Sara Sarkis Email & Phone Number

With more than 20 years of experience working with clients to help them achieve their financial goals, I am motivated by the challenge of each individual’s unique situation. I build relationships based on trust and provide consultative expertise, tapping into the tremendous resources available at Cambridge Trust.

Listed skills include Private Banking, Bank Relationship Management, Financial Services, Asset Management, and 1 others.

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  Senior Vice President, Senior Relationship Manager

  Cambridge Trust Company

  Apr 2017 - Present - One Federal Street Boston Ma

  I provide commercial and individual clients with a single point of contact to access the full array of financial services available at Cambridge Trust. I am responsible for developing new Private Banking relationships with clients that can benefit from one or more of our banking and wealth management services including: banking services, residential and commercial lending, cash management and wealth management. As the central relationship manager, I ensure that clients receive the highest… Show more I provide commercial and individual clients with a single point of contact to access the full array of financial services available at Cambridge Trust. I am responsible for developing new Private Banking relationships with clients that can benefit from one or more of our banking and wealth management services including: banking services, residential and commercial lending, cash management and wealth management. As the central relationship manager, I ensure that clients receive the highest possible level of service and that all of their financial needs are being identified and addressed. Show less

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  Nichols College

  Marketing And Psychology