Branch Client Advisor l

Seeking a Branch Client Advisor l to support our banking client in Palo Alto, CA.

Duration: 6 months

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 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

Work Hours: 7:45 AM to 4:15 PM

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

NOTE: This is an onsite position.

Additional Information:

OUTSOURCE Consulting Services, Inc. (OCSI.co) embraces equal opportunity. We are dedicated to building an inclusive workforce that embodies a diversity of experiences, views, and skill sets.

OCSI.co provides great benefits to our contractors, i.e., Healthcare, Vision, Dental, and additional Pre-tax Benefits (Flexible Spending Account (FSA) and 401(k) Savings Plan) .

To learn more about OCSI.co, we welcome you to visit our corporate website at www.ocsi.co . Thank you for your interest in our jobs. We look forward to seeing your resume!