Current jobs related to Branch Client Advisor I Branch Client Advisor I CA - saint helena - TalentBurst

  • Branch Client Advisor I

    1 month ago

    St Helena, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Branch Client Advisor I. This is a 03+months contract opportunity with long-term potential and is located in Helena, CA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-51500 Pay Range: $25 - $27/hour. Employee benefits include, but are not limited to, health insurance...

  • Branch Client Advisor

    4 weeks ago

    Saint Helena, United States GTT, LLC Full time $25 - $27

    Job Title: Branch Client AdvisorCheck out the role overview below If you are confident you have got the right skills and experience, apply today.Contract Duration: 3+ MonthsPay range - $25 - 27/hrLocation: St. Helena, CAWork Type: 100% OnsiteAbout the Role:As a Branch Client Advisor, you'll be the face of our bank, providing exceptional customer service and...

  • Branch Client Advisor

    2 weeks ago

    St Helena, United States Matlen Silver Full time

    Domain: Banking and Financial ServicesOnsite: 5 Days Each WeekLocations: Napa, St. Helena, Calistoga, Angwin, and American CanyonCompensation: $28/Hour W2Provides 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...

  • Branch Office Administrator

    4 weeks ago

    Helena, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Auditor

    4 weeks ago

    Saint Louis, United States Edward Jones Full time

    Branch Auditor at Edward Jones summary: As a Branch Auditor at Edward Jones, you will play a vital role in ensuring compliance with industry regulations and firm policies while conducting risk-based audits. This position involves collaborating with branch teams to enhance client experiences and strengthen the culture of compliance within the...

  • Branch Auditor

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor, CMPL

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Office Administrator

    3 days ago

    Helena, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Branch Auditor

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    4 weeks ago

    Saint Louis, United States Edward Jones Full time

    Job DescriptionWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client....

  • Branch Auditor

    4 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    4 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Branch Auditor

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

Branch Client Advisor I Branch Client Advisor I CA

1 month ago

saint helena, United States TalentBurst Full time
Branch Client Advisor
St Helena, CA- 94574
3+ months
FULLY ONSITE
Qualifications:
100% On Site Role. Candidates should be within the Napa, St. Helena, Calistoga, Angwin and American Canyon Area.
Skills required:
Customer Service Skills
Cash Handling Skills
Good verbal and written skillset
Banking experience is highly preferred but will accept good cash handling experience.
Responsibilities:
Teller position.
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