Branch Client Advisor I

3 weeks ago


Palo Alto, United States Varite Full time

Pay Range:

$20 - $26/Hr

100% On Site Role in Palo Alto, CA

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. #J-18808-Ljbffr



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