Boston Private Bank & Trust Company

  www.bostonprivatebank.com
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Boston Private Bank & Trust Company Jobs & Careers in Los Altos, CA

18 job openings
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Deposit Management Relationship Officer

Boston Private Bank Los Altos, CA

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


Assistant Office Manager

Boston Private Bank & Trust Company San Jose, CA

are to provide sales and service excellence to clients and prospective clients of the Bank. Build strong client relationships and assist the Resident… Glassdoor


Commercial Loan Officer

Boston Private Bank San Jose, CA

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


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


Portfolio Manager

Boston Private Bank San Mateo, CA

• Invest client accounts in accordance with agreed upon client objectives and in accordance with Boston Private Bank & Trust Company procedures… Glassdoor


Wealth Planning & Trust Officer

Boston Private Bank San Mateo, CA

• Working with the Sales Professionals, Trust Officers and Portfolio Managers as a Planning resource for Investment Management & Trust sales… Glassdoor


Client Service Administra

Boston Private Bank & Trust Company San Mateo, CA

• Actively retain clients. Inquire about large transfers, withdrawals and potential client dissatisfaction. Internal Operations • Comply with all… Glassdoor


Credit Analyst

Boston Private Bank San Mateo, CA

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


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

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Updated Jul 23, 2014

See What Boston Private Bank & Trust Company Employees Are Saying

Employees say it's “OK”   20 ratings

3.3

71% Approve of the CEO   7 ratings

(no image)

Mark D. Thompson

CEO & President

1 person found this helpful

Pros: “Great work/life balance and excellent colleagues. Not very stressful and good opportunity to learn and pick up new skills.”Full Review


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