9 Client advisor Jobs in Palo Alto, CA
TalentBurst is Hiring a Client advisor Near Palo Alto, CA
Branch Client Adviser / Teller
Location : Palo Alto, CA 94301 100% onsite
Duration : 6 months
Start : ASAP
- Provides client support including general banking transactions, operational issues, and / or bank office support.
- Will receive requests from various channels, including face-to-face, email, phone, or internal business partners.
- Utilizes knowledge or resources to resolve moderately complex issues, escalates complex non-routine problems.
In-Branch Client Support :
- 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 :
- 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 :
- Requests for Cashier’s Check.
- Arranging appointments.
- Researching items including ensuring necessary funds are available for a withdrawal.
- Verifying signatures.
Qualifications :
- Customer service experience.
- Previous experience as a teller, bank branch, or in a banking operations role.
- Excellent attention to detail.
- Familiarity with banking regulations.
TB EN
Last updated : 2024-05-13
Job Summary
Full Time
$50k-63k (estimate)
04/24/2024
07/17/2024
www.talentburst.com
Framingham, Massachusetts
1,000 - 3,000
Tom Murray
<$5M
Related Companies
About TalentBurst
TalentBurst, Inc. provides staffing and consulting, high hazard payroll, and managed service provider/VMS partner solutions to Fortune 1000 corporations. The company offers its staffing solutions in the areas of contract information technology, engineering, SaaS, bio-pharma, accounting and finance, marketing, utility, compliance, banking, biotechnology, healthcare, energy, government, retail, PMO, Web and infrastructure, database/data-warehousing, quality assurance, clinical, and other areas. It also provides services in the areas of health benefits, workers' compensation claims, payroll, payr...oll tax compliance, and unemployment insurance claims. The company serves customers in the United States, Canada, the United Kingdom, India, Chile, and Singapore. TalentBurst, Inc. was founded in 2002 and is based in Natick, Massachusetts. The company has branch locations in Boston, San Francisco, Miami, and Milwaukee; and international offices in Toronto, Canada; and Gurgaon and Bangalore, India. TalentBurst is a managed services provider (MSP).
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The job skills required for Client advisor include Customer Service, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Client advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
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Step 3: View the best colleges and universities for Client Advisor.
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