Branch Client Advisor

2 weeks ago


La Honda, United States IQUASAR LLC Full time
Job DescriptionJob DescriptionBenefits:
  • 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


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