Boston Private Bank & Trust Company

  • Client Service Representative I

    Job Locations US-MA-Boston
    Posted Date 1 month ago(12/12/2018 1:24 PM)
    Job ID
    2018-1933
    # of Openings
    1
    Category
    Deposit Management
  • Overview

    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. 

    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.

     

    The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals at this level are expected to use some independence of thought but refer more complex transactions to other experts. Client Service Representative will identify cross-sell opportunities and make appropriate referrals.  Provide assistance to Office Manager for operational and compliance tasks in the day to day operations of the office. 

     

    *No nights or weekends required

     *Great work/life balance

     *No sales goals

    Responsibilities

     Sales & Service

    • Promote service excellence by modeling exceptional client service characteristics to retain and build existing relationships with clients.
    • Meet and exceed sales and service goals and objectives.
    • Respond to difficult or complex product and service inquiries from clients, team members and business partners.
    • Build internal and external relationships through exceptional problem solving, ownership and follow-through.
    • Model exemplary client service behaviors.

     

    Internal Operations

    • Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff.
    • Ensure compliance with all Federal, State and local laws as well as BPB&TC policies and procedures.
    • Ensure accurate and timely processing of platform transactions.
    • Assist in all office operations with platform and teller processing.
    • Oversee all operations procedures pertaining to the ATM
    • Other duties as required.
    • 100% transactional

    Qualifications

    • Degree preferred, not required
    • 1+years’ experience in retail banking
    • Superior client service skills
    • Cross Selling Skills
    • Strong communication skills – oral and written
    • Organization Skills
    • Systems & Technical Knowledge including Microsoft Word, Excel, PowerPoint and Access

     

     Boston Private is an Equal Opportunity Employer

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