recommendations.
Use of Salesforce required.
Education and Experience
High school diploma or GED
Bachelor’s degree in business, finance, or related field preferred or equivalent combination of training and work experience.
Minimum 3+ years of banking experience in a client service or management role.
Strong knowledge of financial institution policies and procedures.
May make in market site visits to prospect/client business locations as needed.
Strong organizational and communication skills. Must have the ability to communicate information and ideas so others will understand.
Proven track record of service excellence and business development success.
Computer literacy and experience working with banking-based applications strongly preferred.
At Eastern Bank, we pride ourselves on supporting our employees by offering tremendous opportunity for individual growth. As an inclusive company, we work to ensure that our valued employees are treated fairly, recognized for their individuality, and encouraged to reach their fullest potential. These values have earned us a reputation as a great place to work and provide a strong reason why you should consider a career with us. We are proud to offer comprehensive compensation plans and a benefits program called Total Rewards that includes medical, dental, vision, life and disability insurance, retirement, vacation and tuition reimbursement.
Eastern Bank is an equal opportunity employer. All job applicants will be considered for employment without regard to race, color, religious creed, national origin, sex, sexual orientation, gender identity, genetic information, military service, age, ancestry, or disability.
At Eastern Bank, we are dedicated to building a diverse, equitable, inclusive and authentic workplace. If you’re excited about this role but your experience doesn’t fully align with every qualification, we still encourage you to apply! You may be just the right candidate for this position or others across the company. Our Recruitment team is waiting to chat with YOU.
Founded in 1818, Boston-based Eastern Bank is Greater Boston’s
leading local bank and the largest bank-owned independent
investment advisor in Massachusetts with approximately 110 locations
serving communities in eastern Massachusetts, southern and coastal
New Hampshire, Rhode Island and Connecticut. Eastern provides a full
range of banking and wealth management solutions for consumers and
businesses of all sizes including through its Cambridge Trust Wealth
Management and Private Banking divisions, and takes pride in its
outspoken advocacy and community support that includes more than
$240 million in charitable giving since 1994. An inclusive company,
Eastern is comprised of deeply committed professionals who value
relationships with their customers, colleagues and communities.
Member FDIC, Equal Housing Lender
Investments are not FDIC Insured • May Lose Value • Not Bank
Guaranteed • Not a Deposit • Not Insured By Any Government Agency
Offices: 125 High St, Boston, Massachusetts 02110, US
Based on 2981 listings with disclosed salaries, most sales jobs in Massachusetts pay between $65k–$190k per year. Individual offers vary with seniority, company size, and specialization.
How many Sales jobs are open in Massachusetts right now?
There are currently 6,971 open sales positions in Massachusetts listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Massachusetts?
Companies currently hiring include AutoZone, Lowe's Companies, Inc., Bank of America, O'Reilly Auto Parts, Macy's, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Massachusetts?
Yes — 1883 of the 6971 open sales positions offer remote or hybrid work (857 remote, 1026 hybrid).
How do I apply for Sales jobs in Massachusetts?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.