Private Client Banker- Central Square (New Build) - Cambridge, MA
On-site · Cambridge, Massachusetts, United States
Cambridge, Massachusetts, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Banker in Cambridge, MA serves affluent clients by managing banking relationships with an advice-based approach, collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with specialists, and promoting self-service options to give clients convenient access to accounts while ensuring compliance with banking regulations and financial-product recommendations aligned with clients' financial needs.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services
- SIE exam (Securities Industry Essentials)
- FINRA Series 6/7 (and state registration, including 63 or 66 if required) and Life licenses
- Dodd-Frank/Truth in Lending Act compliance
- NMLS registration under SAFE Act (required upon start)
- Criminal conviction history review as part of SAFE Act requirements
- High school degree, GED, or foreign equivalent
- Compliance with Dodd-Frank/Truth in Lending Act requirements
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