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Subject: Client Service Representative, Leading Private Banking Company (Boston, MA)

Arpit Patel posted a job: Client Service Representative, Leading Private Banking Company (Boston, MA)

"Please do not contact me about this job. View company name and apply directly at: http://bit.ly/r0ZKeK Job Description: 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 assistances to Office Manager for operational and compliance tasks in the day to day operations of the office. Roles and Responsibilities: •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. •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. 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. •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. 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"

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