Branch Client Advisor

Branch Client Advisor
Santa Clara, CA

• 100% on site role.

 
JOB SUMMARY:

• Provides client support to inquiries that include but 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. Ideal candidate 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

 
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
 
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Last updated on Nov 9, 2023