This position will assist the bank in meeting its goals for deposit, loan and revenue growth of new high net worth clients and commercial relationships. This position will support multiple Corporate Banking Relationship Managers with loan processing, deposit and cash management account opening, processing, and/or account maintenance requests for a portfolio of SME and high net worth customers. Supports the Relationship Managers and Professional Bankers as they work with local Centers of Influence, business prospects, community leaders and professionals to build a strong book of business and acquire new relationships for the bank. This candidate will work closely with business partners to identify business opportunities and make referrals across business lines, as applicable. This position requires a highly visible profile and referral network.
COMPLIANCE: Maintain an excellent understanding of applicable regulations and laws related to deposit account opening and lending interactions including but not limited to; Bank Secrecy Act; Privacy; and Fair Lending. Maintain and up to date understanding of Bank policies and procedures as they relate to Compliance.
EDUCATION and/or EXPERIENCE:
At least 3 years’ experience performing administrative functions in a financial sales environment. Prior direct experience supporting Commercial Lenders preferred. Superior level of customer service, satisfaction and engagement skills required. Strong written and verbal communication skills with the ability to effectively interact with customers and other bank personnel across functional lines. Maintain proficient technical skills and computer knowledge. Thorough understanding of HarborOne’s products and services or ability to learn. A strong sales-oriented personality is a must along with the ability to motivate others and work successfully in a team atmosphere. This position requires a flexible work schedule to participate in community activities/organizations, and maintain a highly visible profile through participation in business, social, and networking events.