Branch Client Advisor I
3 weeks ago
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
Quals--
100% On Site Role
-
Client Advisor
3 weeks ago
St Louis, United States LVMH Full timePoste Our Louis Vuitton Saint Louis location is seeking a highly motivated Part-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. We are seeking candidates in the Saint Louis market with flexible availability. Profil This is an opportunity for those who thrive in a fast-paced environment, see themselves as more...
-
Client Experience Advisor
1 month ago
St Paul, United States Great Waters Financial Full timeAbout the job The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for financial planning needs and questions via email or phone outside of Client meetings. As the champions of...
-
Client Experience Advisor
4 days ago
St Paul, United States Great Waters Financial Full timeAbout the job Have you got what it takes to succeed The following information should be read carefully by all candidates. The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for...
-
Client Advisor
1 month ago
St. Louis, United States Marsh McLennan Companies Full timeDescription: Marsh is seeking candidates for the following position in our Central Zone. Client Advisor - Construction What can you expect? The Client Advisor will act as a Program Manager in the Southcentral zone. This role provides specific advice, service, and solution delivery to clients and prospects in regards to their program...
-
Registered Client Associate
1 month ago
St. Petersburg, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Experience Advisor Onboarding Specialist
7 days ago
St Louis, United States Edward Jones Full timeEdward Jones Experience Advisor Onboarding Specialist Saint Louis , Missouri Apply Now Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm...
-
Client Associate/Registered Client Associate
3 days ago
St Cloud, United States Royal Bank of Canada Full timeJob Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...
-
Financial Advisor
4 days ago
St Louis, Missouri, United States LPL Financial Full timeYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Simmons Bank in St. Louis, MO would allow you to join the Investment Program at Simmons Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors...
-
Branch Manager I
7 days ago
East St Louis, United States Revity Credit Union Full timeJob Description Job Description Company Profile Revity Credit Union is a not-for-profit financial institution that exists for the sole purpose of serving our members. Like banks, credit unions accept deposits, make loans and provide a wide array of other financial services. But as member-owned and cooperative institutions, any profits made by credit unions...
-
Registered Client Service Associate
3 weeks ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...
-
Member Service Advisor
44 minutes ago
St Paul, United States YMCA of the USA Full timeDescription Do you love connecting with people? Do you want to make a difference in all aspects of wellbeing? Are you social/creative/passionate about a cause driven purpose? The Customer Service Advisor connects with customers by providing tours, selling the benefits in membership, and promoting events and fitness classes. The Customer Service Advisor plays...
-
Client Advocate I
2 weeks ago
St Paul, United States Catholic Charities of the Archdiocese of St Paul and Minneapolis Full timeAre you passionate about creating opportunities for people to thrive?Catholic Charities is the place for you!Client Advocate I (on-call/casual)Family Service CenterThe mission of Catholic Charities is to serve those most in need and to advocate for justice in the community.As the need for our services grows and becomes increasingly complex, Catholic...
-
Branch Manager
5 days ago
St Charles, United States Guild Mortgage Full timeGuild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position...
-
Registered Client Service Associate
6 days ago
St Petersburg, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
Registered Client Service Associate
15 hours ago
St Petersburg, United States Raymond James Financial Services Full timeDescription Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...
-
VA Benefits Advisor
2 weeks ago
Helena, United States CALIBRE Systems Full timeCALIBRE Systems Inc., an employee-owned Management Consulting and Digital Transformation company, is looking for a Benefits Advisor to support our client at Fairchild AFB, ;The budgeted salary for this position is $ an hour plus health and wellness due to this being an SCA ;Conduct VA transition act...
-
Wealth Advisor
7 days ago
St Louis, United States Kerber, Eck & Braeckel Llp Full timeJob Description Job Description The Wealth Advisor position is a unique opportunity to collaborate with a growing team of experienced, innovative wealth advisors. Our goal is to deeply understand each client’s definition of financial well-being and work as a team to implement plans that achieve peace of mind. The advisor’s role is to be able to listen...
-
Mortgage Branch Manager
1 week ago
St George, United States Bank of Utah Full timeMajor Job Function: Manages the production of the Loan Officers and Loan Officer Assistants within a Mortgage Branch. Originates permanent FHA, VA, conventional, and construction, residential mortgage loans and participates in related business development activities. Experience/Skills necessary to perform duties:Associates Degree in Business or equivalent...
-
St Louis, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the...
-
St Louis, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab's Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the...