Client Service Representative (Banker) - Boston

Hingham Institution for Savings; Boston (MA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401K Matching

Health Benefits with Employer Contribu

Life Insurance

Paid Time Off

Family Leave

Short & Long Term Disability

Job summary

Hingham Institution for Savings is seeking a Client Service Representative to foster deposit growth by serving as a friendly point of contact for consumer and business clients in the Massachusetts area.

You will build relationships, understand client needs, empower clients to manage accounts, and resolve product or service issues while maintaining high operational integrity. The role emphasizes process improvement and active contribution to service excellence.

Qualifications

• High School Diploma required.
• Associates or Bachelors degree preferred.
• Ability to engage customers in a friendly and welcoming manner.
• Advanced customer service skills.
• Ability to quickly learn and adapt in a rapidly changing environment.

Responsibilities

• Cultivate strong customer relationships through exceptional service, fostering trust and loyalty that directly translates to increased deposit growth.
• Deliver exceptional customer service and address inquiries with empathy and efficiency.
• Support business development efforts and refer clients to specialized services.
• Ensure secure and seamless transactions following security protocols.
• Engage customers to discuss financial goals and educate them on products and services.
• Drive process improvements to streamline operations and enhance service delivery.
• This role requires employees to be in office.

Skills

Customer service

Communication

Relationship building

Adaptability

Education

High School Diploma

Associate degree

Bachelor's degree

Tools

Google GSuite

Job description

About Hingham Institution for Savings

We're Hingham Institution for Savings, and we've been a part of the community since 1834, making us one of America's oldest and most respected banks! Today, we're a family-run, publicly traded bank with a focus on building lasting relationships and providing exceptional service in Boston, Nantucket, Washington D.C., and the San Francisco Bay Area. We're a tight-knit team of just under 100 people, all dedicated to our mission of strong financial results and a supportive, growth-oriented culture. Our Retail Banking Group, right here in Massachusetts, is where we get to connect with our neighbors, offering personal and small business banking.

About the role

As a Client Service Representative, you will play a crucial role in our team by fostering deposit growth. You will achieve this by serving as a friendly and knowledgeable point of contact for our consumer and business clients, building relationships, understanding their needs, and offering effective solutions. Your responsibilities will include empowering clients to independently manage their accounts and resolve any product, service, or account issues they may have, while ensuring their requests are handled efficiently and maintaining the highest standards of operational integrity. Furthermore, you will have the opportunity to actively contribute to the bank's operational improvement through process and policy innovation. We encourage and value all team members' ideas, regardless of position or title, as we strive to become one of America's leading banks. This role has an in-office requirement.

Responsibilities

• Cultivate strong customer relationships through exceptional service, fostering trust and loyalty that directly translates to increased deposit growth.


• Deliver exceptional customer service proactively address and resolve customer inquiries with empathy and efficiency, ensuring every interaction is positive and leaves a lasting impression.


• Support business development efforts and act as a master sales associate to help drive deposits by providing "legendary" customer service that exceeds expectations, building strong relationships and identifying opportunities to refer clients to specialized services that meet their unique needs.


• Ensure Secure and Seamless Transactions: Accurately and efficiently process transactions while strictly adhering to security protocols and operational guidelines. Maintain compliance and safeguard client assets by ensuring all transactions are handled with care.


• Become a Trusted Financial Advisor: Engage in meaningful conversations with customers to understand their financial goals and educate them on our comprehensive range of products and services, empowering them to make informed decisions.


• Maximize Efficiency and innovation: Drive process improvements to streamline operations and enhance customer experience, while also fostering a culture of innovative problem-solving. Identify and implement efficient solutions to optimize workflows and champion creative approaches to enhance service delivery.


• This role requires employees to be in office.

What does success look like at HIFS?

• Contribute to our amazing culture and grow your career. We are looking for engaged talented individuals that can make a big impact. We have big bank ambitions but with a small bank vibe. Anyone with great ideas and a passion for helping customers can be successful and develop a rewarding career at HIFS.


• We have a flat organizational structure and operate with agility. All our team members are empowered to use their creativity and innovation to create and implement tangible improvements to the bank. You can help us grow!


• Demonstrate a genuine passion for helping people and a commitment to providing exceptional customer service. You'll possess the ability to listen attentively, communicate effectively, and problem-solve creatively! We are committed to providing exceptional training and development opportunities.

Qualifications

• High School Diploma required, Associates or Bachelors degree preferred


• Ability to engage customers in a friendly and welcoming manner


• Basic computer skills - familiarity with Google GSuite preferred


• Advanced customer service skills


• Ability to quickly learn and adapt in a rapidly changing environment.

As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.

• 401K Matching


• Health Benefits with Employer Contribution


• Life Insurance


• Paid Time Off


• Family Leave


• Short & Long Term Disability

The pay range for this role is:

40,000 - 60,000 USD per year (South End Office)