Boston Private Bank & Trust Company

  • Electronic Banking Specialist

    Job Locations US-MA-Boston
    Posted Date 2 months ago(7/30/2019 9:52 AM)
    Job ID
    2019-2156
    # of Openings
    1
    Category
    Banking
  • 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.

    Responsibilities

    Provides a variety of activities to support the processing of transactions and payments on deposit and loan accounts.  Performs various tasks related to the various cash management products and other specialized deposit processing.

     

    Responds and resolves internal and external client inquiries submitted via workflow tools according to service level agreements.

    • Participates in the daily workflow related to ACH processing
    • Participates in the daily workflow related to Card Services, Reg E Claims  and ATM settlement and support.
    • Supplements support for the Cash Management Service line in the form of internet banking enrollment, maintenance and transaction inquiry resolution, including bill pay inquiries.
    • Assist with other duties within the group as necessary
    • Participate in department project initiatives related to efficiency, service delivery improvements and regulatory issues.

     

    Qualifications

     

     

    •  BS/BA preferred with a minimum of 3 years’ experience in financial services, preferably in an operations environment.
    • Attention to detail
    • Strong analytical skills
    • Ability to self-motivate and juggle multiple assignments. 
    • Strong organizational and time management skills. 
    • Works well in a team environment. 
    • Proficient in Microsoft Office.
    • Familiarity with state and federal banking regulations. 
    • Ability to communicate effectively, orally and in writing to all levels of responsibility

     

    Boston Private is an Equal Opportunity Employer

     

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