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Client Relationship Advisor II

2 months ago

Valencia, California, United States Bank of Southern CA Full time

Job Type:
Full-time

Position Overview:
Deliver an exceptional customer experience to all clients at the branch, assisting them with their account management and transactional requirements. Actively promote and cross-sell banking products and services while providing support to fellow team members in various tasks and responsibilities as assigned.

Key Responsibilities:

  • Identify opportunities to promote bank products and services, effectively cross-selling to enhance client satisfaction.
  • Ensure a remarkable customer experience for all branch clients.
  • Address customer inquiries and complaints with professionalism and efficiency, striving for resolution at the branch level.
  • Perform essential transactions to fulfill customer needs, including account servicing and all teller functions:
  1. Processing client transactions
  2. Managing debit card requests and services
  3. Setting up and servicing online banking (as applicable)
  4. Handling printed check orders
  5. Coordinating branch cash orders and shipments (as applicable)
  6. Managing branch certifications (as assigned)
  7. Processing stop payments
  8. Managing holds
  9. Handling Reg. E claims
  10. Opening, closing, and servicing safe deposit boxes (as assigned)
  • Exhibit a thorough understanding of compliance regulations to support account servicing, ensuring risk mitigation for the bank:
  1. Bank Secrecy Act
  2. Customer Information Program
  3. Beneficial Ownership
  4. Office of Foreign Asset Control
  5. Trust Account documentation
  6. Fiduciary Account documentation
  • Participate in ongoing training and achieve satisfactory ratings on all regulatory compliance audits.
  • Adhere to reporting and recordkeeping requirements as mandated by the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP regulations.
  • Follow all policies and procedures related to regulatory compliance laws and regulations.
  • Independently manage complex or non-routine operational issues, recognizing when to seek management support.
  • Ensure the branch operates safely and effectively.
  • Maintain reliable and regular attendance.
  • Perform other duties as assigned.

Required Skills and Qualifications:

  • Proficient in computer applications, including Microsoft Office and other relevant software.
  • Strong mathematical and analytical abilities.
  • Excellent verbal and written communication skills.
  • Outstanding interpersonal skills.
  • Effective time management and organizational capabilities.
  • Attention to detail and commitment to follow-through.
  • Able to collaborate with colleagues, adhere to established procedures, and accept constructive feedback.
  • Comprehensive knowledge of banking products and systems to facilitate cross-selling.
  • Thorough understanding of banking regulations, particularly BSA.
  • Ability to accurately count cash.

Education and Experience:

  • High school diploma or GED equivalent required.
  • Preferred: Six months of branch banking experience.
  • Required: Minimum six months of cash handling experience.

Work Environment:
Standard office environment with moderate noise levels.

Physical Requirements:
The characteristics of the work environment and physical demands described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Occasional movement within the office to access files and equipment.
  • Occasional lifting of objects up to 25 pounds.
  • Frequent use of a computer and office machinery.
  • Repetitive movements of wrists, hands, and fingers.
  • Close visual acuity for data analysis, transcribing, and extensive reading.
  • Regular verbal communication with employees, clients, and vendors.

Equal Opportunity Employer: Minorities/Women/Protected Veterans/Disabled

Compensation: $19.00 to $21.00 per hour, varying based on skills, experience, and location.