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Client Service Representative Needed At Boston Private Bank & Trust Full-time Job

2 months ago Banking Palo Alto   101 views
Job Details


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 daily deliverable of routine and defined outputs, while at the same time developing knowledge of the broader context in which the work is being performed.
  • Ensure compliance with all Federal, State and local laws as well as BPB&TC policies and procedures.
  • 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 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


  • Degree preferred, not required
  • 3 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

Company Description
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