Title: Client Service Administrator
Location: Lexington
Job Description: This position will encompass all phases of teller operations. The Client Service Administrator will be responsible for providing superior client service and professional assistance to our clients, prospective clients and associates and for identifying cross-selling opportunities and
referrals as appropriate.
Roles and Responsibilities:
Sales & Service
•Process client transactions and respond to product and service inquiries in a responsive, accurate and timely manner.
•Build internal & external relationships through problem-solving, ownership and follow-through.
•Meet/exceed individual performance goals and objectives.
•Actively retain clients. Inquire about large transfers, withdrawals and potential client dissatisfaction.
Internal Operations
•Comply with all Federal, State and local laws as well as BPB&TC policies and procedures
•Perform daily settlement and maintain control by preventing cash outages and fraud control
•Perform all operational duties as assigned by Assistant Manager.
•Other duties as required.
Qualifications:
All Boston Private Bank & Trust Company employees are expected to adhere to the following competencies:
Core Competencies:
•Client Focus - Dedicated to meeting the needs of internal and external clients; listens effectively and establishes and maintains relationships and gains client’s trust and respect.
•Ethics, Integrity and Trust - Considers ethical issues before decisions are made and seeks to achieve results that are in the best interest of the Bank.
•Ownership, Accountability, Responsibility and Compliance - Takes ownership of tasks, projects, and relationships and follows through on obligations and promises.
•Self Development and Learning - Personally committed to learning and actively works to continuously develop professionally.
•Teamwork and Collaboration -Works collaboratively; finds common ground and solves problems for the good of all and can represent his/her own interests and yet be fair to the team.
Individual Contributor Competencies:
•Decision Making and Problem Solving -Makes decisions in a timely manner, uses a mixture of analysis, experience and judgment to solve difficult problems with effective solutions.
•Informing and Communicating - Proactively communicates information to colleagues up, down and across the organization, provides updates on projects, tasks and potential roadblocks.
•Planning - Accurately scopes out length and difficulty of tasks and projects and sets objectives and goals
•Time Management - Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on important priorities and completes tasks and/or projects on time.
Qualifications:
•1-2 years experience in retail banking/general work experience
•Cash handling skills
•Client service skills
•Strong communication skills – oral and written
•Organization Skills/attention to detail
Equal Opportunity Employer
Submitting Your Resume:
For immediate consideration, please email your resume to: careers@bostonprivatebank.com.
If you prefer, you may send or fax your resume to:
Human Resources
Boston Private Bank & Trust Company
Ten Post Office Square
Boston, MA 02109
Fax: 617-912-4552
Resume Format:
You may submit an electronic version of your resume as an MS Word Document or cut & paste the text into the body of an email. Please do not use italics or small fonts as all resumes will be electronically scanned.
Boston Private Bank & Trust Company is an Equal Opportunity Employer.
