Branch Client Advisor

4 weeks ago

Palo Alto, United States iQuasar Full time

Benefits:

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 Cashier’s 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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