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Teller - Client Service Administrator - Back Bay more...
Location:Boston, MA
Company:Boston Private
First posted:May 01, 2017

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 and referral opportunities as appropriate. Process transactions within established policies and procedures. Proficient in administering defined procedures. Able to perform day to day duties with a minimum of direct supervision. Capable of handling more complex transactions with little or no assistance from more senior staff. Generally performs all levels of transactions. Little discretion or decision-making capability.

Responsibilities, Duties, and Accountabilities:

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

  • Primary focus is on daily deliverables of routine and defined outputs under direct supervision with little operating discretion.
  • 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.
  • 100% transactional


  • 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

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