Financial Advisors Private Banking Administrator
Financial Advisors Private Banking Administrator
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Job Description
Grow your career with Mascoma Bank!
We are seeking a collaborative and customer focusedFinancial Advisors & Private Banking Administratorto join our team in providing excellent service to our clients and communities. As a primary responsibility you will provide support to the Mascoma Financial Advisors and Mascoma Private Banking departments focusing on all aspects of client service and relationship management. This includes duties such as answering incoming phone calls facilitating account openings processing client transactions and handling various account maintenance needs and research requests. You will work closely with the rest of our team in delivering outstanding client experience.
The ideal candidate will possess a college degree or have equivalent work experience in a relevant field. They should have a solid understanding of financial/FINRA regulations. Additionally proficiency in Microsoft Office suite products and Outlook are essential for this role. Excellent people and communication skills with prior experience in a client service capacity. They should demonstrate strong interpersonal abilities ensuring effective communication. Adheres to and upholds all written policies and procedures of the Bank including BSA/CIP and OFAC monitoring and reporting security operation and personnel policies.A key requirement for this position is the ability to maintain the highest levels of confidentiality and privacy safeguarding sensitive information with utmost integrity.
This position can be performed hybrid out of our office in Norwich VT.
The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives experiences and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool increasing team member engagement through professional development and community outreach activities and offering personal growth workshops and teambuilding opportunities. By embracing diversity equity and inclusion we strengthen our communities and ourselves.
Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race ethnicity religion color national origin gender sexual orientation gender identity gender expression age veteran status status as an individual with a disability or other applicable legally protected characteristics. To request a reasonable accommodation please contact
As a Certified B Corporation our vision is to be force for positive change for our customers communities and employees. We offer on the job training comprehensive benefits and opportunities for growth and development.
Starting pay for this role is $22.64 27.07 depending on experience.
Mascoma Bank is an Affirmative Action and Equal Opportunity Employer M/F/D
Required Experience:
Unclear Seniority
Employment Type
Full-Time
