Job Title: - Branch Client Advisor

Job location: - Palo Alto, CA

Workplace type: Onsite

Employment type: - 12 Months Contract

Job Description: -

• 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

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