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Boston Private Bank and Trust Jobs & Careers

16 jobs

Boston Private Bank
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 Wealth
The candidate is responsible for assisting the Chief Compliance Officer (the ?CCO?) in all aspects of the Compliance/Risk Management program for Boston Private Wealth LLC, an SEC registered investment adviser. (?BPW?). This includes, but is not limited to, oversight, implementation, management and reporting of the Compliance and Risk Management Program. Roles and Responsibilities: ?At the direct...

Boston Private Bank
The Digital Marketing & Communications Manager is responsible for developing and implementing the Company?s digital marketing and communications strategy in support of Boston Private?s brand development and client acquisition goals. This is a highly visible and collaborative position, working with internal and external partners to achieve desired results. This individual should demonstrate a high ...

Boston Private Bank
The Application Support Technician I?s role is to maintain the Bank?s applications in support of core organizational functions. This qualified person will apply proven communication, analytical and problem-solving skills to help identify and resolve application issues and also install and support enhancements to new and existing Bank and Holding Company production applications. Roles and Responsi...

Boston Private Wealth
Client Advisors provide a broad range of client management support to Senior Client Advisors and assist in managing all aspects of a client relationship. Primary responsibilities for this position include: ?Analyzing information pertaining to clients? financial plans, including investment management, risk management, retirement planning, income tax planning, education funding, and estate plannin...

Boston Private Wealth
At Boston Private Wealth, the Senior Wealth Advisor acts as a trusted advisor and technical expert and lead relationship manager in complex individual and family client relationships for high net worth clients who desire a sophisticated, multi-disciplinary wealth plan. Senior Wealth Advisors are responsible for the development of a comprehensive personal and financial wealth profile, ascertaining ...

Boston Private Bank
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 established policie...

Boston Private Bank
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 Private Bank?s Specialty Lending Group is seeking a sharp, credit-focused portfolio manager with solid mastery of basic credit principles and demonstrated agility to learn the nuances of our commercial practice areas of (i) private equity & venture capital, (ii) non-profits and (iii) professional service firms. The candidate will join a vibrant team of bankers in a highly strategic area of ...

Boston Private Bank
The HR Business Partner (HRBP) is responsible for working with managers and employees to identify organizational priorities and align business objectives with human capital objectives in designated markets and/or business lines. The HRBP serves as a trusted advisor and consultant to management on human resources-related issues. The successful HRBP acts as an employee champion and change agent whil...

Boston Private Bank
Initiates outgoing domestic and international transactions through an automated funds transfer delivery system. Roles and Responsibilities: ? Processes daily wire transfer transactions according to set policies and procedures. ? Processes all wires received through the Federal Reserve banking system by crediting the appropriate bank account. ? Ensures that the accounts receiving credit are in ...

Boston Private Bank
The Deposit Services Associate is a shared service role reporting to the Wire Transfer Services Manager. This position is responsible for the processing of daily wire transactions according to established policies and procedures. The position also includes other operational responsibilities related to Electronic Banking, ACH and Deposit Operations as assigned. Roles and Responsibilities: ? Proce...

Boston Private Bank
The primary function of the loan processor is to move a loan from the loan originator to closing in a timely and efficient fashion. Due to the highly regulated nature of the mortgage business, the mortgage processor is responsible for all compliance documents in the loan file. An ideal candidate will be able to juggle numerous tasks, be detail oriented, and work well both independently and with a ...

Boston Private Bank
The primary function of the loan processor is to move a loan from the loan originator to closing in a timely and efficient fashion. Due to the highly regulated nature of the mortgage business, the mortgage processor is responsible for all compliance documents in the loan file. An ideal candidate will be able to juggle numerous tasks, be detail oriented, and work well both independently and with a ...

Boston Private Bank
The primary function of the disclosure specialist is to ensure all required federal and state-specific initial and re-disclosures are accurately prepared and provided to borrower(s) within applicable statutory timeframes. Due to the highly regulated nature of the mortgage business, the mortgage disclosure specialist is responsible for the initial and application compliance documents in the loan fi...

Boston Private Bank
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...