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Branch Client Advisor

3 months ago


Palo Alto, United States Veear Full time

Job Title: - Branch Client Advisor

Job location: - Palo Alto, CA

Workplace type: Onsite

Employment type: - 12+ Months Contract

Job Description: -

  • 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

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