Boston Private Bank and Trust Jobs & Careers


14 Boston Private Bank and Trust jobs found on Monster.

Jobs 1 to 14 of 14
Boston Private Bank Boston, MA
Provides a variety of activities to support the processing of transactions and payments on loan accounts. Performs a variety of loan operations activities in accordance with department policies and procedures. Provides prompt and courteous service to clients and internal staff Roles and Responsibilities: Flexibility in hours required to cover client service requirements for West Coast banking of...
Boston Private Bank San Mateo, CA
Responsible for performing credit analysis for new loan applications and requests for renewals. Assists with monitoring credit performance of individual loans and portfolio management. Uses spreadsheet analysis tools together with knowledge of accounting and finance to assess credit worthiness in an accurate and timely manner. Prepares thorough credit memoranda that are clearly and concisely writt...
Boston Private Bank Boston, MA
The Commercial Loan Officer III works with a large degree of independence, but requires management oversight on most complicated issues/situations. The Commercial Loan Officer III may have primary responsibilities for a given client or in a given product, but will have less relevant experience and/or skill than Commercial Loan Officer IV. Increasingly assumes responsibility for independently handl...
Boston Private Bank Boston, MA
The Commercial Loan Officer IV is responsible, individually and in a mentoring capacity, for managing a portfolio of existing commercial and private banking relationships, originating new financing transactions, and cross-selling the Bank?s other products and services. Lead client relationship manager/business developer and manages more complex deals. Roles & Responsibilities: Credit Quality/Por...
Boston Private Bank Santa Monica, CA
Position Summary: 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. Entry level operational role in the bank. Processes transactions within ...
Boston Private Bank Palo Alto, CA
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Will handle many of the more routine and come complex transactions within established policies and procedures. Works independently on less complex transactions. May require supervision on the larger more complex transactions. Intermediate staff are still developing adv...
Boston Private Bank Boston, MA
Responsible for end-user technical support in a Windows environment. Analyzes and researches alternatives to solve problems in a cross-functional environment. Responsibilities, Duties, and Accountabilities: ?Provides day-to-day support for employee desktop-computing issues. ?Images, configures and installs desktops and laptops for new hires, and creates accounts for enterprise and business area...
Boston Private Bank Boston, MA
This position will support and maintain the Bank?s Microsoft SQL databases and repository of business applications. This qualified person will architect, manage and support multiple production Microsoft SQL database applications and will apply proven technical, analytical and problem-solving skills to support and maintain the Bank?s repository of business software. Responsibilities: ?Serve as a ...
Boston Private Bank Santa Monica, CA
Position Summary: The incumbent is responsible for assisting the assigned Sales Professional(s) in pre and post-sales operations. He/she provides administrative support in an efficient and well-organized manner in the areas of marketing, prospecting, and opening new business via IM&T processes. Roles and Responsibilities: ? Initiate new account openings. ? Maintain and update files for new pro...
Boston Private Bank San Mateo, CA
Provide receptionist services for the Banking Office in San Mateo. Support bank wide receptionist area, support Client Service activities Responsibilities, Duties and Accountabilities Switchboard Operator: ? Greet clients and guests professionally and responsively - provide direction to appropriate areas ? Answer incoming calls for the Bank-direct each call to appropriate individuals ? Recei...
Boston Private Bank Encino, CA
Position Summary: Individual with essential analytical skills to independently and objectively evaluate the creditworthiness of current and prospective commercial borrowers and external Bank vendors and perform various administrative duties and projects to support the Bank?s ongoing credit and risk administrative functions. The incumbent must have strong writing skills and possess prior accountin...
Boston Private Bank Newton, MA
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals at this level are expected to use some independence of thougt but refer more complex transactions to other experts. Client Service Representative will identify cross...
Boston Private Bank Boston, MA
To assist the Chief Financial and Administrative Officer (?CFAO?) and the Finance, Corporate Real Estate, and Operations areas with a variety of duties including but not limited to presentations, reports, strategic planning, and projects. Job Duties: ?Develop presentations and reports to Senior Management and the Board of Directors covering a variety of financial, strategic, and operational topi...
Boston Private Bank Boston, MA
As a member of a Commercial Banking Team, the CLA II is responsible for providing administrative and client service support to the Loan Officers and Team Leader in support of their respective roles and responsibilities. The CLA II will also perform other tasks/projects as requested, and provide assistance as needed to other teams. This position is generally for someone with more than 2-3 years of...

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