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company:(boston private financial holdings inc)
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The Private Banking Associate II will provide sales and service excellence to clients and prospective clients of the Bank. Build strong client relationships and assist the Client Service Manager with..
The candidate will be responsible for underwriting the Residential Lending’s complex mortgage credits with lending authority to $2 million. These loans are generally higher dollar transactions, ranging from $417,000 to..
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..
To assist Trust Officers in the daily administration of Trust Accounts. Responsibilities, Duties, and Accountabilities: • Answer incoming telephone calls. • Prepare bill paying to be processed by Operations. Review..
The Loan Reviewer is responsible for performing post-closing document check on all new residential loan files to ensure the loan files are complete and are regulatory compliant. Responsibilities, Duties, and..
Reporting to the Chief Compliance & Risk Officer (“CCRO”) of Boston Private Wealth, , the Compliance Associate is responsible for supporting the CCRO in discharging their responsibilities relating to the..
Boston Private is currently seeking an Senior Account and Payment Services Specialist to join our Deposit Services team. The primary responsibilities of this position include daily Automated Clearing House (ACH)..
This position is responsible for generating new business within the New England market. As a relationship sales officer your goal will be to increase Deposits and Wealth Management relationships and..
Position is responsible for managing a banking office and overseeing banking office staff. Manages a single office with deposits of up to $100 million. Primarily responsible for the development and..
Manages a single branch with deposits of less than $100 million. Day-to-day focus is on resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines..
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..
This position is responsible for maintaining operational soundness and compliance with policies, procedures and State/Federal regulation by providing guidance to banking offices and internal business partners, preparing management reports, maintaining..
The CIF Documentation Specialist is responsible for reviewing client information and documentation for new account openings, closings and account maintenance ensuring proper control and privacy of client information. The specialist..
Individual with basic analytical skills to objectively evaluate the creditworthiness of current and prospective commercial borrowers and external Bank vendors and perform various administrative duties and projects to support the..
Responsibilities, Duties, and Accountabilities: Marketing Operations & Traffic Management • Own the tracking of the marketing budget in partnership with Accounting • Manage the project intake and approval process and..
Under the general direction of the CISO, the Application Security Analyst supports Boston Private Applications in the areas of security controls, security policy, security risk assessments, security standards, identity and..
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 Team Leader is responsible for the management and ongoing professional development of a lending team. Provide mentoring and oversight of individuals and administrative staff responsible for managing a portfolio..
The contract recruiter will be responsible for all phases of the recruitment and selection process for our West Coast offices. This position is instrumental in ensuring that the company attracts,..
Reporting to the CIO, lead the PMO function, develops, directs, implements and maintains PMO processes and policies that result in efficient, repeatable delivery Responsibilities, Duties, and Accountabilities: • Drives the..