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

8 months ago Security & Safety San Mateo   192 views
Job Details


The Client Service Representative position in our San Mateo office requires a high level of client interaction in providing exceptional sales and service.Responsible for following established policies and procedures to resolve customer requests. The Client Service Representative will identify cross-selling opportunities and make appropriate referrals as well as provide assistance to Office Manager for operational and compliance tasks in the day today operations of the office.

  • Monday through Friday - No nights or weekends required
  • Great work/life balance
  • No sales goals


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.


  • 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

Monday through Friday, no weekends

Boston Private is an Equal Oppurtunity Employer

Company Description
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