Position Overview:
Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring timely follow-ups. The position also prepares documentation, schedules meetings, supports compliance and workflow processes, and handles sensitive financial information with professionalism and discretion.
Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
Serve as primary point of contact for clients, delivering prompt, professional and high-quality serviceSupport and help manage ongoing client relationships through regular communication, follow-ups and issue resolutionsCoordinate client onboarding, including account opening, transfer and required documentationPrepare, process and maintain accurate client and account records in accordance with firm and regulatory requirementsSchedule and coordinate client meetings, prepare meeting materials, and assist with post-meeting follow-upAssist advisor(s) with day-to-day operational tasks to ensure efficient workflow and time managementSupport compliance processes, including document management, disclosures and audit preparationMonitor account activity and assist with service requests such as distributions, contributions and updatesMaintain confidentiality of client information and adhere to all privacy and security standardsCollaborate with internal team to resolve client and administrative needsTrack referrals from bank business partners to the assigned Financial Advisor(s) from start to finish. Provide referring employees with status updates regarding the sales process.Independently composes correspondence and statistical, financial and narrative reports as required.Other Responsibilities:
Perform related and unrelated duties as may be required.
Requirements: Associate's Degree and seven years of administrative or client service experience in a financial services, wealth management or advisory environment, or an equivalent combination of education and professional experience.Proven experience supporting financial advisors and managing client relationships, including experience and demonstrated knowledge of account opening, maintenance and compliance processesHigh level of professionalism and discretion with confidential information Excellent oral and written communications, organization, and follow-up skills. Customer focus and a proven track record of working collaboratively with internal and external customers.Prior experience in a brokerage or investment services environment with demonstrated knowledge of processes, procedures and regulations. Ability to prioritize tasks within defined responsibilities and apply bank and department policies and procedures.Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint, and Access) and CRM systems; familiarity with advisor platforms preferredAvidia Bank is an Equal Opportunity Employer/Veterans/Disabled
Member FDIC/DIF
PM21
Compensation details: 0 Yearly Salary
PIc930689be41d-2507
Read LessOverview:
Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives.
Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets. Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank's mission of being a dedicated and responsible corporate citizen.Other Responsibilities:
Perform related and unrelated duties as may be required.Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled
Member FDIC/DIF
PM21
Compensation details: 20-22 Hourly Wage
PIffe1661ec5-
Read LessThe Mobile Banker position requires the ability to travel to any of the nine branches in our network including Hudson, Marlborough, Westborough, Framingham, Leominster, Shrewsbury, Northborough and Clinton. Experienced relationship bankers will be considered for higher level positions.
Overview:
Proactively explores customer needs and recommends solutions to expand and retain retail and business relationships. Performs a wide variety of transactions to service customers in conformance with established Bank policies and procedures. Contributes to the fulfillment of branch and company goals and objectives.
Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers:
Provide efficient, effective and courteous customer service while performing a variety of transactions including processing deposits, withdrawals, payments, cashing checks, processing credit card cash advances, etc.Assist customers with account inquiries, changes, and updates, including address changes, debit card replacements, and online banking support.Educate customers on available banking products and services, identifying opportunities to deepen relationships by making referrals and sales in line with established targets.Open new consumer checking, savings, and other deposit accounts while ensuring compliance with bank policies and regulatory requirements.Represent the Bank in the communities it serves by participating in civic/community organizations to assist in brand awareness and supporting the Bank's mission of being a dedicated and responsible corporate citizen.Other Responsibilities:
Perform related and unrelated duties as may be required.Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled
Member FDIC/DIF
PM21
Compensation details: 20-22 Hourly Wage
PIe69ba23c29fd-4841
Read LessPosition Overview:
The Payments Portfolio Manager is responsible for supporting the Bank's payments services sponsorship program portfolio. Reporting directly to SVP Card & Payments Solutions, this position is primarily focused on overseeing customer and prospect review processes, administering committee functions, relationship management activities, portfolio analysis and monitoring related to the Bank's expanding fintech and payments partner portfolio.
Primary Responsibilities:
Customer Review Process Management:
Lead coordination of end-to-end customer review process for existing and prospective fintech and payment partners, including: Schedule and organize periodic reviews according to bank policy and regulatory requirements ensuring timely completionCoordinate collection and review of required documentation (financial statements, audits, etc.)Coordinate input from multiple internal stakeholders, including credit, compliance, risk, operationsCompile comprehensive review packages including financial performance, compliance status, risk metrics, and operational updates, documenting review findings, recommendations, and required action itemsFollow-up on remediation items and track completion of review-related requirements while maintaining centralized repository of all customer review documentationPrepare summary reports of review outcomes for senior management and committeesPortfolio Analysis & Credit Risk MonitoringConduct ongoing portfolio analysis and credit, compliance, and financial risk assessment activities:
Monitor portfolio credit risk exposure and identify emerging risks or trends requiring attentionTrack key credit metrics and financial performance indicators across the portfolioIdentify portfolio concentrations, weaknesses, or areas requiring enhanced monitoringSupport development of risk mitigation strategies and credit recommendationsPortfolio Support & AdministrationManage tracking of portfolio performance metrics:
Coordinate monthly and quarterly reporting activities for internal stakeholders, management and committeesMaintain compliance calendars and tracking systems for renewals, reviews, and other requirementsMaintain portfolio documentation, including contracts, amendments and other relationship documentsTrack key performance indicators and flag variances or trends requiring review or escalationAssist with evaluation of new payments partnership opportunities, including conducting preliminary research and analysis on prospective partnersAssist with relationship management related activities, including direct communication with payments partnersPayments Committee Administration:
Coordinate all aspects of the Payments Committee including scheduling meetings, preparing agendas and distributing materialsCompile and organize documentation for committee review including new program proposals, renewals, periodic reviews, reports and other materialsRecord and distribute meeting minutes and action itemsMaintain committee documentation and ensure proper record-keepingOther Responsibilities:
Supports compliance with regulatory requirements, card brand rules, and bank policies. Performs related or unrelated duties as required and special projects as assigned to achieve overall strategic objectives.
Avidia Bank is an Equal Opportunity Employer/Veterans/Disabled
Member FDIC/DIF
PM21
Compensation details: 0 Yearly Salary
PI731af7e764ad-2547
Read Less