Assistant Office Manager

Boston Private Bank and Trust Company provides banking and investment services to individuals, their families and their business. It has an investment management emphasis on mid to large cap equity and actively managed fixed income portfolios. Boston Private Bank and Trust Company also offers a First Time Homebuyer Program and "soft second" mortgage financing. Under its Accessible Banking Program, the Bank is an active provider of real estate financing for economic development, small business and affordable housing.



To provide sales and service excellence to clients and prospective clients of the Bank.  Build strong client relationships and assist the Resident Manager with managerial duties as required.  Perform additional internal operations functions or team leader functions in the absence of office managers.

 

Major Responsibilities:

 Sales and Service

 

·  Assist manager in developing and implementing a market and sales plan and participate in establishing team sales and service goals and objectives.

·  Build internal and external relationships through exceptional problem resolution, ownership and follow-through.

·  Consistently meet/exceed sales and referral goals by conducting client sales interviews, cross-selling, and up-selling products and services.

·  Respond to difficult or complex product and service inquiries from clients, team and business partners.

·  Model exemplary client service behaviors.

·  Other duties as required.

 Internal Operations

 

·  Ensure compliance with all Federal, State and local laws and regulations as well as with BBPTC policies and procedures.

·  Oversee income and expense management to minimize office losses and prevent fraud.

·  Maintain office facility in absence of Resident Manager.

·  Assign duties and schedule work flow.

·  Ensure accurate and timely processing of platform transactions.

·  Oversee all operational procedures pertaining to ATM.

·  Supervise client service staff.

·  Other duties as required.



 

Qualifications:

•2-5 years of experience

•Managerial and supervisory experience required

•Outstanding organizational and leadership ability

•Strong sales skills

Equal Opportunity Employer