Client Service Representative
Boston Private Bank & Trust Company - San Mateo, CA

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Borel Private Bank & Trust Company, a division of Boston Private Bank & Trust headquartered in San Mateo, California, is a wealth management firm offering private banking, investment management, and financial planning services to our clients.

We are currently looking for a Client Services Rep to join our team.

Position Summary:
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. 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.

Roles and 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

  • 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.
Qualifications:
  • Degree preferred, not required
  • 2-3 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
Requirements

Qualifications:
  • Degree preferred, not required
  • 2-3 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

Boston Private Bank & Trust Company - 2 years ago - save job - block
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