Boston Private Bank & Trust Company

  www.bostonprivatebank.com
  www.bostonprivatebank.com

Boston Private Bank & Trust Company Jobs & Careers in Los Altos, CA


Show:  All Results Last 7 Days
30+ days ago

Deposit Management Relationship Officer

Boston Private Bank & Trust Company Los Altos, CA

Sales and Client Service •Generate new core deposit relationships with the Bank’s Deposit Management services. Responsible for selling all, Boston… Glassdoor


24 days ago

Client Service Representative

Boston Private Bank & Trust Company Palo Alto, CA

Sales & Service • Promote service excellence by modeling exceptional client service characteristics to retain and build existing relationships with… Glassdoor


17 days ago

Commercial Loan Administrator

Boston Private Bank & Trust Company Palo Alto, CA

include: 1) Processing loan advances, loan payments, payoffs, account transfers and any other client requests in a timely manner, 2) assisting with… Glassdoor


30+ days ago

Residential Loan Officer

Boston Private Bank San Jose, CA

*Meet or exceed mortgage production goal of $30 million on an annual basis.. *Develop and implement a marketing plan for expanding new client base… Glassdoor


30+ days ago

Commercial Loan Officer

Boston Private Bank & Trust Company San Jose, CA

Credit Quality/Portfolio Management: While maintaining a strong customer focus and customer relations, assesses and monitors a commercial and private… Glassdoor


30+ days ago

Mortgage Loan Processor

Boston Private Bank San Mateo, CA

Objective 1: Assist Originator in managing workflow on a daily basis. Tasks • Initiate timely processing of new applications to be in compliance with… Glassdoor


30+ days ago

Portfolio Manager Associate/Administrative Assistant

Boston Private Bank San Mateo, CA

• Process new account and account closing paperwork • Prepare quarterly mailings for clients – letters and Assette reports • Prepare client meeting… Glassdoor


24 days ago

Credit Analyst

Boston Private Bank & Trust Company San Mateo, CA

APPLICATION REVIEW • Review application packages to ensure all necessary financial information has been submitted and obtain any missing… Glassdoor


10 days ago

Wire Transfer Specialist I

Boston Private Bank & Trust Company San Mateo, CA

• Processes daily wire transfer transactions according to set policies and procedures. • Processes all wires received through the Federal Reserve… Glassdoor


24 days ago

Receptionist

Boston Private Bank & Trust Company San Mateo, CA

, Duties and Accountabilities • Acknowledge and greet clients entering the bank in professional manner directing them to various lines of business… Glassdoor


Boston Private Bank & Trust Company Reviews

24 Reviews
3.5
24 Reviews
Rating Trends

Recommend to a friend
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Mark D. Thompson
9 Ratings
  1.  

    CSA Position at Boston Private Bank & Trust

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Client Service Administrator in San Mateo, CA (US)
    Current Employee - Client Service Administrator in San Mateo, CA (US)

    I have been working at Boston Private Bank & Trust Company full-time (less than an year)

    Pros

    low stress level, no sales pressures, decent pay, amazing hours (out by 5 and weekends off), friendly colleagues, high level of professionalism

    Cons

    day to day operations can become mundane, as there is not much to do there is little room to prove yourself, communication between offices is lacking, lack of sense of urgency in most situations

    Advice to ManagementAdvice

    give more opportunities for growth by cross training, update policies to current day needs

    Recommends
    Neutral Outlook
    Approves of CEO

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