Business Banking Relationship Advisor

4 weeks ago

Los Angeles, United States TalentBurst Full time
Business Banking Relationship Advisor
Start Date: 6/3/24
Duration: 6-month contract
Location: Mostly remote - Los Angeles, CA 90017 / San Francisco, CA 94111 / Salt Lake City, UT 84121 / Boston, MA 02216 (onsite once a month)

** This position requires after hours, weekend and holiday work on a rotational basis.

The Relationship Advisor assists our client facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the onboarding process. They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/tracking of client documentation, processing requests for money movement and timely follow up on a wide variety of internal/external client requests. The Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Banking clients.

Responsibilities:
  • Assist with opening a full range of traditional banking products, for new and existing clients.
  • Educate new and existing clients about bank services/feature/digital solutions that provide additional convenience such as online banking, bill pay, external transfers, e-Statements, mobile banking, remote deposit capture, debit card, fraud, etc.
  • Encourage online banking adoption, assist with password resets, troubleshoot errors, investigate money movement requests, etc.
  • Maintain proper documentation to record account onboarding/enrollment, capture client interactions in Salesforce CRM system.
  • Has the authority to decide if documentation is acceptable to the bank based on knowledge of Bank's operating guidelines and policies.
  • Provide excellent client service by answering questions seeking first contact resolution whenever possible.
  • Provide applicable account agreements, disclosures, rate sheets and privacy policies.
  • Facilitate deposit account type changes, ownership changes, rate changes, close accounts.
  • May provide initial guidance to Premier Service Advisor and directly to client.
  • Responsible for monitoring and addressing daily support as it relates to deposit accounts.
  • Answer client inquiries on bank products, services, accounts, and policies.
  • Serve as a coordinator in facilitating client transactions between specialist teams and multiple business units (Wealth Operations, Research and Reconciliation, Wire Investigations, Electronic Payments, Fraud, Card Operations, etc.).
  • Review daily transaction exceptions and ensure input of timely dispositions.
  • Provide first line deposit banking technical guidance for clients and internal business partners. Resolves a variety of intermediate to complex client requests/issues while ensuring the highest level of client experience and satisfaction.
  • Process requests for funds transfers (wires, internal transfers, line advances, etc.), while seeking opportunities to develop client relationships by identifying ways to simplify their financial life (e.g., online banking, recurring wires, external transfers, person-to-person transfers, automatic payments, etc.).
  • Use available resources for problem resolution including guides, training materials, and our Private Bank Knowledge Base; may involve analysis of information received from client and/or internal partners.
Qualifications:
  • High School Diploma or Equivalency PLUS 4-6 years of related professional experience (banking/financial services industry or customer service) OR 7-9 years of overall experience.
  • Bachelor's Degree desired and may be considered as 2-3 years overall experience.
  • Broad knowledge of financial services products and services (deposit products/services, consumer lending products, financial planning, wealth advisory).
  • Familiarity with contact centers and multiple communications channels (phone, email, etc.).
  • Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
  • Ability to pivot from working independently to collaborating within teams under minimal supervision.
  • Execute tasks with a high degree of accuracy required.
  • Ability to multi-task and effectively process diverse workload.

#TB_EN

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