Branch Client Advisor I

3 weeks ago


Saint Helena, United States Pyramid Consulting, Inc Full time

Job Title: Branch Client Advisor I

Job Summary:

We are seeking a highly skilled Branch Client Advisor I to join our team at Pyramid Consulting, Inc. As a key member of our financial services team, you will be responsible for providing exceptional client support and ensuring seamless banking operations.

Key Responsibilities:

  • Provide client support for inquiries related to general bank transactions, operational issues, and bank office support.
  • Respond to client requests from various channels, including face-to-face, email, phone, or internal business partners.
  • Utilize knowledge and resources to resolve moderately complex issues and escalate complex non-routine problems.
  • Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to.
  • Greet all branch customers with exceptional customer service and handle reception duties for customers meeting with internal partners.
  • Process deposits, cash checks, and place holds.
  • Complete Currency Transaction Reports (CTR's) and process payments.
  • Fulfill cashier check requests and process courier bags with client cash deposits.
  • Review inquiries and formulate responses or implement actions to resolve issues.
  • Process mail, payments, and check orders.
  • Fraud monitoring and escalation.
  • Scan transactions at the end of the day.

Key Requirements and Technology Experience:

  • Key Skills: Customer Service Skills, Cash Handling Skills, Good verbal and written skillset.
  • Banking Experience: Highly preferred but will accept good cash handling experience.

About Us:

Pyramid Consulting, Inc. is a leading financial industry company, and we are currently interviewing to fill this and other similar contract positions. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



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