Investment Executive
Cape Cod Cooperative BankMassachusetts, United States
Posted October 30, 2025
Full Time
About the Company
Cape Cod Cooperative Bank is a community-focused financial institution based in Hyannis, MA, offering retail banking services such as account management, customer assistance, and relationship banking. The bank emphasizes personalized customer service and local community engagement, providing a range of banking products and support for customers' financial goals.
Job Description
We are seeking an experienced Investment Executive to cultivate and manage client relationships, offering tailored investment solutions. This role involves developing new business, providing expert guidance on financial planning, and ensuring client financial goals are met. The ideal candidate will be passionate about investment banking and possess strong sales and customer service skills.
Requirements
- Develops and maintains client relationships
- Provides financial advice and recommendations
- Executes investment transactions
- Monitors market trends and economic data
- Identifies new business opportunities
Benefits
- Health dental and vision insurance
- Tuition reimbursement
