1 branch client advisor i Job in palo alto, ca
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Branch Client Advisor
$43k-53k (estimate)
Full Time | IT Outsourcing & Consulting
4 Days Ago
iQuasar is Hiring a Branch Client Advisor Near Palo Alto, CA
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:
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 Cashier’s 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
Job Summary
JOB TYPE
Full Time
INDUSTRY
IT Outsourcing & Consulting
SALARY
$43k-53k (estimate)
POST DATE
06/04/2024
EXPIRATION DATE
08/02/2024
WEBSITE
iqits.com
HEADQUARTERS
Sterling, VA
SIZE
<25
INDUSTRY
IT Outsourcing & Consulting
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