Derek Smith

Vice President, Private Banker @Cambridge Trust

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

Vice President, Private Banker @Cambridge Trust

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Boston, MA, US

I serve as a primary point of contact for commercial and individual clients, providing access to Cambridge Trust’s full suite of financial services. My focus is on building and deepening Private Banking relationships with clients who benefit from our integrated offerings, including:Banking ServicesResidential & Commercial LendingCash ManagementWealth ManagementAs the central relationship manager, I ensure each client receives exceptional service and that their financial needs—personal and professional—are identified, addressed, and supported through coordinated solutions. My approach is rooted in trust, responsiveness, and long-term partnership.

EDUCATION

2001 — 2005

University of New Hampshire

Bachelor of Arts (BA), Political Science (Major), Justice Studies Minor

2013 — 2015

University of Phoenix

Master of Business Administration (M.B.A.)

SKILLS

CreditMortgage LendingFinancial AnalysisMicrosoft OfficeFinancial RiskCustomer ServiceCredit RiskCommercial BankingMicrosoft ExcelConsumer LendingRetail BankingOutlookSmall Business LendingPortfolio ManagementLoansRisk ManagementCash ManagementCredit AnalysisCommercial Lending

ABOUT DEREK SMITH

Experienced Benefits Consultant with a demonstrated history of working in the insurance industry. Skilled in Group Health Benefits, Health Insurance, Captive Insurance, Retail Banking, Credit Risk, and Loans. Strong sales and management professional, M.B.A.

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