Client Service Advisor

16 Feb 2025

Vacancy expired!

Position: Client Service Advisor

Location: Beverly, MA (Onsite)

Duration: 06 - 12+ Months

Responsibilities:
  • Primary focus is on execution within defined parameters, with some expansion based on developing capabilities and or experiences, in partnership with more experienced staff.
  • Ensure compliance with all Federal, state and local laws as well as BPB&TC policies and procedures.
  • Ensure accurate and timely processing of platform transactions.
  • Assist in all office operations with platform and teller processing.
  • Oversee all operations procedures pertaining to the ATM
  • Other duties as required.
  • 100% transactional
  • Degree preferred, not required
  • 1+years' experience in retail banking
  • Superior client service skills
  • Cross Selling Skills
  • Strong communication skills - oral and written