Branch Client Advisor I Branch Client Advisor I CA

2 days ago


Saint Helena CA United States TalentBurst Full time
Branch Client Advisor
St Helena, CA- 94574
3+ months
FULLY ONSITE
Qualifications:
100% On Site Role. Candidates should be within the Napa, St. Helena, Calistoga, Angwin and American Canyon Area.
Skills required:
Customer Service Skills
Cash Handling Skills
Good verbal and written skillset
Banking experience is highly preferred but will accept good cash handling experience.
Responsibilities:
Teller position.
Provides client support to inquiries that include but 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. Ideal candidate should be able to work under moderate supervision and has a general skill set that is applied to the essential functions. Utilizes knowledge or resources to resolve moderately complex issues, 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 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 (CTR's)
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 not limited to the following:
Reviewing inquiry and formulating response or implementing action to resolve which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners.
Processing mail, payments, 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 Cashier’s Check
Arranging appointments
Researching items including ensuring necessary funds are available for a withdrawal
Verifying signature


  • Saint Helena, United States Talentburst Full time

    Branch Client AdvisorIf you are interested in applying for this job, please make sure you meet the following requirements as listed below. St Helena, CA- 94574 3+ months FULLY ONSITE Qualifications: 100% On Site Role. Candidates should be within the Napa, St. Helena, Calistoga, Angwin and American Canyon Area. Skills required: Customer Service Skills Cash...


  • saint helena, United States TalentBurst Full time

    Branch Client Advisor St Helena, CA- 94574 3+ months FULLY ONSITE Qualifications: 100% On Site Role. Candidates should be within the Napa, St. Helena, Calistoga, Angwin and American Canyon Area. Skills required: Customer Service Skills Cash Handling Skills Good verbal and written skillset Banking experience is highly preferred but will accept good cash...


  • St Helena, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Branch Client Advisor I. This is a 03+months contract opportunity with long-term potential and is located in Helena, CA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-51500 Pay Range: $25 - $27/hour. Employee benefits include, but are not limited to, health insurance...

  • Branch Client Advisor

    20 hours ago


    Saint Helena, United States GTT, LLC Full time

    Job Title: Branch Client AdvisorContract Duration: 3+ MonthsPay range - $25 - 27/hrLocation: St. Helena, CAWork Type: 100% OnsiteAbout the Role:As a Branch Client Advisor, you'll be the face of our bank, providing exceptional customer service and handling a variety of banking transactions. You'll work in a fast-paced environment, assisting customers with...

  • Branch Client Advisor

    23 hours ago


    St Helena, United States ATR International Full time

    This is a teller position. Responsibilities:Provides client support to inquiries that include but 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. Ideal candidate should be able to work under...


  • Scottsdale, AZ, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Scottsdale, AZ, United States Flagstar Bank Full time

    JOB SUMMARY A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while...


  • Grand Rapids, MI, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Comstock Park, MI, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Chelsea, MI, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...


  • Ann Arbor, MI, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining...

  • Branch Banking

    2 weeks ago


    Fort Wayne, IN, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...

  • Second Chair Advisor

    2 weeks ago


    Westport, CT, United States Lead Advisor Full time

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Second Chair Advisor to continue to deliver first class service to their clients.The ideal...

  • Branch Banking

    2 weeks ago


    Ishpeming, MI, United States Flagstar Bank Full time

    A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their...

  • Branch Banking

    3 days ago


    Brownstown Charter Township, MI, United States Flagstar Bank Full time

    A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their...

  • Branch Banking

    1 week ago


    Granger, IN, United States Flagstar Bank Full time

    A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their...

  • Branch Banking

    30 minutes ago


    Peru, IN, United States Flagstar Bank Full time

    A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their...

  • Client Advisor

    2 weeks ago


    Arcadia, CA, United States Chong Hing Jewelers, Corp. Full time

    This is a full-time on-site role for a Client Advisor at CH Jewelers/ TimeVallée in Arcadia, CA. The Client Advisor will be responsible for client relations, ensuring customer satisfaction, effective communication, customer service, sales assistance, and maintaining interpersonal communications with clients. Job Responsibilities: Act as a primary point of...


  • Nevada City, CA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Branch Banking

    22 minutes ago


    Sturgis, MI, United States Flagstar Bank Full time

    A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial...