Jobs at The Cape Cod Five Cents Savings Bank

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.

Supports investment advisors by processing securities and annuity transactions, opening and maintaining client accounts, managing compliance files, coordinating with back-office and product providers, preparing reports, handling customer requests, scheduling appointments, and monitoring transfers and required minimum distributions. The role also maintains records, supports client communications, promotes investment services, assists with estate and tax-related account matters, and completes required licensing and continuing education.

Manages investment accounts and develops strategies to meet investment goals. Oversees portfolio performance and ensures compliance with financial regulations. Engages in business development and promotes bank products.

Serve as a trusted HR partner to business leaders, supporting workforce planning, full-cycle recruitment, employee relations, performance management, HR policy implementation, HR systems usage, change initiatives, and colleague engagement across the bank.