Branch Client Advisor

IQUASAR LLC

La Honda, CA

$23 Hourly
Medical , Dental , Paid Time Off , Retirement
Full-Time

Job Description

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off

Job Title: Branch Client Advisor
Location: Palo Alto, CA

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 have a general skill set that is applied to the essential functions. Utilizes knowledge or resources to resolve moderately complex issues, and 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 is 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 (CTRs)
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 is not limited to the following:

Reviewing inquiry and formulating a response or implementing action to resolve which may result in the inquiry being resolved during initial contact or may perform additional research, problem-solving, or escalation to other internal partners
Processing mail, payments, and 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 Cashiers Check
Arranging appointments
Researching items including ensuring necessary funds are available for a withdrawal
Verifying signature

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