The Cape Cod Five Cents Savings Bank Benefits Overview

Leads the investment management function for approximately $2 billion in assets under management. Oversees portfolio management, investment strategy, fiduciary governance, research, manager selection, compliance, client relationships, business development, and investment operations. Develops and mentors the investment team, advises high-net-worth and institutional clients, monitors portfolios and markets, and partners with wealth management, trust, operations, risk, compliance, and audit teams to deliver disciplined, customized investment solutions.

Summer 2027 banking internship program offering at least 10 weeks of professional development, networking, and exposure to bank operations. Interns will learn about credit, loans, benefits, and personal financial responsibility while engaging with business leaders. Candidates should have strong analytical, computer, communication, and customer service skills. Banking, accounting, or finance experience is preferred, along with cybersecurity awareness.

Processes residential mortgage applications for compliance, accuracy, and timely underwriting. Coordinates communication among mortgage loan officers, customers, underwriters, and vendors; orders verification and underwriting services; reviews disclosures and documentation; obtains missing information; and prepares preliminary loan packages. The role also responds to inquiries, maintains mortgage-processing knowledge, and uses Microsoft Office and web-based lending systems.