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Client Service Representative

Company: TalentBurst, Inc.
Location: Cambridge
Posted on: May 26, 2023

Job Description:

Title: Client Service Representative
Location: Cambridge, MA
Duration: 3+ months

Job Summary:
The Client Service Representative position requires a high level of client interaction in providing exceptional sales and service. Responsible for following established policies and procedures to resolve customer requests. Individuals at this level are expected to use some independence of thought but refer more complex transactions to other experts. Client Service Representative will identify cross-sell opportunities and make appropriate referrals. Provide assistance to Office Manager for operational and compliance tasks in the day to day operations of the office.

Responsibilities, Duties, and Accountabilities:

Sales & Service

  • Promote service excellence by modeling exceptional client service characteristics to retain and build existing relationships with clients.
  • Meet and exceed sales and service goals and objectives.
  • Respond to difficult or complex product and service inquiries from clients, team members and business partners.
  • Build internal and external relationships through exceptional problem solving, ownership and follow-through.
  • Model exemplary client service behaviors.

    Internal Operations

    • 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
      • Organization Skills
      • Systems & Technical Knowledge including Microsoft Word, Excel, PowerPoint and Access

Keywords: TalentBurst, Inc., Cambridge , Client Service Representative, Sales , Cambridge, Massachusetts

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