• Job Description

  Req#: 3267

  The Private Banking Services Specialist II support the onboarding and servicing of the Private Banking Division’s clients as the operational and administrative support for the division. Functions as a “trusted advisor” to clients providing solutions and delivering exceptional service. Works collaboratively with internal business partners to bring the entire bank’s capabilities to our clients.

  • Collaborates closely with Private Banking Relationship Managers and business partners from other divisions in cases of jointly managed relationships to deliver the operational and administrative side of an exceptional client servicing experience. This includes but is not limited to preparing new account documentation, account maintenance, research, transfers and eWire processing.
  • Communicates and collaborates directly with clients and management related to requests received via the Private Banking inbox.
  • Leads coordination and operational portion of client onboarding to ensure exceptional introduction to the Private Banking client experience.
  • Maintains operational excellence and meets all required regulatory and compliance guidelines/policy/procedure. This includes report monitoring, documentation review and where applicable, some internal audit prep on behalf of the Private Banking division.
  • Assists Private Banking division in meeting its goals of sales and service by providing highest level of client service, through an ongoing commitment to improvement in knowledge, productivity, and job efficiency.
  • Seeks opportunities to be an impactful contributor and leader in projects and efforts connected to the management or development of divisional infrastructure.
  • Supports tactical programs to sustain the growth of Private Banking and provides operational support of strategic business plans and marketing.
  • Meets all requirements in terms of bank operations and compliance. Participates in continuing education programs as requested.
  • Other duties as assigned

  Education and Experience

  • High School Diploma or GED. College degree preferred but not required.
  • Minimum 3-5 years of customer service and sales/business development experience with demonstrable success servicing clients and deepening relationships.
  • Prior banking experience preferred; customer-centric, relationship-focused “growth” mindset and bentrepreneurial experience preferred.

  Skills/Knowledge

  • Strong background in financial institution operating policies and procedures, banking regulations(state and federal) and public relations.
  • Strong knowledge of business, mortgages, wealth management and lending services preferred.
  • Knowledge of the use of communications technology (e.g., MS Teams, Outlook.).
  • Must have the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
  • Effective decision making and interpersonal skills.
  • Strong organizational skills.
  • Ability to interact with clients, partners, and team members in a professional and personable manner.

• About the company

  Eastern Bank is a bank based in Boston, Massachusetts.

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