Branch Client Advisor

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Job Title: Branch Client Advisor
Location: Palo Alto, CA

Requirements:
The Contractor will provide client support to inquiries that may be but are not limited to; general bank transactions; operational issues, and/or bank office support. Requests are received from various channels, including face-to-face, email, phone, or from internal business partners. The Contractor should be able to work under moderate supervision and have a general skill set that is applied to the essential functions. Utilizes knowledge or resources to resolve moderately complex issues, and escalates complex non-routine problems. Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to.

In-branch client Support may include, but is not limited to the following:

• Greeting all branch customers with exceptional customer service and handling reception duties for customers meeting with other internal partners
• Processing of deposits/cashing checks
• Placing holds
• Completing Currency Transaction Reports (CTRs)
• Processing payments
• Fulfilling cashier check requests
• Other common Bank Teller duties
• Processing courier bags with client cash deposits

Back Office Client Support may include, but is not limited to the following:

• Reviewing inquiry and formulating a response or implementing action to resolve which may result in the inquiry being resolved during initial contact or may perform additional research, problem-solving, or escalation to other internal partners
• Processing mail, payments, and check orders
• Fraud monitoring and escalation
• Scanning transactions at the end of the day
• Relationship Advisor requests may include, but are not limited to:
• Requests for Cashiers Check
• Arranging appointments
• Researching items including ensuring necessary funds are available for a withdrawal
• Verifying signature

Qualifications:

• Must have 1-2 years of related professional experience (banking/financial services industry)
• General knowledge of banking transactions preferred which include, but are not limited to: Processing deposits/withdrawals, cash handling, and cash drawer maintenance
• Strong mathematical skills
• Basic understanding and expanding knowledge of banking regulations
• Recognizes key operational risks facing clients and the company
• Demonstrated customer orientation with the ability to adapt and respond to differing communication styles
• Adept at understanding and interpreting basic client inquiries
• Able to manage multiple concurrent inquiries making effective decisions as to prioritization and time allocation
• Solid written and verbal communication skills able to convey information
• Able to identify issues and determine resolution or escalate when appropriate
• Able to utilize processes, tools, and procedures for detecting, addressing, and preventing fraudulent situations
• Minimum High School Diploma